We are live on ! Find out more
AEP icon

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
BFG
1426
Bouchey Financial Group
New York
-$211K -2,114 Closed
WA
1427
Waverly Advisors
Alabama
-$209K -2,091 Closed
MBTD
1428
Mechanics Bank - Trust Department
California
-$208K -2,081 Closed
GWA
1429
GGM Wealth Advisors
Maryland
-$211K -2,061 Closed
LAS
1430
Lloyd Advisory Services
Georgia
-$204K -2,048 Closed
MIM
1431
Marco Investment Management
Georgia
-$203K -2,038 Closed
MIM
1432
MTM Investment Management
South Carolina
-$203K -2,031 Closed
MS
1433
Madden Securities
Texas
-$203K -2,030 Closed
SB
1434
Sunflower Bank
Texas
-$201K -2,014 Closed
CGH
1435
CMG Global Holdings
Texas
-$201K -2,010 Closed
ANTB
1436
AMG National Trust Bank
Colorado
-$200K -2,000 Closed
PI
1437
Parkside Investments
Illinois
-$159K -1,600 Closed
FAG
1438
Fortitude Advisory Group
Washington
-$141K -1,415 Closed
GTAM
1439
Global Trust Asset Management
Florida
-$120K -1,200 Closed
AW
1440
Alaethes Wealth
Nevada
-$100K -1,000 Closed
TSW
1441
Thompson Siegel & Walmsley
Virginia
-$100K -1,000 Closed
CBT
1442
CoreFirst Bank & Trust
Kansas
-$80K -800 Closed
CLOS
1443
Compagnie Lombard Odier SCmA
Switzerland
-$51K -515 Closed
GAM
1444
Gemmer Asset Management
California
-$49K -501 Closed
LWMNY
1445
Landmark Wealth Management (New York)
New York
-$450 -450 Closed
FFWM
1446
Future Financial Wealth Management
Ohio
-$45K -447 Closed
Optiver Holding
1447
Optiver Holding
Netherlands
-$43K -431 Closed
T
1448
TCWP
Ohio
-$32K -322 Closed
TFO
1449
Tarbox Family Office
California
-$30K -301 Closed
UAML
1450
US Asset Management LLC
Pennsylvania
-$28K -280 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.