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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
SFG
901
Sovereign Financial Group
Connecticut
$324K +$915 +10 +0.3%
Fayez Sarofim & Co
902
Fayez Sarofim & Co
Texas
$323K
SL
903
Salomon & Ludwin
Virginia
$323K
CA
904
Cornerstone Advisory
Maryland
$322K +$11.9K +130 +4%
BBNA
905
Bremer Bank National Association
Minnesota
$321K -$14.9K -163 -4%
IFA
906
Interactive Financial Advisors
Illinois
$318K
VWMG
907
Virginia Wealth Management Group
Virginia
$318K
JIC
908
Joel Isaacson & Co
New York
$318K
RCA
909
Ranch Capital Advisors
Florida
$318K -$18.3K -200 -5%
RFN
910
RDA Financial Network
Iowa
$317K +$91 +1 +0%
APG
911
Abacus Planning Group
South Carolina
$317K
RIA
912
Richwood Investment Advisors
Ohio
$315K
BFM
913
Boston Financial Management
Massachusetts
$314K -$2.19K -24 -0.7%
LL
914
LWMG LLC
Minnesota
$314K +$5.49K +60 +2%
CSIC
915
Clifford Swan Investment Counsel
California
$313K -$366 -4 -0.1%
RB
916
Rodgers Brothers
Pennsylvania
$312K
SPP
917
Single Point Partners
Massachusetts
$312K +$183 +2 +0.1%
TPWA
918
TRUE Private Wealth Advisors
Oregon
$312K
Jones Financial Companies
919
Jones Financial Companies
Missouri
$312K +$114K +1,244 +57%
WTA
920
Washington Trust Advisors
Massachusetts
$310K +$70.8K +774 +29%
MW
921
Marcum Wealth
Ohio
$310K +$42.4K +464 +16%
HIC
922
Holderness Investments Company
North Carolina
$307K +$1.37K +15 +0.4%
FNBSF
923
First National Bank Sioux Falls
South Dakota
$307K
CAM
924
Cypress Asset Management
Texas
$307K +$4.57K +50 +2%
AWA
925
Arete Wealth Advisors
Illinois
$307K -$8.78K -96 -3%

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.