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
CIP
176
Chartwell Investment Partners
Pennsylvania
$14.1M +$2.93M +32,145 +28%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$13.8M +$11.4M +125,329 +628%
FHA
178
First Horizon Advisors
Tennessee
$13.4M +$352K +3,865 +3%
ASRS
179
Arizona State Retirement System
Arizona
$13.3M +$34.9K +383 +0.3%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$13.3M -$2.5M -27,444 -16%
SOMRS
181
State of Michigan Retirement System
Michigan
$13.3M +$54.6K +600 +0.4%
UIM
182
USS Investment Management
United Kingdom
$13.2M +$938K +10,300 +8%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$12.8M +$962K +10,571 +9%
SC
184
Scotia Capital
Ontario, Canada
$12.7M +$442K +4,855 +4%
AB
185
Amalgamated Bank
New York
$12.7M -$209K -2,296 -2%
MIM
186
MetLife Investment Management
New Jersey
$12.6M -$198K -2,170 -2%
MSR
187
Main Street Research
Connecticut
$12M +$11.2M +123,510 +4,696%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$11.9M -$323K -3,546 -3%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$11.9M -$1.31M -14,425 -10%
VanEck Associates
190
VanEck Associates
New York
$11.8M +$1.76M +19,326 +19%
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$11.7M -$9.21M -101,201 -45%
Corient Private Wealth
192
Corient Private Wealth
Florida
$11.5M +$11M +120,898 New
MAA
193
Matrix Asset Advisors
New York
$11.3M +$1.37M +15,050 +14%
Daiwa Securities Group
194
Daiwa Securities Group
Japan
$11.3M +$4.52M +49,604 +72%
EIA
195
Edgemoor Investment Advisors
Maryland
$10.9M +$32.6K +358 +0.3%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$10.7M
SOADOR
197
State of Alaska Department of Revenue
Alaska
$10.7M +$159K +1,750 +2%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$10.5M +$3.47M +38,089 +53%
II
199
IFM Investors
Australia
$10.3M -$3.47M -38,072 -26%
RC
200
Randolph Company
Ohio
$10.2M +$88.2K +969 +0.9%

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.