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American Electric Power

1,352 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%)

3% less funds holding

Funds holding: 1,3871,352 (-35)

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
1,352
Holders Change
-35
Holders Change %
-2.52%
% of All Funds
21.55%
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
POIA
1226
Pin Oak Investment Advisors
Texas
$46K
FNBOSM
1227
First National Bank of South Miami
Florida
$45.5K
PSB
1228
Piscataqua Savings Bank
New Hampshire
$45.5K
RAM
1229
Riggs Asset Management
Pennsylvania
$45.5K
MCM
1230
MV Capital Management
Maryland
$44.5K +$4.12K +45 +10%
WPA
1231
West Paces Advisors
Georgia
$43.7K +$1.19K +13 +3%
VWM
1232
Venturi Wealth Management
Texas
$43.3K +$43.5K +476 New
CPA
1233
Cowen Prime Advisors
New York
$42K
BWAM
1234
Boyd Watterson Asset Management
Ohio
$41.9K
SWA
1235
Sutton Wealth Advisors
Florida
$41.6K -$2.38K -26 -5%
HCM
1236
Hollencrest Capital Management
California
$41.6K
RTC
1237
Riverview Trust Company
Washington
$41.4K +$35K +383 +532%
FFA
1238
Farther Finance Advisors
California
$41.1K -$2.19K -24 -5%
DI
1239
Disciplined Investments
Oklahoma
$41.1K -$274 -3 -0.7%
SCM
1240
Silvant Capital Management
Georgia
$39.9K
FPFS
1241
First Personal Financial Services
North Carolina
$38.8K
TWM
1242
Tradition Wealth Management
Minnesota
$38K +$4.67K +51 +14%
FDCC
1243
Foster Dykema Cabot & Co
Massachusetts
$37K +$36.9K +403 New
BWM
1244
Baystate Wealth Management
Massachusetts
$37K +$366 +4 +1%
AS
1245
AM Squared
Hong Kong
$36.4K +$36.6K +400 New
BC
1246
Barrett & Company
Rhode Island
$36K
HDIM
1247
Hanson & Doremus Investment Management
Vermont
$36K -$38.4K -420 -52%
MFG
1248
Mendota Financial Group
Wisconsin
$35.4K -$549 -6 -2%
TFP
1249
Tilia Fiduciary Partners
North Carolina
$35.2K
BWP
1250
Baldwin Wealth Partners
Massachusetts
$34.5K

AEP Hedge Fund Activity: Q1 2023 in Review

1,352 of the 6,275 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.

  • 1,352 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.