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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1351
Rise Advisors
New York
$1K
S
1352
Surevest
California
$1K
MBFW
1353
Morton Brown Family Wealth
Pennsylvania
$1K +$1.29K +13 New
WWMSC
1354
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.39K +14 New
WA
1355
WestEnd Advisors
North Carolina
$575 +$595 +6 New
BRWM
1356
B. Riley Wealth Management
Tennessee
$491 +$507K +5,117 New
BPC
1357
Banque Pictet & Cie
Switzerland
$487 -$353K -3,563 -41%
FSWA
1358
Financial Synergies Wealth Advisors
Texas
$480 +$496 +5 New
HT
1359
HighTower Trust
Texas
$454 +$316K +3,193 New
IAIM
1360
International Assets Investment Management
Florida
$227 -$14.6K -147 -6%
WIM
1361
Westside Investment Management
California
$128
FGAM
1362
Financial Gravity Asset Management
Texas
$14 -$396 -4 -4%
P8IP
1363
Pier 88 Investment Partners
California
-$15M -149,900 Closed
Holocene Advisors
1364
Holocene Advisors
New York
-$7.43M -74,470 Closed
MSL
1365
Mackay Shields LLC
New York
-$7.21M -72,296 Closed
GAM
1366
Gotham Asset Management
New York
-$6.21M -62,259 Closed
IPW
1367
IronBridge Private Wealth
Texas
-$4.42M -44,272 Closed
AWA
1368
Aaron Wealth Advisors
Illinois
-$432K -43,100 Closed
ACI
1369
AMP Capital Investors
Australia
-$3.94M -39,602 Closed
SAM
1370
Sabadell Asset Management
Spain
-$4.08M -39,467 Closed
EMG
1371
ETF Managers Group
New Jersey
-$3.47M -34,859 Closed
ECM
1372
ExodusPoint Capital Management
New York
-$3.3M -33,092 Closed
MPM
1373
Meritage Portfolio Management
Kansas
-$3.16M -31,673 Closed
AIM
1374
Aigen Investment Management
New York
-$2.39M -23,934 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1375
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.36M -23,682 Closed

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.