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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
LWP
951
LMG Wealth Partners
Louisiana
$288K
DAM
952
Delta Asset Management
Tennessee
$287K
WPC
953
Wedmont Private Capital
Pennsylvania
$285K +$51K +558 +23%
NL
954
NVWM LLC
Pennsylvania
$285K +$228K +2,496 +393%
HC
955
Hamilton Capital
Ohio
$284K -$69.2K -757 -20%
SIMG
956
Sonora Investment Management Group
Arizona
$284K +$29.4K +321 +11%
AW
957
Apricus Wealth
South Carolina
$284K -$45.7K -500 -14%
HCM
958
Heathbridge Capital Management
Ontario, Canada
$282K +$284K +3,100 New
VFP
959
Verus Financial Partners
Virginia
$282K
TIA
960
Tiemann Investment Advisors
California
$281K
VEA
961
Virtus ETF Advisers
New York
$281K +$282K +3,083 New
CWP
962
Concord Wealth Partners
Virginia
$279K -$12.5K -137 -4%
FM
963
Family Management
New York
$279K
LF
964
Lantz Financial
Illinois
$277K +$76K +831 +38%
FHB
965
First Hawaiian Bank
Hawaii
$274K -$319K -3,485 -54%
BAM
966
Bosun Asset Management
Illinois
$273K
CIA
967
Cladis Investment Advisory
Montana
$273K
WPW
968
Waldron Private Wealth
Pennsylvania
$273K +$17.4K +190 +7%
GLA
969
Good Life Advisors
Pennsylvania
$271K -$457 -5 -0.2%
TAM
970
Townsend Asset Management
North Carolina
$271K
MPPLM
971
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K +$22.5K +246 +9%
PI
972
PFG Investments
New York
$271K +$272K +2,976 New
MGIA
973
Moneta Group Investment Advisors
Missouri
$271K +$62K +678 +30%
QT
974
Quantamental Technologies
New York
$270K +$2.65K +29 +1%
WFS
975
Widmann Financial Services
Maryland
$269K

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.