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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
GFWA
1301
Grey Fox Wealth Advisors
Delaware
$17.3K +$16.6K +182 New
WWM
1302
Wolff Wiese Magana
California
$17.2K -$1.82K -20 -10%
HB
1303
Horizon Bancorp
Indiana
$17K +$16.4K +180 New
MWM
1304
MinichMacGregor Wealth Management
New York
$16.8K +$16K +176 New
LB
1305
Legacy Bridge
Iowa
$16.3K +$15.7K +172 New
FCMT
1306
Founders Capital Management (Texas)
Texas
$16K
MFA
1307
McClarren Financial Advisors
Pennsylvania
$15K +$182 +2 +1%
AWM
1308
Avior Wealth Management
Nebraska
$14.1K
PI
1309
PineBridge Investments
New York
$13.8K
BONH
1310
Bank of New Hampshire
New Hampshire
$13K
PG
1311
Proffitt & Goodson
Tennessee
$12.9K
CPG
1312
Cornerstone Planning Group
New Jersey
$12.2K +$12.1K +133 New
EA
1313
Evolution Advisers
Virginia
$12K
FPB
1314
First PREMIER Bank
South Dakota
$12K
RWPA
1315
Richard W. Paul & Associates
Michigan
$11.8K +$11.3K +124 New
WFA
1316
West Financial Advisors
Iowa
$11.4K
WOSD
1317
WFA of San Diego
California
$11.4K +$10.9K +120 New
HS
1318
Horan Securities
United States
$11K
AFS
1319
Annapolis Financial Services
Maryland
$10.6K
FWA
1320
FSC Wealth Advisors
New York
$10.3K
Capstone Investment Advisors
1321
Capstone Investment Advisors
New York
$10.1K +$2.37K +26 +33%
RG
1322
Retirement Group
California
$10K +$91 +1 +0.9%
BC
1323
Burleson & Co
California
$9.97K +$9.56K +105 New
JWM
1324
Janiczek Wealth Management
Colorado
$9.64K +$3.55K +39 +64%
ECM
1325
Estabrook Capital Management
New York
$9.49K

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.