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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%)

2% less funds holding

Funds holding: 1,3861,352 (-34)

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
-34
Holders Change %
-2.45%
% 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
HWA
1301
HHM Wealth Advisors
Tennessee
$10.2K +$10.2K +112 New
RG
1302
Retirement Group
California
$10K +$91 +1 +0.9%
PG
1303
Proffitt & Goodson
Tennessee
$9.92K -$2.47K -27 -20%
FWA
1304
FSC Wealth Advisors
New York
$9.92K
BIA
1305
Bell Investment Advisors
California
$9.64K +$2.38K +26 +33%
MWM
1306
Mascoma Wealth Management
New Hampshire
$9.61K +$9.33K +102 +5,100%
ECM
1307
Estabrook Capital Management
New York
$9.1K
HSA
1308
Hussman Strategic Advisors
Maryland
$9.1K
NC
1309
NewSquare Capital
Pennsylvania
$8.46K
JFG
1310
JDM Financial Group
Texas
$8.42K
RFG
1311
RFP Financial Group
Georgia
$8.32K
GPI
1312
General Partner Inc
Pennsylvania
$8.07K +$7.78K +85 New
JWM
1313
Janiczek Wealth Management
Colorado
$8.05K -$1.19K -13 -13%
NECFA
1314
New England Capital Financial Advisors
Connecticut
$7.83K
FCA
1315
Fortis Capital Advisors
Kansas
$7.73K
SCA
1316
Stuart Chaussee & Associates
California
$7.64K
GFWA
1317
Grey Fox Wealth Advisors
Delaware
$7.28K -$9.33K -102 -56%
RA
1318
Rise Advisors
New York
$7.1K +$6.22K +68 +680%
FMTCOCP
1319
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
EBA
1320
Eagle Bay Advisors
New York
$6.64K -$2.01K -22 -23%
LOIP
1321
Live Oak Investment Partners
Texas
$6.28K
TIM
1322
Thompson Investment Management
Wisconsin
$6.19K +$6.22K +68 New
DIP
1323
DT Investment Partners
Pennsylvania
$6.12K +$6.04K +66 New
SIS
1324
Sound Income Strategies
Florida
$6K -$1.65K -18 -21%
UIA
1325
Ulland Investment Advisors
Minnesota
$6K

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 1,386 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.