We are live on ! Find out more
AEP icon

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
SWM
1451
Selective Wealth Management
Virginia
-$155K -1,798 Closed
HIIFS
1452
Harel Insurance Investments & Financial Services
Israel
-$121K -1,362 Closed
EIP
1453
Ellis Investment Partners
Pennsylvania
-$80K -932 Closed
EW
1454
Evoke Wealth
California
-$81K -932 Closed
APP
1455
Alpha Paradigm Partners
Illinois
-$64K -743 Closed
PWC
1456
PYA Waltman Capital
Tennessee
-$43K -500 Closed
HI
1457
Hudock Inc
Pennsylvania
-$36K -422 Closed
MS
1458
Mizuho Securities
Japan
-$33K -380 Closed
EC
1459
EdgeRock Capital
Colorado
-$27K -311 Closed
HCM
1460
Huber Capital Management
California
-$26K -300 Closed
HR
1461
Howe & Rusling
New York
-$22K -260 Closed
EWM
1462
Endurance Wealth Management
Rhode Island
-$17K -200 Closed
JWBC
1463
John W. Brooker & Co
California
-$17K -200 Closed
AIP
1464
Almanack Investment Partners
Pennsylvania
-$14K -167 Closed
IAMOG
1465
Investors Asset Management of Georgia
Georgia
-$12K -143 Closed
CL
1466
COWA LLC
Oklahoma
-$12K -135 Closed
TCWA
1467
Ten Capital Wealth Advisors
Washington
-$10K -120 Closed
TFA
1468
Toth Financial Advisory
Virginia
-$10K -110 Closed
AIM
1469
Axiom Investment Management
New York
-$8K -100 Closed
CG
1470
Cutler Group
California
-$9.1K -100 Closed
CMP
1471
Coston McIsaac & Partners
Maine
-$6K -77 Closed
EIA
1472
Eldridge Investment Advisors
New Hampshire
-$6K -66 Closed
PFA
1473
Professional Financial Advisors
Nebraska
-$2K -25 Closed
MBFW
1474
Morton Brown Family Wealth
Pennsylvania
-$2K -21 Closed
ACM
1475
Absolute Capital Management
Pennsylvania
-$1.34K -15 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.