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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
901
R.H. Bluestein & Co
Michigan
$303K
GWS
902
Glassman Wealth Services
Virginia
$303K +$6.92K +70 +2%
WHG
903
Westwood Holdings Group
Texas
$303K +$38.9K +393 +13%
NFG
904
Nations Financial Group
Iowa
$302K -$34.2K -346 -9%
JIC
905
Joel Isaacson & Co
New York
$302K +$9.89K +100 +3%
RCA
906
Ranch Capital Advisors
Florida
$302K +$9.89K +100 +3%
MMM
907
Mendel Money Management
Illinois
$302K +$346K +3,498 New
RIA
908
Richwood Investment Advisors
Ohio
$300K
SIM
909
Sentry Investment Management
Wisconsin
$300K
BFC
910
Bedel Financial Consulting
Indiana
$299K
BFM
911
Boston Financial Management
Massachusetts
$298K +$61.2K +619 +22%
EH
912
Equitable Holdings
New York
$297K +$23K +233 +7%
SPP
913
Single Point Partners
Massachusetts
$297K +$83.7K +847 +33%
FCM
914
Fourpath Capital Management
Oklahoma
$296K -$107K -1,084 -24%
BFS
915
Bradley Foster & Sargent
Connecticut
$295K +$19.8K +200 +6%
RB
916
Rodgers Brothers
Pennsylvania
$294K -$19.8K -200 -6%
CA
917
Cornerstone Advisory
Maryland
$294K +$12.4K +125 +4%
HIC
918
Holderness Investments Company
North Carolina
$294K +$39.3K +398 +13%
FNBSF
919
First National Bank Sioux Falls
South Dakota
$292K -$148K -1,500 -31%
WT
920
Washington Trust
Rhode Island
$292K +$7.81K +79 +2%
ANTB
921
AMG National Trust Bank
Colorado
$292K +$334K +3,375 New
GHAM
922
Gilman Hill Asset Management
Connecticut
$289K -$106K -1,068 -24%
SSG
923
Summit Securities Group
New York
$288K +$260K +2,631 +376%
CAM
924
Cypress Asset Management
Texas
$287K
BWM
925
BCGM Wealth Management
Indiana
$286K +$99 +1 +0%

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.