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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
WBC
1151
West Branch Capital
Massachusetts
$151K
WSCM
1152
Wellington Shields Capital Management
New York
$149K +$91 +1 +0.1%
MRCM
1153
M&R Capital Management
New Jersey
$147K
DMBA
1154
Deseret Mutual Benefit Administrators
Utah
$146K -$119K -1,310 -46%
DJSG
1155
D.J. St. Germain
Massachusetts
$146K +$139K +1,528 +27%
ME
1156
McIlrath & Eck
Washington
$143K +$43.7K +480 +47%
SAM
1157
S.A. Mason
Michigan
$139K
PCTC
1158
Perkins Coie Trust Company
Washington
$138K
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$135K +$40.1K +440 +45%
TFS
1160
TrustCore Financial Services
Tennessee
$134K +$19.7K +216 +18%
SWM
1161
Sugarloaf Wealth Management
Georgia
$133K +$91 +1 +0.1%
LWCFA
1162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K -$15.6K -171 -11%
FWM
1163
Focused Wealth Management
New York
$131K +$546 +6 +0.4%
CFO
1164
CVA Family Office
Colorado
$129K +$37.3K +410 +43%
BCM
1165
Blume Capital Management
California
$128K
GTCM
1166
Gyon Technologies Capital Management
New Jersey
$128K +$123K +1,347 New
DSC
1167
Duncker Streett & Co
Missouri
$127K
Loomis, Sayles & Company
1168
Loomis, Sayles & Company
Massachusetts
$124K +$36.5K +401 +44%
JWA
1169
JFS Wealth Advisors
Pennsylvania
$124K +$12.5K +137 +12%
RP
1170
Rowlandmiller & Partners
Georgia
$122K -$6.37K -70 -5%
DWP
1171
Destiny Wealth Partners
Florida
$121K -$276K -3,028 -70%
AWM
1172
AllSquare Wealth Management
New York
$120K
GFPC
1173
Global Financial Private Client
Florida
$119K -$338K -3,712 -75%
APW
1174
Acima Private Wealth
Virginia
$116K
NF
1175
Norwood Financial
Pennsylvania
$113K

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.