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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Endurance Wealth Management
Rhode Island
$38K
HDIM
1252
Hanson & Doremus Investment Management
Vermont
$38K
HI
1253
Hudock Inc
Pennsylvania
$38K
NIC
1254
Northwest Investment Counselors
Oregon
$38K +$18.5K +187 +91%
FBC
1255
Fairfield, Bush & Co
Connecticut
$38K +$39.1K +395 New
SFG
1256
Steward Financial Group
Texas
$37K -$793 -8 -2%
TWM
1257
Tradition Wealth Management
Minnesota
$37K +$99 +1 +0.3%
TFP
1258
Tilia Fiduciary Partners
North Carolina
$37K +$1.98K +20 +5%
SWA
1259
Sutton Wealth Advisors
Florida
$36K +$595 +6 +2%
MPWT
1260
MassMutual Private Wealth & Trust
Connecticut
$35K -$16.8K -170 -32%
COCM
1261
Charter Oak Capital Management
New Hampshire
$35K
IAS
1262
IMA Advisory Services
Colorado
$35K +$4.96K +50 +16%
WOC
1263
West Oak Capital
California
$35K +$7.93K +80 +29%
EW
1264
Evoke Wealth
California
$35K +$30.2K +305 +508%
BFPW
1265
BOK Financial Private Wealth
Colorado
$35K +$36.5K +368 New
VWM
1266
Valley Wealth Managers
New Jersey
$34K +$34.7K +350 New
FP
1267
Financial Perspectives
Minnesota
$33.5K
AF
1268
Arrow Financial
New York
$33K
EC
1269
Elequin Capital
New York
$33K +$4.46K +45 +15%
FFC
1270
First Financial Corp
Indiana
$32K
HCM
1271
Huber Capital Management
California
$29K -$3.07K -31 -9%
CG
1272
Cutler Group
California
$29K +$16.1K +162 +108%
4FG
1273
4Thought Financial Group
New York
$28K
WPA
1274
West Paces Advisors
Georgia
$27.8K
KFS
1275
Kelly Financial Services
Massachusetts
$26.1K +$198 +2 +0.7%

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.