We are live on ! Find out more
AEP icon

American Electric Power

1,386 hedge funds and large institutions have $37B invested in American Electric Power in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 555 increasing their positions, 417 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $270M | Put options by funds: $138M

90% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 90

33% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 417

12% more capital invested

Capital invested by funds: $33.1B → $37B (+$3.94B)

4% more funds holding

Funds holding: 1,3361,386 (+50)

0.89% more ownership

Funds ownership: 74.75%75.64% (+0.89%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,386
Holders Change
+50
Holders Change %
+3.74%
% of All Funds
22.28%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
171
Increased
555
Reduced
417
Closed
90
Calls
$270M
Puts
$138M
Net Calls
+$131M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
876
Ranch Capital Advisors
Florida
$351K +$18.2K +200 +6%
CA
877
Calton & Associates
Florida
$351K +$40.3K +443 +14%
BPFA
878
Barnes Pettey Financial Advisors
Mississippi
$350K
BBNA
879
Bremer Bank National Association
Minnesota
$350K -$18.3K -201 -5%
PIM
880
Penobscot Investment Management
Massachusetts
$348K
SBIA
881
Sheaff Brock Investment Advisors
Indiana
$347K +$6.83K +75 +2%
VT
882
Vise Technologies
New York
$346K -$126K -1,383 -27%
FIM
883
Fruth Investment Management
Texas
$346K
HIP
884
HUB Investment Partners
Texas
$344K +$46.3K +509 +16%
NP
885
NorthRock Partners
Minnesota
$344K +$102K +1,116 +45%
LIM
886
Leavell Investment Management
Alabama
$344K -$125K -1,374 -27%
DLA
887
Douglas Lane & Associates
New York
$344K -$8.74K -96 -3%
AW
888
Apricus Wealth
South Carolina
$343K +$5.46K +60 +2%
PFM
889
Parsec Financial Management
North Carolina
$343K -$146K -1,600 -31%
RT
890
Rockland Trust
Massachusetts
$343K -$64.9K -713 -17%
PIM
891
Perpetual Investment Management
Australia
$342K
MC
892
Machina Capital
France
$341K -$161K -1,770 -33%
DBT
893
Dubuque Bank & Trust
Iowa
$341K
EGA
894
E&G Advisors
Texas
$339K -$18.2K -200 -5%
ES
895
Eagle Strategies
New York
$338K +$324K +3,559 New
VWA
896
V Wealth Advisors
Kansas
$338K +$103K +1,133 +47%
Fayez Sarofim & Co
897
Fayez Sarofim & Co
Texas
$337K
SFG
898
Sovereign Financial Group
Connecticut
$337K +$27.6K +303 +9%
SL
899
Salomon & Ludwin
Virginia
$337K +$91K +1,000 +39%
CIAS
900
Capital Investment Advisory Services
North Carolina
$336K +$55K +604 +21%

AEP Hedge Fund Activity: Q4 2022 in Review

1,386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2022, worth a combined $37B — up 12% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new AEP positions and 90 closed out — a net gain of 81 holders — while 555 added to existing stakes and 417 trimmed.

The largest buyer was GQG Partners, adding an estimated $612M. The largest seller was T. Rowe Price Associates, cutting an estimated $347M.

  • 1,386 institutional investors held American Electric Power (AEP) as of Q4 2022, up from 1,336 in Q3 2022.
  • Funds reported $37B of American Electric Power stock for Q4 2022, up 12% quarter-over-quarter.
  • 171 funds opened new American Electric Power positions in Q4 2022 and 90 closed out, a net change of +81 holders.
  • The largest American Electric Power buyer in Q4 2022 was GQG Partners, an estimated $612M added.
  • The largest American Electric Power seller in Q4 2022 was T. Rowe Price Associates, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2022.