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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
CSWM
1126
Cassady Schiller Wealth Management
Ohio
$201K +$192K +2,112 New
JCIA
1127
Jackson Creek Investment Advisors
Colorado
$200K -$366K -4,024 -66%
VIA
1128
Virtus Investment Advisers
Connecticut
$196K
FCA
1129
FinTrust Capital Advisors
South Carolina
$194K
NIC
1130
Northwest Investment Counselors
Oregon
$192K +$148K +1,629 +416%
IBOK
1131
Independence Bank of Kentucky
Kentucky
$190K -$9.1K -100 -5%
HBW
1132
Hazlett, Burt & Watson
West Virginia
$188K +$910 +10 +0.5%
MA
1133
Montag & Associates
Georgia
$187K -$28.9K -318 -14%
MS
1134
Madden Securities
Texas
$184K +$176K +1,935 New
PB
1135
Pinnacle Bancorp
Nebraska
$183K -$14.7K -162 -8%
TWA
1136
TCI Wealth Advisors
Arizona
$178K -$1.09K -12 -0.6%
MA
1137
MCF Advisors
Kentucky
$176K +$1.82K +20 +1%
LFG
1138
Larson Financial Group
Missouri
$170K -$81.9K -900 -33%
FCB
1139
First Command Bank
Texas
$169K +$71.1K +781 +78%
FCFS
1140
First Command Financial Services
Texas
$169K +$71.1K +781 +78%
SWM
1141
Spire Wealth Management
Virginia
$167K +$1.64K +18 +1%
TF
1142
TimeScale Financial
Massachusetts
$164K +$91 +1 +0.1%
TH
1143
TCTC Holdings
Texas
$162K
KFI
1144
Key Financial Inc
Pennsylvania
$162K
CWM
1145
Cranbrook Wealth Management
Michigan
$162K
BWL
1146
Bogart Wealth LLC
Virginia
$162K -$6.1K -67 -4%
DCM
1147
Dupont Capital Management
Delaware
$160K -$2.38M -26,116 -94%
MCM
1148
Manchester Capital Management
Vermont
$154K -$182 -2 -0.1%
QC
1149
Quent Capital
New York
$154K +$34.5K +379 +30%
JMF
1150
Johnson Midwest Financial
Iowa
$154K

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.