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American Electric Power

1,381 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, 410 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: 410

15% more capital invested

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

6% more funds holding

Funds holding: 1,3031,381 (+78)

1.83% more ownership

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

Holders
1,381
Holders Change
+78
Holders Change %
+5.99%
% of All Funds
21.78%
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
410
Closed
74
Calls
$273M
Puts
$197M
Net Calls
+$76M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
476
Cerity Partners OCIO
New York
$1.37M -$3.63M -39,695 -74%
RPSA
477
Richard P. Slaughter Associates
Texas
$1.36M +$28.7K +314 +2%
HWM
478
HB Wealth Management
Georgia
$1.36M +$246K +2,697 +25%
IA
479
IFP Advisors
Florida
$1.36M +$1.17M +12,815 +180%
RA
480
Rational Advisors
New York
$1.36M +$1.24M +13,588 New
PNC
481
Park National Corp
Ohio
$1.34M -$143K -1,560 -10%
QCM
482
Quantinno Capital Management
New York
$1.34M +$50.4K +552 +4%
EWA
483
Exencial Wealth Advisors
Oklahoma
$1.34M +$70.7K +774 +6%
Cerity Partners
484
Cerity Partners
New York
$1.31M -$67K -733 -5%
LWAC
485
Laurel Wealth Advisors (California)
California
$1.3M -$105K -1,147 -8%
SWM
486
SeaCrest Wealth Management
New York
$1.3M +$7.49K +82 +0.6%
PWP
487
Principle Wealth Partners
Connecticut
$1.29M +$91 +1 +0%
AIP
488
ARS Investment Partners
New York
$1.28M -$26.2K -287 -2%
FAM
489
Fulcrum Asset Management
United Kingdom
$1.28M
SLI
490
Sumitomo Life Insurance
Japan
$1.28M -$43K -471 -4%
SCF
491
Sante Capital Fund
Texas
$1.28M +$1.17M +12,798 New
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$74.2K +812 +7%
SFG
493
Summit Financial Group
West Virginia
$1.27M
ASN
494
Advisory Services Network
Georgia
$1.26M +$190K +2,075 +20%
NAM
495
NTV Asset Management
West Virginia
$1.26M +$99K +1,084 +9%
TYCC
496
Texas Yale Capital Corp
Florida
$1.25M +$27.4K +300 +2%
KFP
497
KMG Fiduciary Partners
Ohio
$1.24M +$141K +1,541 +14%
SC
498
Searle & Co
Connecticut
$1.24M
KWM
499
Kingsview Wealth Management
Oregon
$1.24M +$206K +2,254 +22%
FCBT
500
First Citizens Bank & Trust
North Carolina
$1.23M +$28.9K +316 +3%

AEP Hedge Fund Activity: Q1 2022 in Review

1,381 of the 6,341 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 410 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.

  • 1,381 institutional investors held American Electric Power (AEP) as of Q1 2022, up from 1,303 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.