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American Electric Power

1,363 hedge funds and large institutions have $36.5B invested in American Electric Power in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 534 increasing their positions, 430 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $267M | Put options by funds: $130M

24% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 430

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.49% less ownership

Funds ownership: 74.88%74.4% (-0.49%)

2% less capital invested

Capital invested by funds: $37.5B → $36.5B (-$933M)

1% less funds holding

Funds holding: 1,3801,363 (-17)

Holders
1,363
Holders Change
-17
Holders Change %
-1.23%
% of All Funds
22.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
111
Increased
534
Reduced
430
Closed
104
Calls
$267M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.49B +$144M +1,451,130 +3%
BlackRock
2
BlackRock
New York
$4.06B +$167M +1,688,991 +4%
State Street
3
State Street
Massachusetts
$2.79B +$132M +1,327,884 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.83B +$10.1M +101,552 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$1.16B +$229M +2,310,631 +24%
Morgan Stanley
6
Morgan Stanley
New York
$1.02B +$205M +2,068,699 +24%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$949M -$86.1M -869,054 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$942M +$61.6M +621,178 +7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$920M -$132M -1,328,437 -12%
Invesco
10
Invesco
Georgia
$848M +$856K +8,639 +0.1%
Franklin Resources
11
Franklin Resources
California
$786M -$490M -4,944,699 -38%
Bank of America
12
Bank of America
North Carolina
$627M +$35.8M +361,437 +6%
N
13
Nuveen
North Carolina
$600M -$51.5M -519,144 -8%
Northern Trust
14
Northern Trust
Illinois
$508M +$13.1M +131,872 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$497M -$20.9M -210,944 -4%
Wells Fargo
16
Wells Fargo
California
$457M -$39.9M -402,293 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$431M +$24.4M +245,934 +6%
AllianceBernstein
18
AllianceBernstein
Tennessee
$426M -$4.77M -48,163 -1%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$408M +$4.74M +47,812 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$405M -$12.7M -128,134 -3%
PI
21
Putnam Investments
Massachusetts
$364M -$1.61M -16,206 -0.4%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$356M -$6.2M -62,595 -2%
UBS Group
23
UBS Group
Switzerland
$312M -$1.91M -19,286 -0.6%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$290M +$8.98M +90,617 +3%
Capital Research Global Investors
25
Capital Research Global Investors
California
$258M -$340M -3,433,785 -56%

AEP Hedge Fund Activity: Q2 2022 in Review

1,363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2022, worth a combined $36.5B — down 2.5% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AEP positions and 104 closed out — a net gain of 7 holders — while 534 added to existing stakes and 430 trimmed.

The largest buyer was Ameriprise, adding an estimated $229M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 1,363 institutional investors held American Electric Power (AEP) as of Q2 2022, down from 1,380 in Q1 2022.
  • Funds reported $36.5B of American Electric Power stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 111 funds opened new American Electric Power positions in Q2 2022 and 104 closed out, a net change of +7 holders.
  • The largest American Electric Power buyer in Q2 2022 was Ameriprise, an estimated $229M added.
  • The largest American Electric Power seller in Q2 2022 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2022.