We are live on ! Find out more
AEP icon

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
ERIM
1076
Eagle Ridge Investment Management
Connecticut
$225K
PCA
1077
Private Capital Advisors
Connecticut
$224K
ZIG
1078
Zullo Investment Group
Pennsylvania
$223K -$1.73K -19 -0.8%
SFS
1079
Stiles Financial Services
Minnesota
$223K +$1.82K +20 +0.9%
LFGH
1080
Lee Financial Group Hawaii
Hawaii
$222K
GJIA
1081
Glass Jacobson Investment Advisors
Maryland
$221K +$212K +2,326 New
HL
1082
HeadInvest LLC
Maine
$220K +$211K +2,313 New
IA
1083
IFG Advisors
Missouri
$219K -$2.82K -31 -1%
WAL
1084
W Advisors LLC
Tennessee
$219K
CC
1085
Cornerstone Capital
California
$218K +$209K +2,300 New
WA
1086
Waverly Advisors
Alabama
$217K +$208K +2,290 New
LJAC
1087
L.J. Altfest & Co
New York
$217K +$208K +2,282 New
MSWM
1088
McGlone Suttner Wealth Management
Wisconsin
$216K +$207K +2,279 New
MGIA
1089
Moneta Group Investment Advisors
Missouri
$216K -$47.9K -526 -19%
TNBTD
1090
Trustmark National Bank Trust Department
Mississippi
$216K -$41K -450 -17%
AIM
1091
Alhambra Investment Management
Florida
$216K +$207K +2,270 New
SSWM
1092
Strait & Sound Wealth Management
California
$215K +$207K +2,270 New
EFL
1093
ERn Financial LLC
Wisconsin
$214K -$10.6K -116 -5%
UPC
1094
Utah Peaks Capital
Utah
$214K +$205K +2,251 New
ACIM
1095
Azimuth Capital Investment Management
Michigan
$214K +$205K +2,250 New
CA
1096
Carson Advisory
Georgia
$213K +$205K +2,248 New
RFA
1097
Register Financial Advisors
Georgia
$213K +$204K +2,244 New
BHBT
1098
Burke & Herbert Bank & Trust
Virginia
$213K +$204K +2,239 New
FFG
1099
Fortem Financial Group
California
$213K +$204K +2,241 New
ESB
1100
Essex Savings Bank
Connecticut
$212K -$55K -604 -21%

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.