We are live on ! Find out more
AEP icon

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
MW
976
Marcum Wealth
Ohio
$279K +$17.2K +189 +7%
FCAG
977
First Capital Advisors Group
New Jersey
$277K +$6.28K +69 +2%
SIA
978
SkyView Investment Advisors
New Jersey
$277K +$6.28K +69 +2%
AF
979
Advisornet Financial
Minnesota
$276K -$13.1K -144 -5%
MCM
980
McDonough Capital Management
Florida
$275K -$91 -1 -0%
PAG
981
Private Advisor Group
New Jersey
$273K +$310K +3,403 +10%
EFS
982
Essex Financial Services
Connecticut
$272K +$1.46K +16 +0.6%
WJWM
983
Williams Jones Wealth Management
New York
$272K +$910 +10 +0.4%
JC
984
JB Capital
Connecticut
$269K -$6.01K -66 -2%
AWM
985
Accel Wealth Management
Iowa
$268K -$8.01K -88 -3%
NFGCM
986
Norman Fields Gottscho Capital Management
New York
$268K -$29.6K -325 -10%
JAG
987
Journey Advisory Group
Kentucky
$267K -$411K -4,510 -62%
KC
988
Kenfarb & Co
Kentucky
$267K
KMWM
989
Keudell/Morrison Wealth Management
Oregon
$266K +$255K +2,806 New
WCAMG
990
Woodard & Company Asset Management Group
North Carolina
$266K
PGAM
991
Princeton Global Asset Management
New Jersey
$266K +$91 +1 +0%
THWM
992
Taylor Hoffman Wealth Management
Virginia
$266K -$160K -1,753 -39%
RPWA
993
Regent Peak Wealth Advisors
Georgia
$266K -$6.19K -68 -2%
SIMG
994
Sonora Investment Management Group
Arizona
$265K +$182 +2 +0.1%
CWS
995
Confluence Wealth Services
Pennsylvania
$265K +$455 +5 +0.2%
WCM
996
WealthBridge Capital Management
Ohio
$264K -$1.36K -15 -0.5%
BP
997
Ballentine Partners
Massachusetts
$264K -$37.4K -411 -13%
PFSC
998
Peoples Financial Services Corp
Pennsylvania
$264K
TCOV
999
Trust Company of Vermont
Vermont
$264K +$55.7K +612 +28%
ANTB
1000
AMG National Trust Bank
Colorado
$263K -$54.8K -602 -18%

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.