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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
SWP
326
Strategic Wealth Partners
Ohio
$2.83M +$2.68M +31,803 New
X
327
Xponance
Pennsylvania
$2.82M +$535K +6,342 +25%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$2.72M -$186K -2,200 -7%
DIA
329
Dean Investment Associates
Ohio
$2.71M -$54.2K -643 -2%
EC
330
Enhancing Capital
Pennsylvania
$2.7M +$2.56M +30,300 New
OAJ
331
Ogorek Anthony Joseph
New York
$2.68M +$1.1K +13 +0%
BFIM
332
Beese Fulmer Investment Management
Ohio
$2.66M +$576K +6,830 +30%
KRS
333
Kentucky Retirement Systems
Kentucky
$2.66M -$19.8K -235 -0.8%
FWM
334
Frontier Wealth Management
Missouri
$2.65M +$137K +1,627 +6%
MFM
335
MD Financial Management
Ontario, Canada
$2.61M +$200K +2,375 +9%
KBC Group
336
KBC Group
Belgium
$2.61M -$2.01M -23,796 -45%
PAS
337
Park Avenue Securities
New York
$2.61M +$73.9K +876 +3%
UCFA
338
United Capital Financial Advisors
Texas
$2.58M -$197K -2,331 -7%
CWM
339
CIBC World Markets
New York
$2.58M -$1.6M -18,947 -40%
ClearBridge Investments
340
ClearBridge Investments
New York
$2.57M +$152K +1,800 +7%
BCI
341
Brinker Capital Investments
Pennsylvania
$2.53M +$148K +1,758 +7%
MYAM
342
Meiji Yasuda Asset Management
Japan
$2.48M -$21.9K -260 -0.9%
MAA
343
Matrix Asset Advisors
New York
$2.48M +$2.35M +27,835 New
RJT
344
Raymond James Trust
Florida
$2.47M -$4.55K -54 -0.2%
TF
345
TIAA FSB
Florida
$2.46M -$220K -2,613 -9%
SA
346
Strategic Advisors
New York
$2.45M +$1.92M +22,738 +476%
CGH
347
Crossmark Global Holdings
Texas
$2.43M +$11.6K +138 +0.5%
CIBC World Market
348
CIBC World Market
Ontario, Canada
$2.42M +$51.5K +610 +2%
BAM
349
Berkshire Asset Management
Pennsylvania
$2.4M +$13.8K +164 +0.6%
BCV
350
Banque Cantonale Vaudoise
Switzerland
$2.39M +$186K +2,200 +9%

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.