We are live on ! Find out more
AEP icon

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
MLL
976
Moody Lynn & Lieberson
Massachusetts
$268K
AF
977
Advisornet Financial
Minnesota
$267K +$2.1K +23 +0.8%
BFS
978
Bradley Foster & Sargent
Connecticut
$266K -$4.48K -49 -2%
SFS
979
Sowell Financial Services
Arkansas
$266K +$268K +2,925 New
TFA
980
Trinity Financial Advisors
Ohio
$265K +$266K +2,912 New
NAS
981
Nicolet Advisory Services
Wisconsin
$265K -$13.6K -149 -5%
SA
982
Syntax Advisors
New York
$264K +$22.3K +244 +9%
VCG
983
Vantage Consulting Group
Virginia
$264K +$22.3K +244 +9%
CIAS
984
Capital Investment Advisory Services
North Carolina
$264K -$58.7K -642 -18%
MCM
985
McDonough Capital Management
Florida
$263K -$274 -3 -0.1%
CWS
986
Confluence Wealth Services
Pennsylvania
$261K +$6.59K +72 +3%
PGAM
987
Princeton Global Asset Management
New Jersey
$260K +$4.85K +53 +2%
EFS
988
Essex Financial Services
Connecticut
$259K -$2.38K -26 -0.9%
AWM
989
Accel Wealth Management
Iowa
$259K +$1.92K +21 +0.7%
TA
990
Townsend & Associates
Colorado
$258K -$1.79M -19,608 -88%
JC
991
JB Capital
Connecticut
$258K +$183 +2 +0.1%
ACP
992
Aviance Capital Partners
Florida
$258K -$33.8K -370 -12%
LWM
993
Laidlaw Wealth Management
New York
$258K +$8.51K +93 +3%
NW
994
NewEdge Wealth
Pennsylvania
$257K -$208K -2,279 -45%
NFGCM
995
Norman Fields Gottscho Capital Management
New York
$257K
STA
996
Summit Trail Advisors
New York
$257K +$258K +2,821 New
DI
997
DFPG Investments
Utah
$257K +$25.5K +279 +11%
AWP
998
Abacus Wealth Partners
California
$257K +$55.3K +604 +28%
KC
999
Kenfarb & Co
Kentucky
$255K
WCM
1000
WealthBridge Capital Management
Ohio
$255K +$1.19K +13 +0.5%

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.