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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
NICM
1076
Neo Ivy Capital Management
New York
$202K +$142K +1,432 +159%
ACP
1077
Aveo Capital Partners
Colorado
$202K +$231K +2,337 New
SFS
1078
Stiles Financial Services
Minnesota
$201K +$1.68K +17 +0.7%
VA
1079
Valmark Advisers
Ohio
$201K +$3.46K +35 +2%
WAL
1080
W Advisors LLC
Tennessee
$200K
MA
1081
Montag & Associates
Georgia
$198K
IWA
1082
Icon Wealth Advisors
Texas
$192K +$220K +2,221 New
First Manhattan
1083
First Manhattan
New York
$191K
TCOV
1084
Trust Company of Vermont
Vermont
$187K +$1.68K +17 +0.8%
JGIA
1085
Jackson Grant Investment Advisers
Connecticut
$185K +$593 +6 +0.3%
NIM
1086
NuWave Investment Management
New Jersey
$184K +$211K +2,133 New
IBOK
1087
Independence Bank of Kentucky
Kentucky
$182K -$4.94K -50 -2%
PR
1088
Payden & Rygel
California
$182K
PB
1089
Pinnacle Bancorp
Nebraska
$181K -$6.53K -66 -3%
VIA
1090
Virtus Investment Advisers
Connecticut
$179K +$204K +2,067 New
FCA
1091
FinTrust Capital Advisors
South Carolina
$177K
LC
1092
Lindbrook Capital
California
$174K +$10.1K +102 +5%
WB
1093
West Bancorporation
Iowa
$173K
FA
1094
Financial Advantage
Maryland
$172K
HBW
1095
Hazlett, Burt & Watson
West Virginia
$172K +$1.09K +11 +0.6%
ODG
1096
O'Dell Group
Ohio
$170K
CT
1097
Cambridge Trust
Massachusetts
$167K -$107K -1,087 -36%
TF
1098
TimeScale Financial
Massachusetts
$164K +$692 +7 +0.4%
TWA
1099
TCI Wealth Advisors
Arizona
$163K
IPAM
1100
ICICI Prudential Asset Management
India
$163K +$35.1K +355 +23%

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.