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American Electric Power

1,386 hedge funds and large institutions have $37B invested in American Electric Power in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 555 increasing their positions, 417 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $270M | Put options by funds: $138M

90% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 90

33% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 417

12% more capital invested

Capital invested by funds: $33.1B → $37B (+$3.94B)

4% more funds holding

Funds holding: 1,3361,386 (+50)

0.89% more ownership

Funds ownership: 74.75%75.64% (+0.89%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,386
Holders Change
+50
Holders Change %
+3.74%
% of All Funds
22.28%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
171
Increased
555
Reduced
417
Closed
90
Calls
$270M
Puts
$138M
Net Calls
+$131M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1426
Fidelity International
Bermuda
-$606K -7,015 Closed
SAM
1427
Shell Asset Management
Netherlands
-$575K -6,653 Closed
PCM
1428
Prelude Capital Management
New York
-$542K -6,265 Closed
MA
1429
MUFG Americas
New York
-$379K -4,385 Closed
RWM
1430
Ritholtz Wealth Management
New York
-$316K -3,657 Closed
GSC
1431
Ground Swell Capital
South Carolina
-$309K -3,575 Closed
GWSG
1432
GPS Wealth Strategies Group
Colorado
-$305K -3,523 Closed
SSG
1433
Summit Securities Group
New York
-$288K -3,331 Closed
GCP
1434
GSA Capital Partners
United Kingdom
-$281K -3,251 Closed
JC
1435
Jacobs & Co
California
-$259K -3,004 Closed
MFS
1436
Mirabella Financial Services
United Kingdom
-$246K -2,767 Closed
RF
1437
Rollins Financial
Georgia
-$228K -2,640 Closed
Wolverine Trading
1438
Wolverine Trading
Illinois
-$232K -2,609 Closed
WFMPM
1439
Woodley Farra Manion Portfolio Management
Indiana
-$224K -2,592 Closed
EFG
1440
Everhart Financial Group
Ohio
-$220K -2,553 Closed
HIC
1441
Hartline Investment Corp
Illinois
-$220K -2,544 Closed
CAN
1442
Claraphi Advisory Network
United States
-$214K -2,475 Closed
LCM
1443
Landscape Capital Management
New Jersey
-$208K -2,406 Closed
SLG
1444
Stanley-Laman Group
Pennsylvania
-$205K -2,368 Closed
PIP
1445
Peachtree Investment Partners
Florida
-$204K -2,356 Closed
HI
1446
Human Investing
Oregon
-$202K -2,335 Closed
SOS
1447
Silver Oak Securities
Tennessee
-$162K -2,155 Closed
FA
1448
Financial Advantage
Maryland
-$172K -2,000 Closed
WB
1449
West Bancorporation
Iowa
-$173K -2,000 Closed
ODG
1450
O'Dell Group
Ohio
-$170K -1,967 Closed

AEP Hedge Fund Activity: Q4 2022 in Review

1,386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2022, worth a combined $37B — up 12% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new AEP positions and 90 closed out — a net gain of 81 holders — while 555 added to existing stakes and 417 trimmed.

The largest buyer was GQG Partners, adding an estimated $612M. The largest seller was T. Rowe Price Associates, cutting an estimated $347M.

  • 1,386 institutional investors held American Electric Power (AEP) as of Q4 2022, up from 1,336 in Q3 2022.
  • Funds reported $37B of American Electric Power stock for Q4 2022, up 12% quarter-over-quarter.
  • 171 funds opened new American Electric Power positions in Q4 2022 and 90 closed out, a net change of +81 holders.
  • The largest American Electric Power buyer in Q4 2022 was GQG Partners, an estimated $612M added.
  • The largest American Electric Power seller in Q4 2022 was T. Rowe Price Associates, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2022.