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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
CC
1101
Cannell & Co
New York
$202K
BC
1102
Burney Company
Virginia
$201K +$202K +2,206 New
WQ
1103
Wealth Quarterback
New Jersey
$200K +$1.74K +19 +0.9%
NIC
1104
Northwest Investment Counselors
Oregon
$197K +$13.4K +146 +7%
JGIA
1105
Jackson Grant Investment Advisers
Connecticut
$195K +$640 +7 +0.3%
WT
1106
Washington Trust
Rhode Island
$195K -$113K -1,235 -37%
FCA
1107
FinTrust Capital Advisors
South Carolina
$194K
CWM
1108
Cranbrook Wealth Management
Michigan
$192K +$36.6K +400 +23%
VIA
1109
Virtus Investment Advisers
Connecticut
$188K
CSWM
1110
Cassady Schiller Wealth Management
Ohio
$186K -$6.13K -67 -3%
TWA
1111
TCI Wealth Advisors
Arizona
$185K +$14.7K +161 +9%
IBOK
1112
Independence Bank of Kentucky
Kentucky
$182K
FWM
1113
Focused Wealth Management
New York
$181K +$55.9K +611 +44%
ME
1114
McIlrath & Eck
Washington
$181K +$43.9K +480 +32%
MA
1115
Montag & Associates
Georgia
$179K
TH
1116
TCTC Holdings
Texas
$178K +$22K +241 +14%
BCWM
1117
Bartlett & Co Wealth Management
Ohio
$177K -$45.7K -500 -20%
TF
1118
TimeScale Financial
Massachusetts
$177K +$4.76K +52 +3%
BC
1119
Bartlett & Co
Ohio
$177K -$45.7K -500 -20%
PB
1120
Pinnacle Bancorp
Nebraska
$176K
DFCM
1121
Dark Forest Capital Management
Puerto Rico
$173K +$148K +1,622 +571%
LC
1122
Lindbrook Capital
California
$171K -$173K -1,888 -50%
CT
1123
Cambridge Trust
Massachusetts
$170K -$27.6K -302 -14%
PCFFS
1124
Pacific Center for Financial Services
California
$166K +$167K +1,825 New
HBW
1125
Hazlett, Burt & Watson
West Virginia
$164K -$17.1K -187 -9%

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.