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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1301
Milestone Wealth
New York
$17K
FPB
1302
First PREMIER Bank
South Dakota
$16K +$4.46K +45 +36%
AWM
1303
Avior Wealth Management
Nebraska
$15K -$396 -4 -2%
CCM
1304
Covington Capital Management
California
$14K -$17.3K -175 -54%
IAMOG
1305
Investors Asset Management of Georgia
Georgia
$14K +$14.2K +143 New
BONH
1306
Bank of New Hampshire
New Hampshire
$13K
PG
1307
Proffitt & Goodson
Tennessee
$13K
NFSG
1308
Newbridge Financial Services Group
Florida
$13K +$99 +1 +0.7%
BWP
1309
Baldwin Wealth Partners
Massachusetts
$12K
EA
1310
Evolution Advisers
Virginia
$12K
WFA
1311
West Financial Advisors
Iowa
$12K
WOSD
1312
WFA of San Diego
California
$12K +$11.9K +120 New
AFS
1313
Annapolis Financial Services
Maryland
$11K
FMP
1314
Financial Management Professionals
Texas
$11K +$5.05K +51 +77%
BHWM
1315
Beaird Harris Wealth Management
Texas
$10K -$4.46K -45 -31%
BAM
1316
Baldrige Asset Management
Pennsylvania
$10K
FWA
1317
FSC Wealth Advisors
New York
$10K
HS
1318
Horan Securities
United States
$10K
HSA
1319
Hussman Strategic Advisors
Maryland
$10K
KA
1320
Kozak & Associates
Colorado
$10K
SFA
1321
Semmax Financial Advisors
North Carolina
$10K
RG
1322
Retirement Group
California
$10K +$99 +1 +1%
ECM
1323
Estabrook Capital Management
New York
$9.59K
PO
1324
Private Ocean
California
$9K
CWC
1325
Carolinas Wealth Consulting
North Carolina
$9K +$527K +5,318 +3,039%

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.