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American Electric Power

1,302 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, 449 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: 449 | Existing positions reduced: 402

9% more capital invested

Capital invested by funds: $29.8B → $32.6B (+$2.8B)

9% more funds holding

Funds holding: 1,1921,302 (+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
1,302
Holders Change
+110
Holders Change %
+9.23%
% of All Funds
20.04%
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
449
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
UBS Group
26
UBS Group
Switzerland
$287M -$5.21M -61,809 -2%
Amundi
27
Amundi
France
$231M -$33.6M -398,407 -14%
Charles Schwab
28
Charles Schwab
California
$222M +$8.31M +98,564 +4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$219M -$76M -901,216 -27%
JP Morgan Chase
30
JP Morgan Chase
New York
$212M -$31.1M -369,088 -13%
MBA
31
Maple-Brown Abbott
Australia
$177M -$52.6M -623,830 -24%
Swiss National Bank
32
Swiss National Bank
Switzerland
$169M -$6.28M -74,500 -4%
Capital World Investors
33
Capital World Investors
California
$162M -$98.3M -1,165,475 -39%
PPA
34
Parametric Portfolio Associates
Washington
$158M +$2.88M +34,153 +2%
PAMS
35
Pictet Asset Management (Switzerland)
Switzerland
$153M -$29.2M -346,362 -17%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$151M -$851K -10,085 -0.6%
Renaissance Technologies
37
Renaissance Technologies
New York
$148M -$56.5M -670,300 -29%
Macquarie Group
38
Macquarie Group
Australia
$145M +$23.5M +279,044 +21%
Citadel Advisors
39
Citadel Advisors
Florida
$142M +$124M +1,473,177 +1,182%
UBS AM
40
UBS AM
Illinois
$139M +$8.32M +98,591 +7%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$134M -$4.06M -48,159 -3%
Millennium Management
42
Millennium Management
New York
$126M +$26.6M +315,902 +29%
First Trust Advisors
43
First Trust Advisors
Illinois
$122M -$866K -10,270 -0.7%
EIP
44
Epoch Investment Partners
New York
$120M -$2.81M -33,283 -2%
Cohen & Steers
45
Cohen & Steers
New York
$115M -$1.07M -12,718 -1%
Boston Partners
46
Boston Partners
Massachusetts
$114M -$791K -9,376 -0.7%
Deutsche Bank
47
Deutsche Bank
Germany
$113M +$22M +260,969 +26%
APG Asset Management
48
APG Asset Management
Netherlands
$111M -$1.21M -14,300 -1%
CIMLRA
49
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M +$17.7M +209,778 +21%
DPIM
50
Duff & Phelps Investment Management
Illinois
$108M

AEP Hedge Fund Activity: Q4 2021 in Review

1,302 of the 6,498 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 449 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.

  • 1,302 institutional investors held American Electric Power (AEP) as of Q4 2021, up from 1,192 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.