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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
Wealth Enhancement Advisory Services
1076
Wealth Enhancement Advisory Services
Minnesota
$212K -$2.71M -29,617 -93%
MSWM
1077
McGlone Suttner Wealth Management
Wisconsin
$211K +$3.93K +43 +2%
RA
1078
RFG Advisory
Alabama
$211K -$29.2K -319 -12%
IA
1079
IFG Advisors
Missouri
$210K
WAL
1080
W Advisors LLC
Tennessee
$210K
FFG
1081
Fortem Financial Group
California
$210K +$5.76K +63 +3%
MA
1082
MONECO Advisors
Connecticut
$210K +$211K +2,304 New
AF
1083
Aldebaran Financial
$209K -$18.3K -200 -8%
CC
1084
Cornerstone Capital
California
$209K
HL
1085
HeadInvest LLC
Maine
$208K -$2.29K -25 -1%
LJAC
1086
L.J. Altfest & Co
New York
$208K
RP
1087
Riverwater Partners
Wisconsin
$207K -$12.1K -132 -5%
PWPS
1088
Pinnacle Wealth Planning Services
Ohio
$207K +$14.8K +162 +8%
VHAM
1089
Van Hulzen Asset Management
California
$207K -$314K -3,429 -60%
TNBTD
1090
Trustmark National Bank Trust Department
Mississippi
$207K
SSWM
1091
Strait & Sound Wealth Management
California
$207K
AIM
1092
Alhambra Investment Management
Florida
$207K
EFL
1093
ERn Financial LLC
Wisconsin
$206K +$1.46K +16 +0.7%
First Manhattan
1094
First Manhattan
New York
$206K -$27.2K -297 -12%
MPI
1095
Mairs & Power Inc
Minnesota
$206K +$207K +2,268 New
IA
1096
Insight Advisors
Pennsylvania
$205K +$3.57K +39 +2%
ACIM
1097
Azimuth Capital Investment Management
Michigan
$205K
CA
1098
Carson Advisory
Georgia
$205K
BHBT
1099
Burke & Herbert Bank & Trust
Virginia
$204K
NL
1100
NWAM LLC
Washington
$204K -$26.9K -294 -12%

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.