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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
CAN
301
Cetera Advisor Networks
California
$3.29M +$51K +605 +2%
AG
302
Ascent Group
Virginia
$3.26M +$3.05M +36,201 New
PAG
303
Private Advisor Group
New Jersey
$3.24M -$730K -8,648 -19%
PLFAM
304
Pineno Levin & Ford Asset Management
Virginia
$3.24M +$25.7K +305 +0.8%
SB
305
Simmons Bank
Arkansas
$3.23M -$151K -1,792 -5%
CTI
306
Community Trust & Investment
Kentucky
$3.22M +$161K +1,911 +6%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$3.21M +$194K +2,305 +7%
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$3.2M +$28.2K +334 +0.9%
SCM
309
Spreng Capital Management
Ohio
$3.19M -$759 -9 -0%
Connor, Clark & Lunn Investment Management (CC&L)
310
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.18M -$7.29M -86,390 -71%
VI
311
Vestcor Inc
New Brunswick, Canada
$3.17M -$192K -2,281 -6%
SIG
312
Stonegate Investment Group
Alabama
$3.17M +$3.01M +35,673 New
SIP
313
Stoneridge Investment Partners
Pennsylvania
$3.16M
JWM
314
Jeppson Wealth Management
California
$3.16M +$10.9K +129 +0.4%
BWM
315
BerganKDV Wealth Management
Minnesota
$3.14M -$184K -2,179 -6%
DILIC
316
Dai-ichi Life Insurance Company
Japan
$3.14M
TCCM
317
Timber Creek Capital Management
Massachusetts
$3.13M -$4.27M -50,574 -59%
PGFC
318
Peapack-Gladstone Financial Corp
New Jersey
$3.1M +$2M +23,656 +212%
S
319
Seeyond
France
$3.07M -$606K -7,180 -17%
AI
320
Atria Investments
North Carolina
$3.05M +$231K +2,737 +9%
ZB
321
Zions Bancorporation
Utah
$2.98M +$180K +2,137 +7%
BCMO
322
Buckingham Capital Management (Ohio)
Ohio
$2.9M -$133K -1,580 -5%
CIC
323
Cornercap Investment Counsel
Georgia
$2.89M -$71K -842 -3%
Two Sigma Advisers
324
Two Sigma Advisers
New York
$2.87M +$1.42M +16,800 +109%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$2.84M

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.