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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
CAC
526
Certified Advisory Corp
Florida
$894K +$84 +1 +0%
AF
527
Allworth Financial
California
$892K +$16.7K +198 +2%
AAM
528
AR Asset Management
California
$890K
SACTSONJ
529
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$890K
BBA
530
Baader Bank Aktiengesellschaft
Germany
$890K +$844K +10,000 New
IF
531
Intrua Financial
Texas
$887K +$12.8K +152 +2%
SBH
532
Segall Bryant & Hamill
Illinois
$880K +$154K +1,822 +22%
WANY
533
Wealthspire Advisors (New York)
New York
$879K +$72.8K +863 +10%
RWA
534
Ropes Wealth Advisors
Massachusetts
$878K -$468K -5,545 -36%
BJL
535
Brighton Jones LLC
Washington
$876K +$17.4K +206 +2%
DP
536
Dearborn Partners
Illinois
$873K +$313K +3,714 +61%
CWM
537
C2C Wealth Management
Arizona
$863K +$819K +9,704 New
FHA
538
Flagship Harbor Advisors
Massachusetts
$862K -$20.2K -239 -2%
BCA
539
Bay Colony Advisors
Massachusetts
$862K +$278K +3,298 +52%
CAG
540
Csenge Advisory Group
Florida
$859K -$37.6K -446 -4%
PHS
541
Pekin Hardy Strauss
Illinois
$856K
GG
542
Gofen & Glossberg
Illinois
$853K -$101K -1,200 -11%
BPM
543
Bowling Portfolio Management
Ohio
$853K +$422 +5 +0.1%
AWM
544
Aevitas Wealth Management
Massachusetts
$850K +$3.12K +37 +0.4%
Robeco Institutional Asset Management
545
Robeco Institutional Asset Management
Netherlands
$848K +$116K +1,371 +17%
RCM
546
Radnor Capital Management
Pennsylvania
$845K +$802K +9,503 New
WA
547
Wealth Alliance
New York
$843K +$3.96K +47 +0.5%
NL
548
Navalign LLC
California
$833K -$18.9K -224 -2%
ED
549
Exane Derivatives
France
$828K +$4.39K +52 +0.6%
VIA
550
Vident Investment Advisory
Georgia
$826K -$35.9K -426 -4%

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.