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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
ED
551
Exane Derivatives
France
$994K +$60.4K +661 +7%
MLA
552
My Legacy Advisors
Oregon
$994K +$910K +9,959 New
IF
553
Intrua Financial
Texas
$992K -$1.74K -19 -0.2%
TI
554
Tidal Investments
Wisconsin
$991K -$250K -2,738 -22%
BPM
555
Bowling Portfolio Management
Ohio
$989K +$29.3K +321 +3%
EP
556
Eudaimonia Partners
Tennessee
$988K +$905K +9,903 New
BJL
557
Brighton Jones LLC
Washington
$987K +$4.29K +47 +0.5%
LA
558
Latitude Advisors
Florida
$980K +$357K +3,904 +66%
FHA
559
Flagship Harbor Advisors
Massachusetts
$976K +$8.68K +95 +1%
ADL
560
Asset Dedication LLC
California
$966K +$839K +9,184 +1,643%
CCC
561
Chelsea Counsel Company
California
$964K +$883K +9,660 New
PHS
562
Pekin Hardy Strauss
Illinois
$960K
EF
563
Empirical Finance
Pennsylvania
$957K +$96.8K +1,059 +12%
AWM
564
Aevitas Wealth Management
Massachusetts
$956K +$3.02K +33 +0.3%
GG
565
Gofen & Glossberg
Illinois
$955K -$1.83K -20 -0.2%
WA
566
Wealth Alliance
New York
$955K +$7.95K +87 +0.9%
RWA
567
Ropes Wealth Advisors
Massachusetts
$949K -$31.8K -348 -4%
TCCM
568
Timber Creek Capital Management
Massachusetts
$947K -$2.34M -25,650 -73%
AWM
569
Apollon Wealth Management
South Carolina
$944K +$67.8K +742 +9%
GMA
570
Glassy Mountain Advisors
Maryland
$937K -$61.7K -675 -7%
IIM
571
InTrack Investment Management
Vermont
$934K -$404K -4,420 -32%
KIA
572
KCM Investment Advisors
California
$922K +$61.6K +674 +8%
TCM
573
Twin Capital Management
Pennsylvania
$918K -$139K -1,519 -14%
BRWA
574
B. Riley Wealth Advisors
Florida
$917K +$13.9K +152 +2%
TBA
575
Tower Bridge Advisors
Pennsylvania
$916K +$137K +1,500 +20%

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.