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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
WP
551
WealthPLAN Partners
Nebraska
$819K +$422 +5 +0.1%
AWA
552
Arkadios Wealth Advisors
Georgia
$819K +$214K +2,542 +38%
SWM
553
Spire Wealth Management
Virginia
$813K +$553K +6,552 +254%
WFM
554
Wolff Financial Management
Michigan
$812K +$770K +9,124 New
CDH
555
Charles D. Hyman
$810K
OPW
556
Oxler Private Wealth
New York
$808K +$7K +83 +0.9%
LMAM
557
Legg Mason Asset Management
Japan
$805K -$59K -700 -7%
BRWA
558
B. Riley Wealth Advisors
Florida
$805K +$28.8K +341 +4%
FWCM
559
Ferguson Wellman Capital Management
Oregon
$801K +$10.5K +125 +1%
JWS
560
Juncture Wealth Strategies
Arizona
$797K +$25.3K +300 +3%
FCM
561
Fourpath Capital Management
Oklahoma
$785K +$744K +8,821 New
CAG
562
Crestwood Advisors Group
Massachusetts
$780K -$586K -6,945 -44%
AWM
563
Apollon Wealth Management
South Carolina
$776K +$376K +4,455 +104%
HH
564
Hilltop Holdings
Texas
$772K +$62.9K +746 +9%
SCM
565
Schnieders Capital Management
California
$767K +$16.9K +200 +2%
GAG
566
GM Advisory Group
New York
$762K
KIA
567
KCM Investment Advisors
California
$762K +$48.3K +573 +7%
EF
568
Empirical Finance
Pennsylvania
$760K +$194K +2,305 +37%
SS
569
Simplicity Solutions
Minnesota
$758K +$411K +4,869 +133%
OFG
570
Oxford Financial Group
Indiana
$754K
WWM
571
Western Wealth Management
Colorado
$746K +$709K +8,409 New
IRF
572
IBM Retirement Fund
New York
$740K -$490K -5,813 -41%
DCM
573
Donaldson Capital Management
Indiana
$740K +$40.2K +477 +6%
LSA
574
Leonteq Securities AG
Switzerland
$732K -$24K -285 -3%
HPC
575
HM Payson & Co
Maine
$732K -$33.7K -400 -5%

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.