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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
1IA
1426
1834 Investment Advisors
Wisconsin
-$71K -738 Closed
CCM
1427
Chilton Capital Management
Texas
-$58K -605 Closed
GKIM
1428
GW&K Investment Management
Massachusetts
-$44K -461 Closed
FBC
1429
Fairfield, Bush & Co
Connecticut
-$38K -395 Closed
SFG
1430
Steward Financial Group
Texas
-$37K -387 Closed
COCM
1431
Charter Oak Capital Management
New Hampshire
-$35K -366 Closed
VWM
1432
Valley Wealth Managers
New Jersey
-$34K -350 Closed
EC
1433
Elequin Capital
New York
-$33K -344 Closed
4FG
1434
4Thought Financial Group
New York
-$28K -287 Closed
RIM
1435
Rockbridge Investment Management
New York
-$20.8K -217 Closed
BFG
1436
Baron Financial Group
New Jersey
-$19.2K -200 Closed
TCWM
1437
Total Clarity Wealth Management
Illinois
-$19K -195 Closed
WOSD
1438
WFA of San Diego
California
-$12K -120 Closed
KA
1439
Kozak & Associates
Colorado
-$10K -108 Closed
BHWM
1440
Beaird Harris Wealth Management
Texas
-$10K -100 Closed
NIG
1441
NFJ Investment Group
Texas
-$1K -14 Closed
WWMSC
1442
Wagner Wealth Management (South Carolina)
South Carolina
-$1K -14 Closed
ACM
1443
Antonetti Capital Management
Florida
+$198 +2 New

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.