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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
BCWM
1026
Bartlett & Co Wealth Management
Ohio
$243K +$2.48K +25 +1%
AF
1027
Aldebaran Financial
$243K
BC
1028
Bartlett & Co
Ohio
$243K +$2.48K +25 +1%
CCMG
1029
Clark Capital Management Group
Pennsylvania
$242K -$50.3K -508 -17%
SFS
1030
Summit Financial Strategies
Ohio
$242K
IA
1031
Insight Advisors
Pennsylvania
$242K +$1.69K +17 +0.7%
IA
1032
IFG Advisory
Georgia
$241K -$53K -535 -18%
SOAG
1033
Silver Oak Advisory Group
Oregon
$240K -$14.5K -146 -6%
FNBTCON
1034
First National Bank & Trust Co of Newtown
Pennsylvania
$240K
SFP
1035
Sandbox Financial Partners
Maryland
$240K
KMWM
1036
Keudell/Morrison Wealth Management
Oregon
$239K -$162K -1,637 -40%
CIC
1037
Cutler Investment Counsel
Oregon
$238K
VWA
1038
V Wealth Advisors
Kansas
$237K +$12.6K +127 +5%
AIA
1039
Armor Investment Advisors
North Carolina
$236K
NF
1040
Nikulski Financial
Iowa
$236K
EFG
1041
Everhart Financial Group
Ohio
$236K +$243K +2,450 New
ACIM
1042
Azimuth Capital Investment Management
Michigan
$235K +$243K +2,447 New
BCM
1043
Becker Capital Management
Oregon
$234K
SC
1044
Schulhoff & Co
Ohio
$233K
ZIG
1045
Zullo Investment Group
Pennsylvania
$231K -$1.59K -16 -0.7%
HNWAG
1046
High Net Worth Advisory Group
Florida
$231K
KOC
1047
Koss-Olinger Consulting
Florida
$231K
PGF
1048
Plan Group Financial
Oklahoma
$231K +$239K +2,409 New
CBT
1049
Central Bank & Trust
Kentucky
$230K
CCM
1050
Condor Capital Management
New Jersey
$230K

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.