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American Electric Power

1,353 hedge funds and large institutions have $34.6B invested in American Electric Power in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 540 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

21% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 446

3% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 109

1.5% less ownership

Funds ownership: 75.64%74.13% (-1.5%)

2% less funds holding

Funds holding: 1,3871,353 (-34)

7% less capital invested

Capital invested by funds: $37B → $34.6B (-$2.46B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,353
Holders Change
-34
Holders Change %
-2.45%
% of All Funds
21.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
112
Increased
540
Reduced
446
Closed
109
Calls
$327M
Puts
$135M
Net Calls
+$192M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
876
Northeast Investment Management
Massachusetts
$352K
GWS
877
Glassman Wealth Services
Virginia
$350K -$235K -2,573 -40%
KMWM
878
Keudell/Morrison Wealth Management
Oregon
$349K +$94.6K +1,034 +37%
CB
879
Centennial Bank
Arkansas
$348K
VWA
880
V Wealth Advisors
Kansas
$347K +$23.8K +260 +7%
EI
881
Ethic Inc
New York
$345K +$46.7K +510 +16%
CT
882
Caldwell Trust
Florida
$341K -$82.3K -900 -19%
LFG
883
Lockerman Financial Group
California
$341K +$274 +3 +0.1%
AMBIA
884
Allen Mooney & Barnes Investment Advisors
Georgia
$339K -$55.1K -602 -14%
CW
885
Channel Wealth
California
$338K +$340K +3,712 New
PIA
886
Pinion Investment Advisors
Kansas
$337K -$60.3K -659 -15%
DLA
887
Douglas Lane & Associates
New York
$337K +$6.95K +76 +2%
BPFA
888
Barnes Pettey Financial Advisors
Mississippi
$336K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
889
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$335K +$38.1K +417 +13%
PWAG
890
Polaris Wealth Advisory Group
California
$335K
SBIA
891
Sheaff Brock Investment Advisors
Indiana
$334K +$1.83K +20 +0.5%
PIM
892
Penobscot Investment Management
Massachusetts
$334K
CWA
893
Centennial Wealth Advisory
Michigan
$333K +$28.9K +316 +9%
FIM
894
Fruth Investment Management
Texas
$331K
FNFDCM
895
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$329K -$95.8K -1,047 -22%
AT
896
Arden Trust
Delaware
$329K -$19.6K -214 -6%
DBT
897
Dubuque Bank & Trust
Iowa
$326K -$91 -1 -0%
MP
898
McDonald Partners
Ohio
$326K -$13.7K -150 -4%
EGA
899
E&G Advisors
Texas
$325K
LIM
900
Leavell Investment Management
Alabama
$324K -$6.4K -70 -2%

AEP Hedge Fund Activity: Q1 2023 in Review

1,353 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2023, worth a combined $34.6B — down 6.6% from $37B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AEP positions and 109 closed out — a net gain of 3 holders — while 540 added to existing stakes and 446 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was GQG Partners, cutting an estimated $611M.

  • 1,353 institutional investors held American Electric Power (AEP) as of Q1 2023, down from 1,387 in Q4 2022.
  • Funds reported $34.6B of American Electric Power stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 112 funds opened new American Electric Power positions in Q1 2023 and 109 closed out, a net change of +3 holders.
  • The largest American Electric Power buyer in Q1 2023 was Jane Street, an estimated $173M added.
  • The largest American Electric Power seller in Q1 2023 was GQG Partners, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2023.