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American Electric Power
AEP

Overview Fund Activity

1,297 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, 447 increasing their positions, 400 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+111
Holders Change %
+9.36%
% of All Funds
20.03%
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
447
Reduced
400
Closed
86
Calls
$256M
Puts
$201M
Net Calls
+$55.4M
Net Calls Change
+$80.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.63B
2
BlackRock
BlackRock
New York
$3.69B
3
Citadel Advisors
Citadel Advisors
Florida
$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.83B
5
Marshall Wace
Marshall Wace
United Kingdom
$94.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$428M
2
Capital Research Global Investors
Capital Research Global Investors
California
$532M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$574M
4
BC
Brookfield Corp
Ontario, Canada
$49.8M
5
Capital World Investors
Capital World Investors
California
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
551
Arkadios Wealth Advisors
Georgia
$819K +$226K +2,542 +38%
SWM
552
Spire Wealth Management
Virginia
$813K +$583K +6,552 +254%
WFM
553
Wolff Financial Management
Michigan
$812K +$812K +9,124 New
CDH
554
Charles D. Hyman
$810K – – –
OPW
555
Oxler Private Wealth
New York
$808K +$7.38K +83 +0.9%
LMAM
556
Legg Mason Asset Management
Japan
$805K -$62.3K -700 -7%
BRWA
557
B. Riley Wealth Advisors
Florida
$805K +$30.4K +341 +4%
FWCM
558
Ferguson Wellman Capital Management
Oregon
$801K +$11.1K +125 +1%
JWS
559
Juncture Wealth Strategies
Arizona
$797K +$26.7K +300 +3%
FCM
560
Fourpath Capital Management
Oklahoma
$785K +$785K +8,821 New
CAG
561
Crestwood Advisors Group
Massachusetts
$780K -$618K -6,945 -44%
AWM
562
Apollon Wealth Management
South Carolina
$776K +$396K +4,455 +104%
HH
563
Hilltop Holdings
Texas
$772K +$66.3K +746 +9%
SCM
564
Schnieders Capital Management
California
$767K +$17.8K +200 +2%
GAG
565
GM Advisory Group
New York
$762K – – –
KIA
566
KCM Investment Advisors
California
$762K +$51K +573 +7%
EF
567
Empirical Finance
Pennsylvania
$760K +$205K +2,305 +37%
SS
568
Simplicity Solutions
Minnesota
$758K +$433K +4,869 +133%
OFG
569
Oxford Financial Group
Indiana
$754K – – –
WWM
570
Western Wealth Management
Colorado
$746K +$746K +8,409 New
IRF
571
IBM Retirement Fund
New York
$740K -$517K -5,813 -41%
DCM
572
Donaldson Capital Management
Indiana
$740K +$42.4K +477 +6%
HPC
573
HM Payson & Co
Maine
$732K -$35.6K -400 -5%
BSW
574
Buckingham Strategic Wealth
Missouri
$727K -$46.2K -520 -6%
MA
575
MKT Advisors
California
$727K +$727K +8,189 New
21 22
23
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