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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
AA
1176
Addison Advisors
Vermont
$79.9K -$549 -6 -0.7%
ASBI
1177
American State Bank (Iowa)
Iowa
$77.8K
CSC
1178
Caldwell Sutter Capital
California
$77.7K +$78.1K +854 New
CWC
1179
Carolinas Wealth Consulting
North Carolina
$77.6K +$42.6K +466 +8%
LF
1180
Lee Financial
Texas
$75.4K +$12.7K +139 +20%
FFL
1181
Financial Freedom LLC
Ohio
$75.2K +$183 +2 +0.2%
BBPWM
1182
Blue Bell Private Wealth Management
Pennsylvania
$74.6K
WAM
1183
WFA Asset Management
Wisconsin
$74.5K +$640 +7 +0.9%
PA
1184
PSI Advisors
Florida
$73.9K +$549 +6 +0.7%
BWL
1185
Bogart Wealth LLC
Virginia
$73.5K -$82.2K -899 -53%
AAP
1186
Arax Advisory Partners
Colorado
$73.2K +$640 +7 +0.9%
SN
1187
Sittner & Nelson
Oregon
$72.2K
FRA
1188
Front Row Advisors
California
$72K
CFD
1189
Creative Financial Designs
Indiana
$71.4K -$9.15K -100 -11%
BAAM
1190
Baker Avenue Asset Management
California
$71.2K +$66.3K +725 +1,250%
CAL
1191
Capital Advisors Ltd
Ohio
$71K -$37.7K -412 -34%
WPWM
1192
Western Pacific Wealth Management
Illinois
$69.1K
CJL
1193
Cyrus J. Lawrence
New York
$69K
VNA
1194
Valley National Advisers
Pennsylvania
$68K +$91 +1 +0.1%
Loomis, Sayles & Company
1195
Loomis, Sayles & Company
Massachusetts
$66K -$53K -579 -44%
AT
1196
Avalon Trust
New Mexico
$65.7K +$66K +722 New
EL
1197
EMFO LLC
Florida
$65.4K
CG
1198
Cutler Group
California
$62K +$62.6K +684 New
MBFW
1199
Morton Brown Family Wealth
Pennsylvania
$61.9K +$62.2K +680 New
PCM
1200
Pointe Capital Management
Michigan
$61.1K +$61.5K +672 New

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.