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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
DA
1401
Duality Advisers
Florida
-$335K -3,360 Closed
5L
1402
55I LLC
Massachusetts
-$322K -3,231 Closed
KFA
1403
Kelleher Financial Advisors
New York
-$318K -3,191 Closed
CS
1404
Comerica Securities
Michigan
-$316K -3,164 Closed
IC
1405
Inverness Counsel
New York
-$290K -2,902 Closed
JSW
1406
Journey Strategic Wealth
New Jersey
-$289K -2,898 Closed
IWP
1407
Icon Wealth Partners
Texas
-$278K -2,788 Closed
MMM
1408
Mendel Money Management
Illinois
-$275K -2,758 Closed
JF
1409
Jump Financial
Illinois
-$274K -2,741 Closed
TA
1410
Tiedemann Advisors
New York
-$267K -2,669 Closed
DAM
1411
Derbend Asset Management
Georgia
-$230K -2,584 Closed
SMH
1412
Sanders Morris Harris
Texas
-$256K -2,563 Closed
AIM
1413
Axiom Investment Management
New York
-$252K -2,550 Closed
BC
1414
Burney Company
Virginia
-$253K -2,540 Closed
BCM
1415
Bluefin Capital Management
New York
-$249K -2,500 Closed
ECM
1416
Evergreen Capital Management
Washington
-$246K -2,463 Closed
RMDI
1417
R.M. Davis Inc
Maine
-$245K -2,460 Closed
C
1418
Certuity
Florida
-$234K -2,348 Closed
FFM
1419
Forum Financial Management
Illinois
-$231K -2,325 Closed
NWM
1420
Northcape Wealth Management
New York
-$232K -2,322 Closed
SS
1421
Sunbelt Securities
Texas
-$217K -2,179 Closed
RIM
1422
Reynolds Investment Management
South Carolina
-$216K -2,165 Closed
WKWM
1423
Walter & Keenan Wealth Management
Indiana
-$215K -2,159 Closed
FRM
1424
Fox Run Management
Connecticut
-$213K -2,136 Closed
B
1425
Bailard
California
-$211K -2,117 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.