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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
HCM
1026
Hall Capital Management
Rhode Island
$247K +$3.64K +40 +2%
IWA
1027
Icon Wealth Advisors
Texas
$246K +$33.8K +371 +17%
SEP
1028
Southland Equity Partners
Missouri
$246K +$17.6K +193 +8%
MHR
1029
Matthew Hamilton Rosenberg
$246K +$1K +11 +0.4%
JSW
1030
Journey Strategic Wealth
New Jersey
$245K -$20.1K -221 -8%
DWT
1031
Dorsey & Whitney Trust
South Dakota
$245K -$51.5K -566 -18%
BCM
1032
Becker Capital Management
Oregon
$245K
IPAM
1033
ICICI Prudential Asset Management
India
$245K +$63.2K +694 +37%
HFS
1034
Hantz Financial Services
Michigan
$244K
First Manhattan
1035
First Manhattan
New York
$244K +$32K +352 +16%
AC
1036
ASB Consultores
Florida
$243K +$10.4K +114 +5%
Marshall Wace
1037
Marshall Wace
United Kingdom
$243K -$3.43M -37,680 -94%
ACS
1038
Archford Capital Strategies
Illinois
$243K -$1.55K -17 -0.7%
RA
1039
RFG Advisory
Alabama
$243K -$43.8K -481 -15%
WPW
1040
Waldron Private Wealth
Pennsylvania
$242K
Fisher Asset Management
1041
Fisher Asset Management
Washington
$242K +$232K +2,546 New
GAB
1042
German American Bancorp
Indiana
$242K
LA
1043
Latitude Advisors
Florida
$242K
EWA
1044
EverSource Wealth Advisors
Alabama
$241K -$31.3K -344 -12%
NL
1045
NWAM LLC
Washington
$241K +$230K +2,532 New
MFWP
1046
Mosaic Family Wealth Partners
Missouri
$240K +$230K +2,532 New
SFS
1047
Summit Financial Strategies
Ohio
$240K -$137K -1,500 -37%
WPC
1048
Wedmont Private Capital
Pennsylvania
$238K -$74.1K -814 -25%
FNBTCON
1049
First National Bank & Trust Co of Newtown
Pennsylvania
$238K
AF
1050
Aldebaran Financial
$237K

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.