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American Electric Power

1,336 hedge funds and large institutions have $33.1B invested in American Electric Power in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 544 increasing their positions, 402 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $271M | Put options by funds: $154M

35% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 402

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

0.35% more ownership

Funds ownership: 74.4%74.75% (+0.35%)

6% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,3631,336 (-27)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.44B)

Holders
1,336
Holders Change
-27
Holders Change %
-1.98%
% of All Funds
23.01%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
102
Increased
544
Reduced
402
Closed
109
Calls
$271M
Puts
$154M
Net Calls
+$116M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1401
Blue Fin Capital
Rhode Island
-$212K -2,220 Closed
PG
1402
Pendal Group
Australia
-$213K -2,219 Closed
CPIG
1403
Chicago Partners Investment Group
Illinois
-$219K -2,218 Closed
FFG
1404
Fortem Financial Group
California
-$212K -2,205 Closed
IIM
1405
Ipswich Investment Management
Massachusetts
-$211K -2,200 Closed
AUB
1406
Atlantic Union Bankshares
Virginia
-$211K -2,196 Closed
RB
1407
Renasant Bank
Mississippi
-$210K -2,187 Closed
NL
1408
NWAM LLC
Washington
-$204K -2,179 Closed
AWP
1409
Abacus Wealth Partners
California
-$209K -2,175 Closed
BRA
1410
Bender Robert & Associates
California
-$206K -2,150 Closed
BTW
1411
Boston Trust Walden
Massachusetts
-$205K -2,138 Closed
LCM
1412
LCM Capital Management
Illinois
-$205K -2,134 Closed
OFA
1413
Oak Family Advisors
Illinois
-$204K -2,126 Closed
CSWM
1414
Cassady Schiller Wealth Management
Ohio
-$204K -2,125 Closed
LF
1415
Lantz Financial
Illinois
-$203K -2,111 Closed
EFS
1416
Econ Financial Services
Pennsylvania
-$202K -2,106 Closed
DPI
1417
Diversified Portfolios Inc
Michigan
-$201K -2,100 Closed
FM
1418
Foster & Motley
Ohio
-$201K -2,100 Closed
AIP
1419
Ahrens Investment Partners
Louisiana
-$155K -1,620 Closed
AW
1420
ACG Wealth
Georgia
-$127K -1,325 Closed
Skandinaviska Enskilda Banken (SEB)
1421
Skandinaviska Enskilda Banken (SEB)
Sweden
-$120K -1,248 Closed
GWMIA
1422
Global Wealth Management Investment Advisory
Florida
-$114K -1,188 Closed
PFGIA
1423
Patriot Financial Group Insurance Agency
Massachusetts
-$107K -1,117 Closed
SOW
1424
State of Wyoming
Wyoming
-$99K -1,028 Closed
CJL
1425
Cyrus J. Lawrence
New York
-$72K -756 Closed

AEP Hedge Fund Activity: Q3 2022 in Review

1,336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2022, worth a combined $33.1B — down 9.4% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AEP and 102 opened new positions — a net loss of 7 holders — while 402 trimmed existing stakes and 544 added.

The largest buyer was Millennium Management, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 1,336 institutional investors held American Electric Power (AEP) as of Q3 2022, down from 1,363 in Q2 2022.
  • Funds reported $33.1B of American Electric Power stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 102 funds opened new American Electric Power positions in Q3 2022 and 109 closed out, a net change of -7 holders.
  • The largest American Electric Power buyer in Q3 2022 was Millennium Management, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2022 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2022.