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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
CT
1001
Coastline Trust
Rhode Island
$263K
ST
1002
Sabal Trust
Florida
$262K +$251K +2,762 New
BMC
1003
Beaton Management Company
Massachusetts
$261K
LWM
1004
Laidlaw Wealth Management
New York
$260K -$71.9K -790 -22%
MPPLM
1005
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$259K +$33.1K +364 +15%
FM
1006
Foster & Motley
Ohio
$259K +$249K +2,732 New
Tudor Investment Corp
1007
Tudor Investment Corp
Connecticut
$258K -$520K -5,710 -68%
CWM
1008
Chronos Wealth Management
Florida
$256K
ST
1009
Somerset Trust
Pennsylvania
$256K -$9.1K -100 -4%
LBC
1010
Lowe Brockenbrough & Co
Virginia
$253K
SA
1011
Syntax Advisors
New York
$253K +$5.46K +60 +2%
VCG
1012
Vantage Consulting Group
Virginia
$253K +$5.46K +60 +2%
IFS
1013
Ifrah Financial Services
Arkansas
$252K -$1K -11 -0.4%
FFG
1014
Frisch Financial Group
New York
$252K +$2K +22 +0.8%
CIG
1015
Cascade Investment Group
Colorado
$252K +$241K +2,651 New
WTA
1016
Washington Trust Advisors
Massachusetts
$250K +$145K +1,595 +154%
CHP
1017
Cable Hill Partners
Oregon
$250K -$24.9K -274 -9%
BIM
1018
Bridges Investment Management
Nebraska
$249K -$38.7K -425 -14%
SCA
1019
Stonebridge Capital Advisors
Minnesota
$249K +$167K +1,835 +234%
GWA
1020
GGM Wealth Advisors
Maryland
$248K +$1.82K +20 +0.8%
SWM
1021
Shakespeare Wealth Management
Wisconsin
$248K
DI
1022
DFPG Investments
Utah
$248K +$231K +2,541 New
BONST
1023
Bank of Nova Scotia Trust
Ontario, Canada
$248K -$2.73K -30 -1%
ABC
1024
Associated Banc-Corp
Wisconsin
$248K
AWM
1025
Aries Wealth Management
Maine
$247K

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.