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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
HWA
1176
Heritage Wealth Advisors
Virginia
$113K
CAC
1177
Core Alternative Capital
Georgia
$112K +$90.2K +991 +527%
ATC
1178
Adirondack Trust Company
New York
$110K +$36.4K +400 +53%
WSC
1179
Wellington Shields & Co
New York
$109K
SOW
1180
State of Wyoming
Wyoming
$107K +$103K +1,130 New
BCMLT
1181
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$25K +275 +32%
TF
1182
Tompkins Financial
New York
$105K
HGERS
1183
Householder Group Estate & Retirement Specialist
Arizona
$105K +$2K +22 +2%
CCA
1184
Column Capital Advisors
Indiana
$102K
MFC
1185
Mechanics Financial Corp
Ohio
$99K -$4.19K -46 -4%
TFGT
1186
TS Financial Group (TSFG)
Illinois
$95K +$273 +3 +0.3%
GIA
1187
GHP Investment Advisors
Colorado
$95K
3IP
1188
3Chopt Investment Partners
Virginia
$95K +$91K +1,000 New
AWM
1189
Atticus Wealth Management
Florida
$94.9K -$637 -7 -0.7%
RMC
1190
Resources Management Corp
Connecticut
$93K
Dimensional Fund Advisors
1191
Dimensional Fund Advisors
Texas
$88.5K -$2.95M -32,433 -3%
SC
1192
Stephens Consulting
Michigan
$87.8K
CFD
1193
Creative Financial Designs
Indiana
$84K -$5.46K -60 -6%
AA
1194
Addison Advisors
Vermont
$83.9K -$19.5K -214 -19%
BSB
1195
Bangor Savings Bank
Maine
$83K
ASBI
1196
American State Bank (Iowa)
Iowa
$81.2K
FFL
1197
Financial Freedom LLC
Ohio
$78.3K +$75K +824 New
BBPWM
1198
Blue Bell Private Wealth Management
Pennsylvania
$77.9K
TSWM
1199
Tyler-Stone Wealth Management
Ohio
$77K
HDIM
1200
Hanson & Doremus Investment Management
Vermont
$77K +$38.2K +420 +106%

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.