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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1001
Ignite Planners
California
$253K +$43.6K +440 +20%
PWPS
1002
Pinnacle Wealth Planning Services
Ohio
$251K +$259K +2,613 New
MF
1003
Meridian Financial
Massachusetts
$251K +$496 +5 +0.1%
ACS
1004
Archford Capital Strategies
Illinois
$250K -$28.7K -290 -10%
BONST
1005
Bank of Nova Scotia Trust
Ontario, Canada
$250K -$2.58K -26 -1%
FFG
1006
Frisch Financial Group
New York
$250K +$1.98K +20 +0.8%
CFA
1007
CWS Financial Advisors
Michigan
$250K +$18.9K +191 +8%
AWA
1008
Arete Wealth Advisors
Illinois
$250K +$258K +2,605 New
DWT
1009
Dorsey & Whitney Trust
South Dakota
$249K -$10K -101 -4%
SWM
1010
Shakespeare Wealth Management
Wisconsin
$249K
SA
1011
Syntax Advisors
New York
$249K +$4.66K +47 +2%
VCG
1012
Vantage Consulting Group
Virginia
$249K +$4.66K +47 +2%
WFMPM
1013
Woodley Farra Manion Portfolio Management
Indiana
$249K +$49.6K +500 +24%
AWM
1014
Aries Wealth Management
Maine
$249K +$258K +2,600 New
SPP
1015
Single Point Partners
Massachusetts
$248K
HFS
1016
Hantz Financial Services
Michigan
$247K -$10.2K -103 -4%
MHR
1017
Matthew Hamilton Rosenberg
$247K
PCA
1018
Personal Capital Advisors
California
$247K +$5.15K +52 +2%
Nomura Holdings
1019
Nomura Holdings
Japan
$247K +$250K +2,518 New
RFN
1020
RDA Financial Network
Iowa
$246K -$3.67K -37 -1%
HCM
1021
Hall Capital Management
Rhode Island
$246K +$255K +2,568 New
WA
1022
WESPAC Advisors
California
$245K +$253K +2,554 New
ES
1023
Eagle Strategies
New York
$244K -$28.1K -284 -10%
GAB
1024
German American Bancorp
Indiana
$244K -$15K -151 -6%
VWM
1025
Vigilare Wealth Management
Arizona
$244K +$252K +2,541 New

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.