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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
901
Linscomb Wealth
Texas
$322K -$4.36K -44 -1%
BWM
902
BCGM Wealth Management
Indiana
$320K -$20.6K -208 -6%
OPS
903
Orion Portfolio Solutions
Nebraska
$319K -$127K -1,286 -28%
CAM
904
Cypress Asset Management
Texas
$319K
BO
905
BRR OpCo
Ohio
$317K -$52.9K -534 -14%
LA
906
Latitude Advisors
Florida
$316K -$647K -6,524 -66%
WT
907
Washington Trust
Rhode Island
$316K -$396 -4 -0.1%
SFG
908
Sovereign Financial Group
Connecticut
$316K +$1.19K +12 +0.4%
CA
909
Cornerstone Advisory
Maryland
$314K -$403K -4,063 -55%
LIM
910
Leavell Investment Management
Alabama
$314K
GWA
911
Gibson Wealth Advisors
Texas
$312K
CPA
912
Court Place Advisors
Maryland
$310K
FDS
913
First Dallas Securities
Texas
$309K -$9.91K -100 -3%
HC
914
Hamilton Capital
Ohio
$309K +$3.07K +31 +1%
GRP
915
Global Retirement Partners
California
$308K -$2.58K -26 -0.8%
BIM
916
Bullseye Investment Management
Ohio
$308K
BFS
917
Bradley Foster & Sargent
Connecticut
$308K +$65.5K +661 +26%
EH
918
Equitable Holdings
New York
$307K -$81.8K -825 -21%
CA
919
Calton & Associates
Florida
$307K -$29.1K -294 -8%
MGIA
920
Moneta Group Investment Advisors
Missouri
$307K +$32K +323 +11%
CFAM
921
Center For Asset Management
Florida
$306K +$316K +3,186 New
AWM
922
Accurate Wealth Management
Florida
$304K -$20.4K -206 -6%
LFG
923
Lockerman Financial Group
California
$304K +$1.88K +19 +0.6%
GLA
924
Good Life Advisors
Pennsylvania
$303K +$7.43K +75 +2%
DAM
925
Delta Asset Management
Tennessee
$302K

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.