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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
TSS
901
Two Sigma Securities
New York
$335K -$750K -8,237 -70%
VFA
902
Valeo Financial Advisors
Indiana
$334K +$99.6K +1,094 +45%
CCWM
903
Cassaday & Co Wealth Management
Virginia
$334K +$320K +3,513 New
VWMG
904
Virginia Wealth Management Group
Virginia
$332K -$45.2K -497 -12%
IFA
905
Interactive Financial Advisors
Illinois
$332K
JIC
906
Joel Isaacson & Co
New York
$332K
MC
907
Mathes Company
New York
$332K
LW
908
Linscomb Wealth
Texas
$332K +$26.5K +291 +9%
IP
909
Ignite Planners
California
$331K +$59.3K +651 +22%
KI
910
Kula Investments
Illinois
$331K +$317K +3,485 New
RFN
911
RDA Financial Network
Iowa
$331K +$79.5K +873 +33%
APG
912
Abacus Planning Group
South Carolina
$330K -$3.1K -34 -1%
BFM
913
Boston Financial Management
Massachusetts
$330K +$2.91K +32 +0.9%
RIA
914
Richwood Investment Advisors
Ohio
$329K
SM
915
STF Management
Texas
$328K +$315K +3,455 New
WFI
916
West Family Investments
California
$328K -$65.1K -715 -17%
CSIC
917
Clifford Swan Investment Counsel
California
$327K -$7.74K -85 -2%
N
918
Natixis
France
$326K -$28.2M -310,132 -99%
SPP
919
Single Point Partners
Massachusetts
$326K
RB
920
Rodgers Brothers
Pennsylvania
$326K +$3.19K +35 +1%
TPWA
921
TRUE Private Wealth Advisors
Oregon
$325K -$91K -1,000 -23%
CA
922
Cornerstone Advisory
Maryland
$323K +$455 +5 +0.1%
SIM
923
Sentry Investment Management
Wisconsin
$323K -$5.83K -64 -2%
BFC
924
Bedel Financial Consulting
Indiana
$322K
LL
925
LWMG LLC
Minnesota
$322K +$309K +3,390 New

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.