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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
IAS
1276
IMA Advisory Services
Colorado
$19K -$14.5K -159 -43%
BAM
1277
Baldrige Asset Management
Pennsylvania
$19K -$8.42K -92 -31%
CWM
1278
Compass Wealth Management
Connecticut
$18.5K
LWP
1279
Lumature Wealth Partners
Georgia
$18.2K
MAM
1280
Marquette Asset Management
Minnesota
$18.2K
TC
1281
Trust Company
Kansas
$18.2K
RBC
1282
Roble Belko & Company
Pennsylvania
$18K
GEA
1283
Glen Eagle Advisors
New Jersey
$17.3K
WWM
1284
Wolff Wiese Magana
California
$16.5K
FCMT
1285
Founders Capital Management (Texas)
Texas
$16K
MFA
1286
McClarren Financial Advisors
Pennsylvania
$15K +$91 +1 +0.6%
NSG
1287
Nalls Sherbakoff Group
Tennessee
$14.7K +$14.8K +162 New
CUAMC
1288
China Universal Asset Management Company
China
$14.2K +$14.3K +156 New
PI
1289
PineBridge Investments
New York
$13.2K
FMP
1290
Financial Management Professionals
Texas
$13K +$4.67K +51 +57%
BONH
1291
Bank of New Hampshire
New Hampshire
$12.3K
UFF
1292
USA Financial Formulas
Michigan
$11.8K +$11.9K +130 New
PO
1293
Private Ocean
California
$11.7K +$2.65K +29 +29%
EA
1294
Evolution Advisers
Virginia
$11K
FPB
1295
First PREMIER Bank
South Dakota
$11K
WFA
1296
West Financial Advisors
Iowa
$10.9K
RDFA
1297
Ritter Daniher Financial Advisory
Ohio
$10.9K +$11K +120 New
HS
1298
Horan Securities
United States
$10.6K
RTL
1299
Red Tortoise LLC
Georgia
$10.6K +$10.6K +116 New
AFS
1300
Annapolis Financial Services
Maryland
$10.2K

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.