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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1251
John W. Brooker & Co
California
$17K
LWP
1252
Lumature Wealth Partners
Georgia
$17K
RBC
1253
Roble Belko & Company
Pennsylvania
$17K
TC
1254
Trust Company
Kansas
$17K
SIC
1255
SJS Investment Consulting
Ohio
$17K +$19.4K +196 New
BLC
1256
Brown, Lisle/Cummings
Rhode Island
$16.9K
GEA
1257
Glen Eagle Advisors
New Jersey
$16.4K
CAC
1258
Core Alternative Capital
Georgia
$16K -$27.4K -277 -60%
FCMT
1259
Founders Capital Management (Texas)
Texas
$15K
MW
1260
Milestone Wealth
New York
$15K
MFA
1261
McClarren Financial Advisors
Pennsylvania
$14K +$16.4K +166 New
AIP
1262
Almanack Investment Partners
Pennsylvania
$14K +$16.5K +167 New
PI
1263
PineBridge Investments
New York
$13K -$7.22K -73 -33%
DFCM
1264
Dark Forest Capital Management
Puerto Rico
$13K +$11.1K +112 +311%
AWM
1265
Avior Wealth Management
Nebraska
$12K -$1.68K -17 -10%
BONH
1266
Bank of New Hampshire
New Hampshire
$12K
IAMOG
1267
Investors Asset Management of Georgia
Georgia
$12K
PG
1268
Proffitt & Goodson
Tennessee
$12K
CL
1269
COWA LLC
Oklahoma
$12K +$13.3K +135 New
FPB
1270
First PREMIER Bank
South Dakota
$11K -$4.45K -45 -26%
BWP
1271
Baldwin Wealth Partners
Massachusetts
$11K
EA
1272
Evolution Advisers
Virginia
$11K
AFS
1273
Annapolis Financial Services
Maryland
$10K
WFA
1274
West Financial Advisors
Iowa
$10K
HS
1275
Horan Securities
United States
$10K +$1.09K +11 +10%

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.