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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
PCA
376
Providence Capital Advisors
North Carolina
$1.99M +$77K +913 +4%
NAM
377
NorthCrest Asset Manangement
Minnesota
$1.98M +$1.88M +22,228 New
TA
378
TFG Advisers
Michigan
$1.97M -$40.2K -477 -2%
SDIC
379
South Dakota Investment Council
South Dakota
$1.96M
SFI
380
Susquehanna Fundamental Investments
Pennsylvania
$1.96M -$9.72M -115,169 -84%
AWM
381
Axxcess Wealth Management
California
$1.95M +$1.85M +21,942 New
VVP
382
Venture Visionary Partners
Ohio
$1.95M +$245K +2,902 +16%
WG
383
Winton Group
United Kingdom
$1.92M +$1.23M +14,591 +210%
FBT
384
First Bank & Trust
South Dakota
$1.91M +$246K +2,918 +16%
IA
385
Icon Advisers
Colorado
$1.9M
OTPPB
386
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.87M +$1.5M +17,803 +553%
MHI
387
Miller Howard Investments
New York
$1.86M +$1.77M +20,927 New
FNT
388
First National Trust
Pennsylvania
$1.85M -$267K -3,161 -13%
SI
389
Stephens Inc
Arkansas
$1.85M -$1.48M -17,534 -46%
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$1.85M -$11.9K -141 -0.7%
LNC
391
Lincoln National Corp
Pennsylvania
$1.84M +$376K +4,459 +27%
GL
392
Graypoint LLC
New York
$1.82M -$47.5K -563 -3%
PA
393
Pinnacle Associates
New York
$1.78M -$21K -249 -1%
MSU
394
Mizuho Securities USA
New York
$1.78M +$939K +11,136 +126%
CAM
395
Cresset Asset Management
Illinois
$1.75M -$9.79K -116 -0.6%
GAM
396
Garrison Asset Management
Arkansas
$1.74M -$41.8K -496 -2%
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$1.73M -$4.18M -49,522 -72%
SVWAG
398
Sound View Wealth Advisors Group
Georgia
$1.73M +$37.4K +443 +2%
FMBTD
399
First Midwest Bank Trust Division
Illinois
$1.73M +$355K +4,213 +28%
TA
400
Townsend & Associates
Colorado
$1.7M +$36.5K +433 +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.