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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
TCOT
1376
Trust Company of Toledo
Ohio
$590 +$95.5K +1,049 +20%
LSA
1377
Lansing Street Advisors
Pennsylvania
$570 +$546 +6 New
ITIM
1378
Indiana Trust & Investment Management
Indiana
$481
FSWA
1379
Financial Synergies Wealth Advisors
Texas
$475
BA
1380
Bellwether Advisors
Nebraska
$284 -$3.91K -43 -93%
ACM
1381
Antonetti Capital Management
Florida
$193
MWM
1382
Mascoma Wealth Management
New Hampshire
$190
CAS
1383
Coppell Advisory Solutions
Texas
$190 +$182 +2 New
CASC
1384
Coppell Advisory Solutions Corp
Texas
$190 +$182 +2 New
WIM
1385
Westside Investment Management
California
$126
EI
1386
Ellevest Inc
New York
$90
TWP
1387
TFO Wealth Partners
Ohio
$51 -$23.4K -257 -98%
Cohen & Steers
1388
Cohen & Steers
New York
-$122M -1,405,960 Closed
FAF
1389
Första AP-fonden
Sweden
-$35.6M -411,500 Closed
Voloridge Investment Management
1390
Voloridge Investment Management
Florida
-$20.6M -238,633 Closed
ADEF
1391
Adams Diversified Equity Fund
Maryland
-$15.9M -184,100 Closed
TI
1392
Trexquant Investment
Connecticut
-$13.6M -157,298 Closed
HF
1393
HRT Financial
New York
-$13.2M -153,084 Closed
PHK
1394
Point72 Hong Kong
Hong Kong
-$10.2M -117,788 Closed
BHCM
1395
Boulder Hill Capital Management
New York
-$8.55M -98,900 Closed
Walleye Capital
1396
Walleye Capital
New York
-$6.69M -77,357 Closed
CCM
1397
CAAS Capital Management
New York
-$6.45M -74,649 Closed
CC
1398
Cipher Capital
New York
-$5.99M -69,304 Closed
YIH
1399
Y-Intercept (HK)
Hong Kong
-$5.84M -67,549 Closed
Balyasny Asset Management
1400
Balyasny Asset Management
Illinois
-$4.18M -48,309 Closed

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.