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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
WAM
1201
WFA Asset Management
Wisconsin
$77K +$637 +7 +0.9%
PA
1202
PSI Advisors
Florida
$76.6K +$4.92K +54 +7%
AAP
1203
Arax Advisory Partners
Colorado
$75.7K -$2.91K -32 -4%
SN
1204
Sittner & Nelson
Oregon
$75.4K
FRA
1205
Front Row Advisors
California
$75K
SBL
1206
Sargent Bickham Lagudis
Colorado
$73.6K
LS
1207
Leelyn Smith
Illinois
$72.2K +$60.1K +660 +660%
WPWM
1208
Western Pacific Wealth Management
Illinois
$72.1K +$24.9K +274 +56%
CAL
1209
Capital Advisors Ltd
Ohio
$72K +$39.9K +438 +58%
CJL
1210
Cyrus J. Lawrence
New York
$72K +$68.8K +756 New
VNA
1211
Valley National Advisers
Pennsylvania
$69K -$5.55K -61 -8%
LFA
1212
Level Financial Advisors
New York
$69K +$2K +22 +3%
EL
1213
EMFO LLC
Florida
$68.3K -$25.9K -285 -28%
HFM
1214
Harvest Fund Management
China
$68K +$56.5K +621 +621%
LF
1215
Lee Financial
Texas
$65.5K
CA
1216
Crewe Advisors
Utah
$65K +$4.73K +52 +8%
ST
1217
Smithfield Trust
Pennsylvania
$65K -$4.1K -45 -6%
SC
1218
Schubert & Co
Texas
$64K -$19.8K -217 -24%
FIM
1219
FWL Investment Management
Texas
$62.6K +$60K +659 New
CT
1220
Clearstead Trust
Maine
$61K
ACA
1221
Atlas Capital Advisors
Wyoming
$60.7K
NMG
1222
New Millennium Group
Utah
$60.4K +$819 +9 +1%
NL
1223
NVWM LLC
Pennsylvania
$60.3K
ONST
1224
Old North State Trust
North Carolina
$58K
SC
1225
Seldon Capital
California
$57.2K

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.