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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.57B +$57.9M +635,962 +1%
BlackRock
2
BlackRock
New York
$4.01B -$48.7M -535,303 -1%
State Street
3
State Street
Massachusetts
$2.66B -$61.3M -673,165 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.18B +$349M +3,835,704 +20%
Morgan Stanley
5
Morgan Stanley
New York
$1.27B +$233M +2,560,192 +24%
Ameriprise
6
Ameriprise
Minnesota
$1.14B +$68.4M +751,306 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$968M +$6.73M +73,877 +0.7%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$841M +$7.35M +80,795 +0.9%
Invesco
9
Invesco
Georgia
$762M +$28.2M +310,128 +4%
GQG Partners
10
GQG Partners
Florida
$641M +$612M +6,718,072 +21,838%
Franklin Resources
11
Franklin Resources
California
$604M +$15.2M +166,517 +3%
Bank of America
12
Bank of America
North Carolina
$591M -$26.2M -287,883 -4%
N
13
Nuveen
North Carolina
$582M +$8.66M +95,112 +2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$514M -$347M -3,815,393 -41%
Northern Trust
15
Northern Trust
Illinois
$513M +$27.4M +301,086 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$482M +$58.6M +643,630 +15%
Legal & General Group
17
Legal & General Group
United Kingdom
$459M -$5.11M -56,100 -1%
Wells Fargo
18
Wells Fargo
California
$456M +$16M +176,310 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$423M +$16.9M +186,141 +4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$408M -$24.5M -268,921 -6%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$407M +$3.54M +38,935 +0.9%
UBS Group
22
UBS Group
Switzerland
$381M +$61.6M +676,896 +20%
PI
23
Putnam Investments
Massachusetts
$351M -$7.01M -77,035 -2%
AWA
24
Arete Wealth Advisors
Illinois
$330M +$50.8K +558 +19%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$327M -$20.6M -226,268 -6%

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.