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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
CCMW
1226
Cypress Capital Management (Wyoming)
Wyoming
$57K
CM
1227
Cornerstone Management
Georgia
$56.7K
CWA
1228
Clearview Wealth Advisors
Oregon
$56K +$3.28K +36 +6%
PMFA
1229
Plante Moran Financial Advisors
Michigan
$55.7K +$455 +5 +0.9%
IA
1230
IFS Advisors
Kansas
$54.2K
CB
1231
CNB Bank
Pennsylvania
$53.4K
VCM
1232
Versant Capital Management
Arizona
$52.8K -$1.36K -15 -3%
TIM
1233
Tortoise Investment Management
New York
$52.4K +$1.09K +12 +2%
AF
1234
Arrow Financial
New York
$51K +$18.2K +200 +59%
APC
1235
Aspire Private Capital
North Carolina
$49.9K -$38.6K -424 -45%
OC
1236
Oakworth Capital
Alabama
$49.5K -$65K -714 -58%
SWA
1237
SOA Wealth Advisors
New York
$49.3K +$182 +2 +0.4%
MPWT
1238
MassMutual Private Wealth & Trust
Connecticut
$49K +$7.74K +85 +20%
LWA
1239
Lowe Wealth Advisors
Maryland
$48.5K
POIA
1240
Pin Oak Investment Advisors
Texas
$48K
PSB
1241
Piscataqua Savings Bank
New Hampshire
$47.5K
RAM
1242
Riggs Asset Management
Pennsylvania
$47.5K
FNBOSM
1243
First National Bank of South Miami
Florida
$47K
SWA
1244
Sutton Wealth Advisors
Florida
$45.9K -$110K -1,206 -71%
AS
1245
Altshuler Shaham
Israel
$45.9K -$6.1K -67 -12%
FFA
1246
Farther Finance Advisors
California
$45.2K +$43.3K +476 New
WPA
1247
West Paces Advisors
Georgia
$44.3K +$16.1K +177 +61%
BWAM
1248
Boyd Watterson Asset Management
Ohio
$43.7K +$41.9K +460 New
HCM
1249
Hollencrest Capital Management
California
$43.4K +$41.6K +457 New
DI
1250
Disciplined Investments
Oklahoma
$43.2K -$455 -5 -1%

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.