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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
HCM
1051
Hall Capital Management
Rhode Island
$224K -$12.3K -135 -5%
TSS
1052
Two Sigma Securities
New York
$224K -$97.1K -1,062 -30%
KOC
1053
Koss-Olinger Consulting
Florida
$224K
NF
1054
Nikulski Financial
Iowa
$224K
CBT
1055
Central Bank & Trust
Kentucky
$223K -$2.01K -22 -0.9%
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
$223K -$4.57K -50 -2%
HFS
1057
Hantz Financial Services
Michigan
$223K -$11K -120 -5%
WJWM
1058
Williams Jones Wealth Management
New York
$223K -$37.5K -410 -14%
MFWP
1059
Mosaic Family Wealth Partners
Missouri
$223K -$7.78K -85 -3%
SC
1060
Schulhoff & Co
Ohio
$222K
FFBTD
1061
First Financial Bank - Trust Division
Ohio
$221K
EWA
1062
EverSource Wealth Advisors
Alabama
$221K -$9.97K -109 -4%
4WM
1063
44 Wealth Management
Oregon
$220K +$549 +6 +0.2%
RB
1064
Renasant Bank
Mississippi
$219K +$220K +2,403 New
WCAMG
1065
Woodard & Company Asset Management Group
North Carolina
$219K -$36.7K -401 -14%
P
1066
Pitcairn
Pennsylvania
$217K -$4.67K -51 -2%
SFS
1067
Stiles Financial Services
Minnesota
$215K +$2.01K +22 +0.9%
OFW
1068
Omnia Family Wealth
Florida
$215K
ERIM
1069
Eagle Ridge Investment Management
Connecticut
$215K
PCA
1070
Private Capital Advisors
Connecticut
$215K
BFO
1071
Biltmore Family Office
North Carolina
$215K +$216K +2,360 New
RFA
1072
Register Financial Advisors
Georgia
$213K +$9.33K +102 +5%
AAIS
1073
ABN AMRO Investment Solutions
$213K +$214K +2,342 New
EF
1074
Empowered Funds
Pennsylvania
$213K +$214K +2,342 New
ZIG
1075
Zullo Investment Group
Pennsylvania
$213K -$1.55K -17 -0.7%

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.