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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
BAM
1276
Baldrige Asset Management
Pennsylvania
$28K +$18.2K +200 +200%
TCM
1277
TD Capital Management
Tennessee
$27.8K +$3.55K +39 +15%
TWD
1278
True Wealth Design
Ohio
$27.7K +$26.6K +292 New
C
1279
Covestor
United Kingdom
$27K -$364 -4 -1%
DFCM
1280
Dark Forest Capital Management
Puerto Rico
$27K +$12.4K +136 +92%
AI
1281
AXS Investments
New York
$26.8K +$25.7K +282 New
KFS
1282
Kelly Financial Services
Massachusetts
$26.2K +$182 +2 +0.7%
TCA
1283
Trifecta Capital Advisors
Illinois
$24.8K +$23.8K +261 New
SSC
1284
Syverson Strege & Co
Iowa
$24.7K
WB
1285
Webster Bank
Connecticut
$24K
JFA
1286
JNBA Financial Advisors
Minnesota
$23.7K
BLC
1287
Brown, Lisle/Cummings
Rhode Island
$23.6K +$4.92K +54 +28%
AIM
1288
Achmea Investment Management
Netherlands
$23K
AP
1289
Arlington Partners
Alabama
$22.2K
PWMG
1290
Prestige Wealth Management Group
New Jersey
$21.8K +$91 +1 +0.4%
AAMA
1291
Advanced Asset Management Advisors
Ohio
$21.4K +$20.5K +225 New
CWM
1292
Compass Wealth Management
Connecticut
$19.3K +$18.5K +203 New
RBC
1293
Roble Belko & Company
Pennsylvania
$19K
TC
1294
Trust Company
Kansas
$19K
LWP
1295
Lumature Wealth Partners
Georgia
$19K
MAM
1296
Marquette Asset Management
Minnesota
$19K +$18.2K +200 New
PFC
1297
Phocas Financial Corp
California
$19K +$18.2K +200 New
RFS
1298
Retirement Financial Solutions
Tennessee
$18.4K +$17.7K +194 New
GEA
1299
Glen Eagle Advisors
New Jersey
$18K
TCCM
1300
Timber Creek Capital Management
Massachusetts
$17.6K -$32.8K -360 -66%

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.