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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
PSUF
501
People's United Financial
Connecticut
$1.02M -$133K -1,571 -12%
CI
502
Cigna Investments
Connecticut
$1.01M -$333K -3,946 -26%
PA
503
Procyon Advisors
Connecticut
$1M +$37.8K +448 +4%
MSA
504
Marino Stram & Associates
Massachusetts
$989K +$34.3K +407 +4%
GI
505
GS Investments
Minnesota
$983K
GTCM
506
Gyon Technologies Capital Management
New Jersey
$976K +$292K +3,458 +46%
HWM
507
HB Wealth Management
Georgia
$975K +$924K +10,958 New
SW
508
SVB Wealth
Massachusetts
$970K +$46.4K +550 +5%
KFP
509
KMG Fiduciary Partners
Ohio
$970K +$157K +1,865 +21%
IRC
510
Investors Research Corp
Georgia
$956K
TCM
511
Twin Capital Management
Pennsylvania
$954K +$27.5K +326 +3%
BCP
512
Blue Chip Partners
Michigan
$952K +$7.42K +88 +0.8%
SB
513
Strategic Blueprint
Georgia
$948K -$190K -2,257 -17%
WC
514
Whitney & Co
New York
$948K -$2.11K -25 -0.2%
SC
515
Sagefield Capital
Texas
$948K +$899K +10,659 New
HSA
516
HBK Sorce Advisory
Pennsylvania
$942K -$7.34K -87 -0.8%
ASN
517
Advisory Services Network
Georgia
$941K -$702K -8,323 -44%
CFGS
518
Concourse Financial Group Securities
Alabama
$931K -$42.5K -504 -5%
GJIC
519
Gamble Jones Investment Counsel
California
$919K
PTC
520
Private Trust Company
Ohio
$914K +$38K +451 +5%
CBN
521
Cadence Bank NA
Texas
$908K -$12.1K -143 -1%
CAM
522
Columbia Asset Management
Michigan
$907K -$139K -1,648 -14%
AWG
523
Altus Wealth Group
Colorado
$907K -$51.5K -610 -6%
KWM
524
Kingsview Wealth Management
Oregon
$902K -$26.8K -318 -3%
GMA
525
Glassy Mountain Advisors
Maryland
$895K +$849K +10,064 New

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.