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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
PFSC
1001
Peoples Financial Services Corp
Pennsylvania
$253K
WKWM
1002
Walter & Keenan Wealth Management
Indiana
$253K -$33K -361 -12%
TCOV
1003
Trust Company of Vermont
Vermont
$253K
CT
1004
Coastline Trust
Rhode Island
$252K
BMC
1005
Beaton Management Company
Massachusetts
$250K
FM
1006
Foster & Motley
Ohio
$249K
CCP
1007
Carmel Capital Partners
California
$248K +$29.2K +319 +13%
RT
1008
Rockland Trust
Massachusetts
$246K -$82.1K -898 -25%
CWM
1009
Chronos Wealth Management
Florida
$246K
BCM
1010
Becker Capital Management
Oregon
$245K +$10.1K +110 +4%
JAG
1011
Journey Advisory Group
Kentucky
$245K -$10.9K -119 -4%
RPWA
1012
Regent Peak Wealth Advisors
Georgia
$244K -$11.2K -122 -4%
SEP
1013
Southland Equity Partners
Missouri
$243K +$7.32K +80 +3%
ACS
1014
Archford Capital Strategies
Illinois
$242K
CIG
1015
Cascade Investment Group
Colorado
$241K
IF
1016
Intrua Financial
Texas
$241K +$241K +2,631 New
TIMH
1017
Tilt Investment Management Holdings
New York
$241K +$31.7K +347 +15%
NP
1018
NorthRock Partners
Minnesota
$240K -$89.7K -981 -27%
ANTB
1019
AMG National Trust Bank
Colorado
$240K -$12K -131 -5%
IWP
1020
Icon Wealth Partners
Texas
$240K +$241K +2,633 New
BIM
1021
Bridges Investment Management
Nebraska
$238K
SWM
1022
Shakespeare Wealth Management
Wisconsin
$238K
BONST
1023
Bank of Nova Scotia Trust
Ontario, Canada
$238K
PTC
1024
Petrus Trust Company
Texas
$237K -$128K -1,394 -35%
AWM
1025
Aries Wealth Management
Maine
$237K

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.