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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
BOPW
401
Brandywine Oak Private Wealth
Pennsylvania
$1.68M -$74.1K -879 -4%
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$1.67M +$354K +4,191 +29%
VPIM
403
Vanguard Personalized Indexing Management
California
$1.67M +$280K +3,321 +21%
JIC
404
Johnson Investment Counsel
Ohio
$1.66M -$22K -261 -1%
AP
405
Advisor Partners
California
$1.66M +$25.6K +304 +2%
LHC
406
Little House Capital
Massachusetts
$1.65M +$66.6K +789 +4%
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$1.65M +$373K +4,425 +31%
HBWM
408
Hollow Brook Wealth Management
New York
$1.63M +$728K +8,634 +89%
VRM
409
Vectors Research Management
New York
$1.63M +$138K +1,633 +10%
CA
410
Cetera Advisors
Colorado
$1.63M +$86.4K +1,024 +6%
AAM
411
Advisors Asset Management
Colorado
$1.62M -$243K -2,886 -14%
NF
412
NTB Financial
Colorado
$1.61M +$1.52M +18,048 New
MC
413
Moors & Cabot
Massachusetts
$1.58M -$10.6K -126 -0.7%
AIP
414
Ameritas Investment Partners
Nebraska
$1.57M +$6.33K +75 +0.4%
IMOV
415
Investment Management of Virginia
Virginia
$1.57M -$7.76K -92 -0.5%
HWAM
416
Hennion & Walsh Asset Management
New Jersey
$1.56M +$65K +771 +5%
HC
417
HNP Capital
New York
$1.53M +$108K +1,284 +8%
DHFB
418
Dixon Hubard Feinour & Brown
Virginia
$1.53M -$45.1K -535 -3%
TPA
419
Trivium Point Advisory
Connecticut
$1.53M +$25.3K +300 +2%
GWM
420
Geneos Wealth Management
Colorado
$1.51M -$11.6K -137 -0.8%
SF
421
Synovus Financial
Georgia
$1.51M +$34.1K +404 +2%
VI
422
Versor Investments
New York
$1.5M +$1.42M +16,800 New
OQS
423
Occudo Quantitative Strategies
Florida
$1.49M +$652K +7,733 +86%
JWM
424
Jackson Wealth Management
Florida
$1.47M +$40K +474 +3%
AAS
425
Avantax Advisory Services
Texas
$1.47M +$86.7K +1,028 +7%

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.