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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
AWM
1351
Abound Wealth Management
Tennessee
$5.14K -$4.92K -54 -50%
ACP
1352
Arcus Capital Partners
Georgia
$4.93K +$4.73K +52 New
WAM
1353
Worth Asset Management
Texas
$4.75K -$637 -7 -12%
LCM
1354
Logan Capital Management
Pennsylvania
$4.27K
PPWM
1355
PFG Private Wealth Management
Florida
$4K
ST
1356
Sageworth Trust
Pennsylvania
$4K +$3.37K +37 New
IFAM
1357
Institutional & Family Asset Management
Colorado
$3.8K
MFT
1358
Moisand Fitzgerald Tamayo
Florida
$3.13K +$3K +33 New
MLA
1359
MB, Levis & Associates
Pennsylvania
$3.02K +$2.91K +32 New
BCPWM
1360
Bradley & Co Private Wealth Management
Florida
$2.94K
CAM
1361
Costello Asset Management
Pennsylvania
$2.85K -$2.73K -30 -50%
MYAM
1362
Meiji Yasuda Asset Management
Japan
$2.6K +$21.8K +240 +0.9%
TFM
1363
TFC Financial Management
Massachusetts
$2.2K -$41K -450 -95%
KFP
1364
KB Financial Partners
New Jersey
$2K
IAA
1365
Independent Advisor Alliance
North Carolina
$1.9K +$40.2K +442 +2%
SIC
1366
SJS Investment Consulting
Ohio
$1.61K -$16.3K -179 -91%
ECM
1367
Everence Capital Management
Indiana
$1.54K
PP
1368
Pacifica Partners
Canada
$1.54K
MPCL
1369
My Personal CFO LLC
Washington
$1.52K +$1.46K +16 New
CCM
1370
Cribstone Capital Management
Maine
$1.14K
WA
1371
WestEnd Advisors
North Carolina
$1.04K +$273 +3 +38%
APF
1372
Alaska Permanent Fund
Alaska
$1K
SC
1373
Sierra Capital
Florida
$1K
RA
1374
Rise Advisors
New York
$989
DCM
1375
Davidson Capital Management
Texas
$665 +$637 +7 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.