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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
GHAM
926
Gilman Hill Asset Management
Connecticut
$304K -$1.01K -11 -0.3%
GWM
927
Gray Wealth Management
Maine
$303K +$915 +10 +0.3%
HAG
928
HF Advisory Group
Maryland
$302K +$34K +372 +13%
ACP
929
Aveo Capital Partners
Colorado
$301K +$22.2K +243 +8%
VT
930
Vise Technologies
New York
$300K -$31.7K -347 -10%
CAMG
931
CWA Asset Management Group
Florida
$300K +$29.6K +324 +11%
IPAM
932
ICICI Prudential Asset Management
India
$300K +$65.3K +714 +28%
SHFA
933
SC&H Financial Advisors
Maryland
$299K
LIM
934
Lathrop Investment Management
Arkansas
$299K
NB
935
Northwest Bancshares
Pennsylvania
$297K +$8.23K +90 +3%
LWCFA
936
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K +$170K +1,863 +133%
SF
937
Symphony Financial
Texas
$296K -$101K -1,099 -25%
THWM
938
Taylor Hoffman Wealth Management
Virginia
$296K +$41.2K +450 +16%
CPA
939
Court Place Advisors
Maryland
$294K
FDS
940
First Dallas Securities
Texas
$293K
BIM
941
Bullseye Investment Management
Ohio
$292K
SWM
942
Spire Wealth Management
Virginia
$292K +$133K +1,452 +83%
BPC
943
Banque Pictet & Cie
Switzerland
$292K -$243K -2,658 -45%
WP
944
WealthPLAN Partners
Nebraska
$292K -$532K -5,813 -64%
BWM
945
BCGM Wealth Management
Indiana
$291K -$4.03K -44 -1%
LCGC
946
Legacy Capital Group California
California
$290K +$292K +3,189 New
CA
947
Calton & Associates
Florida
$289K -$47.7K -521 -14%
SWA
948
SFMG Wealth Advisors
Texas
$289K -$66K -722 -19%
LW
949
Linscomb Wealth
Texas
$288K -$30.1K -329 -9%
CSB
950
City State Bank
Iowa
$288K

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.