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American Electric Power

1,303 hedge funds and large institutions have $32.6B invested in American Electric Power in 2021 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 450 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 87

28% more call options, than puts

Call options by funds: $256M | Put options by funds: $201M

12% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 402

9% more capital invested

Capital invested by funds: $29.8B → $32.6B (+$2.8B)

9% more funds holding

Funds holding: 1,1931,303 (+110)

0.46% less ownership

Funds ownership: 73.52%73.06% (-0.46%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
1,303
Holders Change
+110
Holders Change %
+9.22%
% of All Funds
20.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
220
Increased
450
Reduced
402
Closed
87
Calls
$256M
Puts
$201M
Net Calls
+$55.4M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
226
Opus Investment Management
Massachusetts
$6.01M
FAB
227
First American Bank
Illinois
$5.98M -$444K -5,260 -7%
MOACM
228
Mutual of America Capital Management
New York
$5.92M +$72.9K +864 +1%
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$5.86M +$5.56M +65,871 New
PA
230
Profund Advisors
Maryland
$5.71M -$113K -1,343 -2%
FT
231
Fiduciary Trust
Massachusetts
$5.67M -$148K -1,752 -3%
DA
232
Duality Advisers
Florida
$5.6M -$1.13M -13,387 -18%
USCWA
233
U.S. Capital Wealth Advisors
Texas
$5.56M +$22.9K +272 +0.4%
EGM
234
Engineers Gate Manager
New York
$5.51M -$7.42M -87,928 -59%
GCAC
235
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.46M -$169K -2,000 -3%
FVWA
236
Foster Victor Wealth Advisors
South Carolina
$5.43M +$411K +4,874 +9%
CFB
237
Cullen/Frost Bankers
Texas
$5.41M -$282K -3,344 -5%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$5.38M -$664K -7,871 -12%
II
239
IFM Investors
Australia
$5.38M -$81.4K -965 -2%
AAIM
240
American Assets Investment Management
California
$5.34M
CSS
241
Cubist Systematic Strategies
Connecticut
$5.29M -$9.28M -109,978 -65%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$5.26M -$913K -10,828 -15%
WAM
243
Winslow Asset Management
Ohio
$5.26M +$26.7K +317 +0.5%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$5.2M +$118K +1,400 +2%
CAL
245
Capital Analysts LLC
Pennsylvania
$5.19M +$418K +4,954 +9%
AOWM
246
Alpha Omega Wealth Management
Virginia
$5.16M +$36K +427 +0.8%
CIA
247
Capital Investment Advisors
Georgia
$5.13M +$296K +3,507 +6%
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$5.12M -$113K -1,337 -2%
LMIM
249
Lockheed Martin Investment Management
Maryland
$5.05M +$4.79M +56,800 New
RFC
250
Regions Financial Corp
Alabama
$4.97M +$72.4K +858 +2%

AEP Hedge Fund Activity: Q4 2021 in Review

1,303 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2021, worth a combined $32.6B — up 9.4% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new AEP positions and 87 closed out — a net gain of 133 holders — while 450 added to existing stakes and 402 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $250M. The largest seller was Wells Fargo, cutting an estimated $341M.

  • 1,303 institutional investors held American Electric Power (AEP) as of Q4 2021, up from 1,193 in Q3 2021.
  • Funds reported $32.6B of American Electric Power stock for Q4 2021, up 9.4% quarter-over-quarter.
  • 220 funds opened new American Electric Power positions in Q4 2021 and 87 closed out, a net change of +133 holders.
  • The largest American Electric Power buyer in Q4 2021 was Wellington Management Group, an estimated $250M added.
  • The largest American Electric Power seller in Q4 2021 was Wells Fargo, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2021.