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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
HSA
1326
Hussman Strategic Advisors
Maryland
$9.49K
PO
1327
Private Ocean
California
$9.49K
EBA
1328
Eagle Bay Advisors
New York
$9.02K +$1.18K +13 +16%
FMP
1329
Financial Management Professionals
Texas
$9K
SFA
1330
Semmax Financial Advisors
North Carolina
$9K
NC
1331
NewSquare Capital
Pennsylvania
$8.83K -$3.43M -37,697 -100%
JFG
1332
JDM Financial Group
Texas
$8.78K +$8.47K +93 New
RFG
1333
RFP Financial Group
Georgia
$8.68K +$8.28K +91 New
FCA
1334
Fortis Capital Advisors
Kansas
$8.07K +$7.74K +85 New
SIS
1335
Sound Income Strategies
Florida
$7.98K
SCA
1336
Stuart Chaussee & Associates
California
$7.98K
NECFA
1337
New England Capital Financial Advisors
Connecticut
$7.93K +$7.83K +86 New
HWMA
1338
Heritage Wealth Management (Arizona)
Arizona
$7.79K +$6.1K +67 +447%
BIA
1339
Bell Investment Advisors
California
$7.6K -$1.36K -15 -16%
RTC
1340
Riverview Trust Company
Washington
$7K -$34.8K -382 -84%
FMTCOCP
1341
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$6.92K +76 New
FGAM
1342
Financial Gravity Asset Management
Texas
$6.92K +$819 +9 +10%
LOIP
1343
Live Oak Investment Partners
Texas
$6.55K
DWMG
1344
DB Wealth Management Group
California
$6.17K +$5.92K +65 New
AIM
1345
Arcadia Investment Management
Michigan
$6.08K
UIA
1346
Ulland Investment Advisors
Minnesota
$6K
OLVIG
1347
Oliver Lagore Vanvalin Investment Group
Michigan
$5.98K
Parallax Volatility Advisers
1348
Parallax Volatility Advisers
California
$5.7K
BAAM
1349
Baker Avenue Asset Management
California
$5.46K +$5.28K +58 New
TCM
1350
Tradewinds Capital Management
Washington
$5.32K +$5.1K +56 New

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.