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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
WHG
1026
Westwood Holdings Group
Texas
$236K -$66.4K -726 -22%
MHR
1027
Matthew Hamilton Rosenberg
$235K
IFS
1028
Ifrah Financial Services
Arkansas
$235K -$6.4K -70 -3%
TLP
1029
Trinity Legacy Partners
Texas
$234K +$235K +2,572 New
TAIM
1030
TD Ameritrade Investment Management
Nebraska
$234K -$71K -776 -23%
BFC
1031
Bedel Financial Consulting
Indiana
$234K -$75.3K -823 -24%
AFT
1032
Alpha Family Trust
California
$233K -$66.8K -730 -22%
MC
1033
Maverick Capital
Texas
$233K +$234K +2,563 New
AC
1034
ASB Consultores
Florida
$233K
ABC
1035
Associated Banc-Corp
Wisconsin
$232K -$5.49K -60 -2%
GAB
1036
German American Bancorp
Indiana
$232K
LA
1037
Latitude Advisors
Florida
$231K
AMC
1038
Asset Management Corp
Illinois
$229K -$124K -1,360 -35%
BAM
1039
Blueshift Asset Management
New Jersey
$228K +$230K +2,511 New
BG
1040
Bahl & Gaynor
Ohio
$228K +$3.11K +34 +1%
SFP
1041
Sandbox Financial Partners
Maryland
$227K
OHWA
1042
Oak Hill Wealth Advisors
Virginia
$227K
SOAG
1043
Silver Oak Advisory Group
Oregon
$227K
LFA
1044
LGT Financial Advisors
Texas
$227K -$58K -634 -20%
HCM
1045
Howland Capital Management
Massachusetts
$226K
NSAM
1046
North Star Asset Management
Wisconsin
$225K +$4.12K +45 +2%
IA
1047
IFG Advisory
Georgia
$225K +$274 +3 +0.1%
CIC
1048
Cutler Investment Counsel
Oregon
$224K -$1.37K -15 -0.6%
VA
1049
Valmark Advisers
Ohio
$224K +$7.59K +83 +3%
CPIG
1050
Chicago Partners Investment Group
Illinois
$224K +$8.42K +92 +4%

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.