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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
CWS
1001
Confluence Wealth Services
Pennsylvania
$240K +$297 +3 +0.1%
MW
1002
Marcum Wealth
Ohio
$238K -$16.2K -164 -6%
CT
1003
Colonial Trust
South Carolina
$238K +$273K +2,758 New
BMC
1004
Beaton Management Company
Massachusetts
$237K
BC
1005
Bartlett & Co
Ohio
$235K +$17.4K +176 +7%
TNBTD
1006
Trustmark National Bank Trust Department
Mississippi
$235K +$44.5K +450 +20%
BCWM
1007
Bartlett & Co Wealth Management
Ohio
$235K +$17.4K +176 +7%
CWM
1008
Chronos Wealth Management
Florida
$233K
LFG
1009
Larson Financial Group
Missouri
$233K +$260K +2,629 +4,173%
Wolverine Trading
1010
Wolverine Trading
Illinois
$232K +$258K +2,609 New
CI
1011
CX Institutional
Indiana
$231K -$2.65M -26,788 -91%
KOC
1012
Koss-Olinger Consulting
Florida
$231K +$26K +263 +11%
IFS
1013
Ifrah Financial Services
Arkansas
$230K -$5.63K -57 -2%
LBC
1014
Lowe Brockenbrough & Co
Virginia
$230K
NAS
1015
Nicolet Advisory Services
Wisconsin
$230K +$198 +2 +0.1%
AWM
1016
Aries Wealth Management
Maine
$229K
FFBTD
1017
First Financial Bank - Trust Division
Ohio
$229K
RF
1018
Rollins Financial
Georgia
$228K
BONST
1019
Bank of Nova Scotia Trust
Ontario, Canada
$228K +$3.16K +32 +1%
MSR
1020
Main Street Research
Connecticut
$227K -$17.8K -180 -6%
FFG
1021
Frisch Financial Group
New York
$227K +$1.98K +20 +0.8%
ABC
1022
Associated Banc-Corp
Wisconsin
$226K -$5.34K -54 -2%
SWM
1023
Shakespeare Wealth Management
Wisconsin
$226K
PWPS
1024
Pinnacle Wealth Planning Services
Ohio
$225K -$1.09K -11 -0.4%
SA
1025
Syntax Advisors
New York
$225K +$395 +4 +0.2%

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.