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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
WPP
351
Whalerock Point Partners
Rhode Island
$2.38M
DADC
352
D.A. Davidson & Co
Montana
$2.35M +$590K +6,992 +36%
1SB
353
1ST Source Bank
Indiana
$2.35M -$41.3K -490 -2%
PA
354
PFG Advisors
Arizona
$2.35M -$152K -1,797 -6%
GQG Partners
355
GQG Partners
Florida
$2.33M +$2.21M +26,238 New
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M +$20.2K +240 +0.9%
IAIM
357
Industrial Alliance Investment Management
Quebec, Canada
$2.33M +$2.21M +26,152 New
UBV
358
United Bank (Virginia)
Virginia
$2.29M
BA
359
Bridgewater Associates
Connecticut
$2.28M +$2.16M +25,585 New
RC
360
RegentAtlantic Capital
New Jersey
$2.27M +$55.3K +655 +3%
RWA
361
River Wealth Advisors
Pennsylvania
$2.25M -$44.5K -527 -2%
FNBOMD
362
First National Bank of Mount Dora
Florida
$2.24M -$124K -1,468 -6%
SWP
363
Stratos Wealth Partners
Ohio
$2.23M +$39.3K +466 +2%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$2.23M +$20.1K +238 +1%
FB
365
Fulton Bank
Pennsylvania
$2.23M +$245K +2,901 +13%
MNBTD
366
Moody National Bank Trust Division
Texas
$2.18M -$3.6M -42,702 -64%
BGIM
367
Brandywine Global Investment Management
Pennsylvania
$2.17M -$13.7K -162 -0.7%
Mercer Global Advisors
368
Mercer Global Advisors
Colorado
$2.16M +$46.7K +554 +2%
BMSSC
369
B. Metzler seel. Sohn & Co
Germany
$2.13M +$1.39M +16,483 +221%
PFPT
370
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.12M -$240K -2,847 -11%
GCWM
371
Graham Capital Wealth Management
District of Columbia
$2.11M +$2.05M +24,271 New
KPWS
372
Kestra Private Wealth Services
Texas
$2.11M +$18.8K +223 +0.9%
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$2.01M -$892K -10,572 -32%
MCM
374
MAI Capital Management
Ohio
$2.01M +$177K +2,102 +10%
WTC
375
WhitTier Trust Company
Nevada
$2M +$91.6K +1,086 +5%

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.