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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
BO
926
BRR OpCo
Ohio
$286K +$198 +2 +0.1%
LIM
927
Lathrop Investment Management
Arkansas
$284K -$46.5K -470 -13%
DA
928
Drake & Associates
Wisconsin
$284K +$39.6K +401 +14%
WPC
929
Wedmont Private Capital
Pennsylvania
$283K +$324K +3,276 New
GLA
930
Good Life Advisors
Pennsylvania
$282K +$9.98K +101 +3%
SFG
931
Sovereign Financial Group
Connecticut
$281K -$4.65K -47 -1%
FDS
932
First Dallas Securities
Texas
$281K
GWA
933
Gibson Wealth Advisors
Texas
$281K
CA
934
Calton & Associates
Florida
$281K +$4.15K +42 +1%
GCP
935
GSA Capital Partners
United Kingdom
$281K +$321K +3,251 New
NW
936
NewEdge Wealth
Pennsylvania
$280K -$695K -7,030 -68%
HFM
937
Hartford Funds Management
Pennsylvania
$280K +$84.2K +852 +36%
NB
938
Northwest Bancshares
Pennsylvania
$279K -$29.7K -300 -8%
CPA
939
Court Place Advisors
Maryland
$279K
RA
940
RFG Advisory
Alabama
$278K -$55.8K -564 -15%
CSB
941
City State Bank
Iowa
$278K +$13.8K +140 +5%
ACP
942
Aviance Capital Partners
Florida
$277K -$39.7K -402 -11%
LW
943
Linscomb Wealth
Texas
$277K -$14.8K -150 -4%
BIM
944
Bullseye Investment Management
Ohio
$277K
BP
945
Ballentine Partners
Massachusetts
$277K +$316K +3,196 New
DAM
946
Delta Asset Management
Tennessee
$272K
NFGCM
947
Norman Fields Gottscho Capital Management
New York
$272K
DWT
948
Dorsey & Whitney Trust
South Dakota
$272K +$54.7K +553 +21%
HC
949
Hamilton Capital
Ohio
$270K -$10.2K -103 -3%
WCM
950
WealthBridge Capital Management
Ohio
$269K

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.