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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
SFP
1051
Sandbox Financial Partners
Maryland
$237K
SOAG
1052
Silver Oak Advisory Group
Oregon
$237K
OHWA
1053
Oak Hill Wealth Advisors
Virginia
$237K +$227K +2,496 New
HCM
1054
Howland Capital Management
Massachusetts
$236K
CIC
1055
Cutler Investment Counsel
Oregon
$236K
CBT
1056
Central Bank & Trust
Kentucky
$235K +$7.1K +78 +3%
BG
1057
Bahl & Gaynor
Ohio
$235K +$225K +2,472 New
NF
1058
Nikulski Financial
Iowa
$234K
IA
1059
IFG Advisory
Georgia
$233K -$241K -2,642 -52%
BC
1060
Bartlett & Co
Ohio
$233K -$23.9K -262 -10%
KOC
1061
Koss-Olinger Consulting
Florida
$233K -$19.4K -213 -8%
BCWM
1062
Bartlett & Co Wealth Management
Ohio
$233K -$23.9K -262 -10%
P
1063
Pitcairn
Pennsylvania
$231K +$8.92K +98 +4%
SC
1064
Schulhoff & Co
Ohio
$231K
NSAM
1065
North Star Asset Management
Wisconsin
$231K +$910 +10 +0.4%
FFBTD
1066
First Financial Bank - Trust Division
Ohio
$231K -$19K -209 -8%
RFA
1067
Resurgent Financial Advisors
Georgia
$230K +$220K +2,419 New
4WM
1068
44 Wealth Management
Oregon
$229K -$102K -1,117 -32%
RP
1069
Riverwater Partners
Wisconsin
$229K +$364 +4 +0.2%
CCP
1070
Carmel Capital Partners
California
$229K +$219K +2,408 New
CCM
1071
Condor Capital Management
New Jersey
$228K
CS
1072
Comerica Securities
Michigan
$227K +$217K +2,388 New
VA
1073
Valmark Advisers
Ohio
$226K +$4.83K +53 +2%
TIMH
1074
Tilt Investment Management Holdings
New York
$225K +$216K +2,369 New
OFW
1075
Omnia Family Wealth
Florida
$225K

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.