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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
SOS
1101
Silver Oak Securities
Tennessee
$162K +$213K +2,155 New
KFI
1102
Key Financial Inc
Pennsylvania
$162K
MCC
1103
Money Concepts Capital
Florida
$159K +$99 +1 +0.1%
MA
1104
MCF Advisors
Kentucky
$158K
PCFFS
1105
Pacific Center for Financial Services
California
$158K
SWM
1106
Selective Wealth Management
Virginia
$155K +$1.38K +14 +0.8%
BWL
1107
Bogart Wealth LLC
Virginia
$153K +$5.04K +51 +3%
SWM
1108
Spire Wealth Management
Virginia
$150K -$126K -1,276 -42%
CWM
1109
Cranbrook Wealth Management
Michigan
$148K
TH
1110
TCTC Holdings
Texas
$147K
SWA
1111
Sutton Wealth Advisors
Florida
$146K +$130K +1,314 +350%
MCM
1112
Manchester Capital Management
Vermont
$141K +$198 +2 +0.1%
WBC
1113
West Branch Capital
Massachusetts
$137K
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K -$63.5K -642 -29%
WSCM
1115
Wellington Shields Capital Management
New York
$135K +$99 +1 +0.1%
MRCM
1116
M&R Capital Management
New Jersey
$133K
SAM
1117
S.A. Mason
Michigan
$127K -$494 -5 -0.3%
PCTC
1118
Perkins Coie Trust Company
Washington
$126K
SWM
1119
Sugarloaf Wealth Management
Georgia
$122K +$99 +1 +0.1%
HIIFS
1120
Harel Insurance Investments & Financial Services
Israel
$121K +$67.9K +687 +102%
FWM
1121
Focused Wealth Management
New York
$119K +$43.5K +440 +47%
KTC
1122
Kistler-Tiffany Companies
Pennsylvania
$118K +$16.3K +165 +14%
BCM
1123
Blume Capital Management
California
$117K
RP
1124
Rowlandmiller & Partners
Georgia
$117K
DSC
1125
Duncker Streett & Co
Missouri
$115K

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.