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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
LWP
951
LMG Wealth Partners
Louisiana
$300K +$288K +3,165 New
CSB
952
City State Bank
Iowa
$300K -$4.55K -50 -2%
DAM
953
Delta Asset Management
Tennessee
$299K
WKWM
954
Walter & Keenan Wealth Management
Indiana
$298K +$286K +3,139 New
LFA
955
LGT Financial Advisors
Texas
$297K +$285K +3,127 New
TIA
956
Tiemann Investment Advisors
California
$293K
SAG
957
SageView Advisory Group
California
$292K +$280K +3,071 New
ACP
958
Aveo Capital Partners
Colorado
$291K +$66.6K +732 +31%
FM
959
Family Management
New York
$291K +$16.5K +181 +6%
VFP
960
Verus Financial Partners
Virginia
$289K -$54.9K -603 -16%
NAS
961
Nicolet Advisory Services
Wisconsin
$287K +$19.1K +210 +8%
SOAMC
962
Spirit of America Management Corp
New York
$285K
MM
963
MQS Management
New York
$285K +$273K +3,002 New
BAM
964
Bosun Asset Management
Illinois
$285K
CIA
965
Cladis Investment Advisory
Montana
$285K
RWA
966
Redmont Wealth Advisors
Illinois
$285K
GLA
967
Good Life Advisors
Pennsylvania
$284K -$24.8K -272 -8%
TAM
968
Townsend Asset Management
North Carolina
$283K
BFS
969
Bradley Foster & Sargent
Connecticut
$282K -$40.1K -440 -13%
CAMG
970
CWA Asset Management Group
Florida
$282K -$10.7K -117 -4%
WFS
971
Widmann Financial Services
Maryland
$280K
QT
972
Quantamental Technologies
New York
$279K +$268K +2,943 New
HAG
973
HF Advisory Group
Maryland
$279K +$268K +2,942 New
MAM
974
Madison Asset Management
Wisconsin
$279K -$13.7K -151 -5%
MLL
975
Moody Lynn & Lieberson
Massachusetts
$279K

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.