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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
NFSG
1251
Newbridge Financial Services Group
Florida
$34.3K +$366 +4 +1%
OA
1252
Operose Advisors
Wisconsin
$32.8K
WOC
1253
West Oak Capital
California
$32.8K
LFA
1254
Level Financial Advisors
New York
$31.8K -$34K -372 -52%
FP
1255
Financial Perspectives
Minnesota
$31.8K
FFC
1256
First Financial Corp
Indiana
$31.5K
CCM
1257
Chilton Capital Management
Texas
$28.5K +$28.6K +313 New
CCA
1258
Catalyst Capital Advisors
New York
$28K -$8.51K -93 -23%
AWM
1259
Ameliora Wealth Management
Switzerland
$27.3K
CH
1260
Canton Hathaway
Rhode Island
$27K
HB
1261
Horizon Bancorp
Indiana
$27K +$11K +120 +67%
Commonwealth Equity Services
1262
Commonwealth Equity Services
Massachusetts
$26.7K +$377K +4,124 +1%
C
1263
Covestor
United Kingdom
$26K +$91 +1 +0.4%
KFS
1264
Kelly Financial Services
Massachusetts
$25.4K +$274 +3 +1%
AI
1265
AXS Investments
New York
$24.5K -$1.19K -13 -5%
SFG
1266
Steward Financial Group
Texas
$24K -$5.95K -65 -19%
TWP
1267
TFO Wealth Partners
Ohio
$23.7K +$23.5K +257 +6,425%
SSC
1268
Syverson Strege & Co
Iowa
$23.7K
AIM
1269
Achmea Investment Management
Netherlands
$23K
JFA
1270
JNBA Financial Advisors
Minnesota
$22.7K
CAM
1271
Chesapeake Asset Management
New York
$22.7K +$22.9K +250 New
BLC
1272
Brown, Lisle/Cummings
Rhode Island
$22.7K
CHA
1273
Carmichael Hill & Associates
Maryland
$21.4K +$21.5K +235 New
PWMG
1274
Prestige Wealth Management Group
New Jersey
$20.6K -$366 -4 -2%
RWPA
1275
Richard W. Paul & Associates
Michigan
$19.2K +$7.96K +87 +70%

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.