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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1051
Jones Financial Companies
Missouri
$212K -$40.6K -411 -14%
AC
1052
ASB Consultores
Florida
$212K +$25.3K +256 +12%
BDF
1053
Balasa Dinverno & Foltz
$212K +$26.9K +272 +12%
VFA
1054
Valeo Financial Advisors
Indiana
$210K -$22.9K -232 -9%
VWA
1055
V Wealth Advisors
Kansas
$210K -$4.25K -43 -2%
SC
1056
Schulhoff & Co
Ohio
$210K
NSAM
1057
North Star Asset Management
Wisconsin
$209K +$240K +2,423 New
CCM
1058
Condor Capital Management
New Jersey
$208K
HNWAG
1059
High Net Worth Advisory Group
Florida
$208K
RP
1060
Riverwater Partners
Wisconsin
$208K +$2.47K +25 +1%
LCM
1061
Landscape Capital Management
New Jersey
$208K +$238K +2,406 New
SEP
1062
Southland Equity Partners
Missouri
$207K +$3.86K +39 +2%
BCM
1063
BTR Capital Management
California
$207K
CBT
1064
Central Bank & Trust
Kentucky
$207K
ZIG
1065
Zullo Investment Group
Pennsylvania
$205K -$4.05K -41 -2%
ERIM
1066
Eagle Ridge Investment Management
Connecticut
$205K
OFW
1067
Omnia Family Wealth
Florida
$205K
SLG
1068
Stanley-Laman Group
Pennsylvania
$205K
EFL
1069
ERn Financial LLC
Wisconsin
$205K +$1.38K +14 +0.6%
MPPLM
1070
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$205K +$13.9K +141 +6%
PCA
1071
Private Capital Advisors
Connecticut
$204K
PIP
1072
Peachtree Investment Partners
Florida
$204K +$233K +2,356 New
HI
1073
Human Investing
Oregon
$202K
IA
1074
IFG Advisors
Missouri
$202K +$3.06K +31 +1%
P
1075
Pitcairn
Pennsylvania
$202K +$10.1K +102 +5%

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.