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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
1301
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$99 +1 +2%
JWM
1302
Janiczek Wealth Management
Colorado
$5K +$4.75K +48 +369%
CAM
1303
Costello Asset Management
Pennsylvania
$5K +$5.93K +60 New
Parallax Volatility Advisers
1304
Parallax Volatility Advisers
California
$5K +$5.93K +60 New
Cetera Investment Advisers
1305
Cetera Investment Advisers
Illinois
$5K +$2.68M +27,072 +85%
CA
1306
Cetera Advisors
Colorado
$5K +$3.17M +32,069 +112%
LCM
1307
Logan Capital Management
Pennsylvania
$4K
PPWM
1308
PFG Private Wealth Management
Florida
$4K
BCPWM
1309
Bradley & Co Private Wealth Management
Florida
$3K
IFAM
1310
Institutional & Family Asset Management
Colorado
$3K
BA
1311
Bellwether Advisors
Nebraska
$3K +$1.38K +14 +44%
KFP
1312
KB Financial Partners
New Jersey
$2K
PP
1313
Pacifica Partners
Canada
$2K
PFA
1314
Professional Financial Advisors
Nebraska
$2K
MBFW
1315
Morton Brown Family Wealth
Pennsylvania
$2K +$791 +8 +62%
ANBT
1316
American National Bank & Trust
Texas
$2K +$2.77K +28 New
ACM
1317
Absolute Capital Management
Pennsylvania
$1.34K +$1.48K +15 New
PWP
1318
Principle Wealth Partners
Connecticut
$1.16K +$47K +475 +4%
AWMS
1319
Advocacy Wealth Management Services
Georgia
$1K
APF
1320
Alaska Permanent Fund
Alaska
$1K
CCM
1321
Cribstone Capital Management
Maine
$1K
RA
1322
Rise Advisors
New York
$1K
SC
1323
Sierra Capital
Florida
$1K
S
1324
Surevest
California
$1K
WA
1325
WestEnd Advisors
North Carolina
$1K +$198 +2 +33%

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.