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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
FM
976
Family Management
New York
$249K
RPWA
977
Regent Peak Wealth Advisors
Georgia
$248K +$19.7K +199 +7%
DMBA
978
Deseret Mutual Benefit Administrators
Utah
$247K -$76K -769 -21%
EFS
979
Essex Financial Services
Connecticut
$247K -$791 -8 -0.3%
AMC
980
Asset Management Corp
Illinois
$247K
FNFDCM
981
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$247K
SIA
982
SkyView Investment Advisors
New Jersey
$247K +$264K +2,669 +1,458%
FCAG
983
First Capital Advisors Group
New Jersey
$247K +$282K +2,852 New
LSA
984
Leonteq Securities AG
Switzerland
$246K +$73.4K +742 +35%
WJWM
985
Williams Jones Wealth Management
New York
$246K -$52.4K -530 -16%
CFAM
986
Center For Asset Management
Florida
$246K -$33.2K -336 -11%
MFS
987
Mirabella Financial Services
United Kingdom
$246K +$274K +2,767 New
GRP
988
Global Retirement Partners
California
$245K -$42K -425 -13%
ESB
989
Essex Savings Bank
Connecticut
$245K +$58.8K +595 +27%
MGIA
990
Moneta Group Investment Advisors
Missouri
$244K -$37.4K -378 -12%
CAM
991
Cozad Asset Management
Illinois
$244K -$19.6K -198 -7%
GWM
992
Gray Wealth Management
Maine
$244K +$395 +4 +0.1%
KC
993
Kenfarb & Co
Kentucky
$243K
JSW
994
Journey Strategic Wealth
New Jersey
$243K +$277K +2,806 New
WCAMG
995
Woodard & Company Asset Management Group
North Carolina
$242K -$69.2K -700 -20%
PGAM
996
Princeton Global Asset Management
New Jersey
$242K -$14.8K -150 -5%
ST
997
Somerset Trust
Pennsylvania
$242K
WPW
998
Waldron Private Wealth
Pennsylvania
$242K +$8.7K +88 +3%
PFSC
999
Peoples Financial Services Corp
Pennsylvania
$241K
CT
1000
Coastline Trust
Rhode Island
$240K

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.