We are live on ! Find out more
AEP icon

American Electric Power

1,352 hedge funds and large institutions have $34.6B invested in American Electric Power in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 540 increasing their positions, 446 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

21% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 446

3% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 109

1.5% less ownership

Funds ownership: 75.64%74.13% (-1.5%)

2% less funds holding

Funds holding: 1,3861,352 (-34)

7% less capital invested

Capital invested by funds: $37B → $34.6B (-$2.46B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,352
Holders Change
-34
Holders Change %
-2.45%
% of All Funds
21.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
112
Increased
540
Reduced
446
Closed
109
Calls
$327M
Puts
$135M
Net Calls
+$192M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1401
Madison Asset Management
Wisconsin
-$279K -2,943 Closed
FCAG
1402
First Capital Advisors Group
New Jersey
-$277K -2,921 Closed
SIA
1403
SkyView Investment Advisors
New Jersey
-$277K -2,921 Closed
ST
1404
Sabal Trust
Florida
-$262K -2,762 Closed
ST
1405
Somerset Trust
Pennsylvania
-$256K -2,701 Closed
FFG
1406
Frisch Financial Group
New York
-$252K -2,649 Closed
CHP
1407
Cable Hill Partners
Oregon
-$250K -2,628 Closed
JSW
1408
Journey Strategic Wealth
New Jersey
-$245K -2,585 Closed
GWA
1409
GGM Wealth Advisors
Maryland
-$248K -2,570 Closed
Fisher Asset Management
1410
Fisher Asset Management
Washington
-$242K -2,546 Closed
CCM
1411
Condor Capital Management
New Jersey
-$228K -2,402 Closed
LFGH
1412
Lee Financial Group Hawaii
Hawaii
-$222K -2,343 Closed
WA
1413
Waverly Advisors
Alabama
-$217K -2,290 Closed
UPC
1414
Utah Peaks Capital
Utah
-$214K -2,251 Closed
ESB
1415
Essex Savings Bank
Connecticut
-$212K -2,230 Closed
IIM
1416
Ipswich Investment Management
Massachusetts
-$209K -2,200 Closed
PFM
1417
Patton Fund Management
Texas
-$209K -2,198 Closed
SEC
1418
Seven Eight Capital
New York
-$208K -2,194 Closed
VAM
1419
Verity Asset Management
North Carolina
-$207K -2,182 Closed
BRA
1420
Bender Robert & Associates
California
-$204K -2,150 Closed
SFG
1421
StrategIQ Financial Group
Indiana
-$203K -2,139 Closed
BFG
1422
Berger Financial Group
Minnesota
-$203K -2,136 Closed
LCM
1423
LCM Capital Management
Illinois
-$203K -2,134 Closed
OFA
1424
Oak Family Advisors
Illinois
-$202K -2,126 Closed
LGA
1425
Lebenthal Global Advisors
New York
-$201K -2,119 Closed

AEP Hedge Fund Activity: Q1 2023 in Review

1,352 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2023, worth a combined $34.6B — down 6.6% from $37B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AEP positions and 109 closed out — a net gain of 3 holders — while 540 added to existing stakes and 446 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was GQG Partners, cutting an estimated $611M.

  • 1,352 institutional investors held American Electric Power (AEP) as of Q1 2023, down from 1,386 in Q4 2022.
  • Funds reported $34.6B of American Electric Power stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 112 funds opened new American Electric Power positions in Q1 2023 and 109 closed out, a net change of +3 holders.
  • The largest American Electric Power buyer in Q1 2023 was Jane Street, an estimated $173M added.
  • The largest American Electric Power seller in Q1 2023 was GQG Partners, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2023.