We are live on ! Find out more
AEP icon

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
HH
1326
HWG Holdings
Texas
$1K +$692 +7 New
HWMA
1327
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.48K +15 New
MOS
1328
MGO One Seven
Ohio
$797 +$336K +3,400 +52%
FSWA
1329
Financial Synergies Wealth Advisors
Texas
$433
LFGH
1330
Lee Financial Group Hawaii
Hawaii
$203
JMF
1331
Johnson Midwest Financial
Iowa
$141
WIM
1332
Westside Investment Management
California
$115
FGAM
1333
Financial Gravity Asset Management
Texas
$13 -$989 -10 -10%
PFM
1334
Premier Fund Managers
United Kingdom
-$12M -126,000 Closed
KFP
1335
Keystone Financial Planning
Ohio
-$6.35M -66,141 Closed
ICM
1336
III Capital Management
Florida
-$3.69M -38,500 Closed
AWM
1337
Avitas Wealth Management
California
-$3.01M -31,380 Closed
Jacobs Levy Equity Management
1338
Jacobs Levy Equity Management
New Jersey
-$2.76M -28,776 Closed
BCM
1339
Bayesian Capital Management
New York
-$2.04M -21,282 Closed
CFA
1340
Camarda Financial Advisors
Florida
-$2.02M -21,019 Closed
OQS
1341
Occudo Quantitative Strategies
Florida
-$1.89M -19,724 Closed
Koshinski Asset Management
1342
Koshinski Asset Management
Illinois
-$1.72M -17,938 Closed
CA
1343
Centerpoint Advisors
Massachusetts
-$1.25M -13,081 Closed
CFGS
1344
Concourse Financial Group Securities
Alabama
-$1.06M -10,692 Closed
IF
1345
Intrua Financial
Texas
-$938K -9,773 Closed
OPW
1346
Oxler Private Wealth
New York
-$885K -9,226 Closed
CBN
1347
Cadence Bank NA
Texas
-$808K -8,416 Closed
GCMG
1348
Gyroscope Capital Management Group
Florida
-$562K -5,863 Closed
MYIA
1349
Mount Yale Investment Advisors
Colorado
-$553K -5,768 Closed
SIC
1350
Sterling Investment Counsel
New York
-$507K -5,299 Closed

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.