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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
CPIG
1101
Chicago Partners Investment Group
Illinois
$211K +$208K +2,289 New
CC
1102
Cannell & Co
New York
$211K +$203K +2,225 New
IA
1103
Insight Advisors
Pennsylvania
$210K +$202K +2,218 New
LF
1104
Lantz Financial
Illinois
$210K +$201K +2,209 New
PFM
1105
Patton Fund Management
Texas
$209K +$200K +2,198 New
IIM
1106
Ipswich Investment Management
Massachusetts
$209K +$200K +2,200 New
SEC
1107
Seven Eight Capital
New York
$208K +$200K +2,194 New
VAM
1108
Verity Asset Management
North Carolina
$207K +$199K +2,182 New
AWP
1109
Abacus Wealth Partners
California
$207K +$199K +2,181 New
WQ
1110
Wealth Quarterback
New Jersey
$207K +$199K +2,181 New
Jones Financial Companies
1111
Jones Financial Companies
Missouri
$207K -$24.7K -271 -11%
CT
1112
Cambridge Trust
Massachusetts
$206K +$22.1K +243 +13%
PG
1113
Pendal Group
Australia
$206K +$197K +2,168 New
CL
1114
Choreo LLC
Illinois
$204K +$195K +2,144 New
BRA
1115
Bender Robert & Associates
California
$204K +$196K +2,150 New
JGIA
1116
Jackson Grant Investment Advisers
Connecticut
$203K +$546 +6 +0.3%
SFG
1117
StrategIQ Financial Group
Indiana
$203K +$195K +2,139 New
BFG
1118
Berger Financial Group
Minnesota
$203K +$194K +2,136 New
LCM
1119
LCM Capital Management
Illinois
$203K +$194K +2,134 New
OFA
1120
Oak Family Advisors
Illinois
$202K +$194K +2,126 New
LGA
1121
Lebenthal Global Advisors
New York
$201K +$193K +2,119 New
CWM
1122
CCG Wealth Management
California
$201K +$193K +2,117 New
PWPS
1123
Pinnacle Wealth Planning Services
Ohio
$201K -$44.2K -486 -19%
BFC
1124
Blue Fin Capital
Rhode Island
$201K +$192K +2,114 New
BFG
1125
Bouchey Financial Group
New York
$201K +$192K +2,114 New

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.