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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
CWM
1426
CCG Wealth Management
California
-$201K -2,117 Closed
BFC
1427
Blue Fin Capital
Rhode Island
-$201K -2,114 Closed
BFG
1428
Bouchey Financial Group
New York
-$201K -2,114 Closed
JCIA
1429
Jackson Creek Investment Advisors
Colorado
-$200K -2,109 Closed
MS
1430
Madden Securities
Texas
-$184K -1,935 Closed
GTCM
1431
Gyon Technologies Capital Management
New Jersey
-$128K -1,347 Closed
DWP
1432
Destiny Wealth Partners
Florida
-$121K -1,279 Closed
SOW
1433
State of Wyoming
Wyoming
-$107K -1,130 Closed
3IP
1434
3Chopt Investment Partners
Virginia
-$95K -1,000 Closed
LS
1435
Leelyn Smith
Illinois
-$72.2K -760 Closed
FIM
1436
FWL Investment Management
Texas
-$62.6K -659 Closed
SC
1437
Seldon Capital
California
-$57.2K -602 Closed
AS
1438
Altshuler Shaham
Israel
-$45.9K -483 Closed
PWS
1439
Paragon Wealth Strategies
Florida
-$41.6K -438 Closed
OSNBOA
1440
Old Second National Bank of Aurora
Illinois
-$34.2K -360 Closed
FWA
1441
Freedom Wealth Alliance
Wisconsin
-$29.1K -307 Closed
AAMA
1442
Advanced Asset Management Advisors
Ohio
-$21.4K -225 Closed
PFC
1443
Phocas Financial Corp
California
-$19K -200 Closed
RFS
1444
Retirement Financial Solutions
Tennessee
-$18.4K -194 Closed
TCCM
1445
Timber Creek Capital Management
Massachusetts
-$17.6K -185 Closed
MWM
1446
MinichMacGregor Wealth Management
New York
-$16.8K -176 Closed
LB
1447
Legacy Bridge
Iowa
-$16.3K -172 Closed
WOSD
1448
WFA of San Diego
California
-$11.4K -120 Closed
AIM
1449
Arcadia Investment Management
Michigan
-$6.08K -64 Closed
TCM
1450
Tradewinds Capital Management
Washington
-$5.32K -56 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.