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American Electric Power

1,380 hedge funds and large institutions have $37.5B invested in American Electric Power in 2022 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 533 increasing their positions, 409 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 74

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

39% more call options, than puts

Call options by funds: $273M | Put options by funds: $197M

30% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 409

15% more capital invested

Capital invested by funds: $32.6B → $37.5B (+$4.84B)

6% more funds holding

Funds holding: 1,3021,380 (+78)

1.83% more ownership

Funds ownership: 73.06%74.88% (+1.8%)

Holders
1,380
Holders Change
+78
Holders Change %
+5.99%
% of All Funds
21.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
170
Increased
533
Reduced
409
Closed
74
Calls
$273M
Puts
$197M
Net Calls
+$76M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$291M +$49.2M +538,927 +23%
Amundi
27
Amundi
France
$282M +$16.9M +185,506 +7%
Charles Schwab
28
Charles Schwab
California
$257M +$7.91M +86,622 +3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$218M +$25.6M +280,000 +15%
Federated Hermes
30
Federated Hermes
Pennsylvania
$214M -$107M -1,172,576 -35%
UBS AM
31
UBS AM
Illinois
$202M +$42.6M +466,535 +30%
Goldman Sachs
32
Goldman Sachs
New York
$200M -$136M -1,489,859 -43%
Boston Partners
33
Boston Partners
Massachusetts
$191M +$58.6M +641,178 +50%
PPA
34
Parametric Portfolio Associates
Washington
$181M +$3.51M +38,437 +2%
MBA
35
Maple-Brown Abbott
Australia
$180M -$16.9M -185,110 -9%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$162M -$6.77M -74,124 -4%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$160M +$8.46M +92,629 +6%
PAMS
38
Pictet Asset Management (Switzerland)
Switzerland
$156M -$14.6M -159,761 -9%
EIP
39
Epoch Investment Partners
New York
$153M +$16.5M +180,102 +13%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$147M +$22.3M +243,808 +20%
Cohen & Steers
41
Cohen & Steers
New York
$143M +$13.1M +143,746 +11%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$132M +$85.2M +932,919 +240%
First Trust Advisors
43
First Trust Advisors
Illinois
$131M -$5.33M -58,379 -4%
DPIM
44
Duff & Phelps Investment Management
Illinois
$130M +$8.16M +89,350 +7%
APG Asset Management
45
APG Asset Management
Netherlands
$126M -$1.09M -11,900 -0.8%
EIP
46
Energy Income Partners
Connecticut
$121M +$1.58M +17,257 +1%
Millennium Management
47
Millennium Management
New York
$120M -$19.3M -211,760 -15%
RJA
48
Raymond James & Associates
Florida
$108M +$4.82M +52,809 +5%
Jennison Associates
49
Jennison Associates
New York
$101M +$92M +1,007,320 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$96M -$1.87M -20,446 -2%

AEP Hedge Fund Activity: Q1 2022 in Review

1,380 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2022, worth a combined $37.5B — up 15% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new AEP positions and 74 closed out — a net gain of 96 holders — while 533 added to existing stakes and 409 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $408M. The largest seller was Capital World Investors, exiting entirely with an estimated $162M sold.

  • 1,380 institutional investors held American Electric Power (AEP) as of Q1 2022, up from 1,302 in Q4 2021.
  • Funds reported $37.5B of American Electric Power stock for Q1 2022, up 15% quarter-over-quarter.
  • 170 funds opened new American Electric Power positions in Q1 2022 and 74 closed out, a net change of +96 holders.
  • The largest American Electric Power buyer in Q1 2022 was T. Rowe Price Associates, an estimated $408M added.
  • The largest American Electric Power seller in Q1 2022 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2022.