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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
CPA
1251
Cowen Prime Advisors
New York
$43K
MCM
1252
MV Capital Management
Maryland
$42.2K +$10K +110 +33%
SCM
1253
Silvant Capital Management
Georgia
$41.7K
PWS
1254
Paragon Wealth Strategies
Florida
$41.6K +$273 +3 +0.7%
FPFS
1255
First Personal Financial Services
North Carolina
$40.4K
CCA
1256
Catalyst Capital Advisors
New York
$38.1K -$819 -9 -2%
BWM
1257
Baystate Wealth Management
Massachusetts
$38K
TFP
1258
Tilia Fiduciary Partners
North Carolina
$36.7K
BC
1259
Barrett & Company
Rhode Island
$36.7K
CWC
1260
Carolinas Wealth Consulting
North Carolina
$36.5K +$14K +154 +3%
BWP
1261
Baldwin Wealth Partners
Massachusetts
$36K +$22.8K +250 +194%
NFSG
1262
Newbridge Financial Services Group
Florida
$35.4K +$12.2K +134 +56%
TWM
1263
Tradition Wealth Management
Minnesota
$35K -$1.73K -19 -5%
IAS
1264
IMA Advisory Services
Colorado
$34.9K
MFG
1265
Mendota Financial Group
Wisconsin
$34.2K +$32.9K +361 New
OA
1266
Operose Advisors
Wisconsin
$34.2K
OSNBOA
1267
Old Second National Bank of Aurora
Illinois
$34.2K +$32.8K +360 New
WOC
1268
West Oak Capital
California
$34K
FP
1269
Financial Perspectives
Minnesota
$33.1K
FFC
1270
First Financial Corp
Indiana
$32.9K
ANBT
1271
American National Bank & Trust
Texas
$32K +$28.1K +309 +1,104%
SFG
1272
Steward Financial Group
Texas
$32K +$30.9K +339 New
FWA
1273
Freedom Wealth Alliance
Wisconsin
$29.1K +$27.9K +307 New
AWM
1274
Ameliora Wealth Management
Switzerland
$28.5K
CH
1275
Canton Hathaway
Rhode Island
$28K

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.