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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
NA
426
NewEdge Advisors
Louisiana
$1.47M +$531K +6,291 +62%
AIA
427
Affinity Investment Advisors
California
$1.46M
SFA
428
Sequoia Financial Advisors
Ohio
$1.45M +$1.08M +12,757 +360%
ECM
429
Everence Capital Management
Indiana
$1.45M
QT
430
Quantbot Technologies
New York
$1.44M -$5.4M -64,024 -80%
CB
431
Community Bank
New York
$1.42M +$106K +1,255 +9%
SPC
432
Sigma Planning Corp
Michigan
$1.42M +$270K +3,202 +25%
GI
433
GAMCO Investors
Connecticut
$1.4M
BB
434
Busey Bank
Illinois
$1.4M +$31.5K +374 +2%
JWCA
435
J.W. Cole Advisors
Florida
$1.4M -$16.5K -196 -1%
KCM
436
Kornitzer Capital Management
Kansas
$1.4M
HFM
437
Hartford Financial Management
Connecticut
$1.38M +$1.01M +11,921 +333%
IP
438
Investment Partners
Ohio
$1.37M -$54.6K -647 -4%
WS
439
Wedbush Securities
California
$1.35M -$350K -4,148 -21%
BCM
440
Brookstone Capital Management
Illinois
$1.35M -$80.5K -954 -6%
TMAM
441
Tokio Marine Asset Management
Japan
$1.34M
HW
442
Hancock Whitney
Mississippi
$1.34M -$223K -2,648 -15%
PNC
443
Park National Corp
Ohio
$1.34M +$30K +356 +2%
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$1.33M +$207K +2,450 +18%
AFG
445
Albion Financial Group
Utah
$1.32M +$1.1K +13 +0.1%
RIM
446
Regent Investment Management
Kentucky
$1.32M +$318K +3,775 +34%
NSEDCP
447
NJ State Employees Deferred Compensation Plan
New Jersey
$1.31M
IB
448
Intrust Bank
Kansas
$1.28M -$30.7K -364 -2%
BS
449
Banco Santander
Spain
$1.28M +$898K +10,648 +286%
LWM
450
Loveless Wealth Management
Montana
$1.27M

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.