We are live on ! Find out more
AEP icon

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
BSW
576
Buckingham Strategic Wealth
Missouri
$727K -$43.9K -520 -6%
MA
577
MKT Advisors
California
$727K +$691K +8,189 New
ANRIA
578
American National Registered Investment Advisor
Texas
$721K -$169 -2 -0%
PAM
579
Paradigm Asset Management
New York
$721K
FLI
580
Family Legacy Inc
South Carolina
$720K -$107K -1,268 -14%
FFA
581
Founders Financial Alliance
North Carolina
$719K -$55.3K -656 -8%
CCA
582
Checchi Capital Advisers
California
$715K +$166K +1,964 +32%
JGUA
583
John G. Ullman & Associates
New York
$714K +$3.46K +41 +0.5%
Luther King Capital Management (LKCM)
584
Luther King Capital Management (LKCM)
Texas
$712K +$169K +2,000 +33%
EA
585
Eudaimonia Advisors
Tennessee
$712K +$675K +8,000 New
JAG
586
Journey Advisory Group
Kentucky
$701K +$165K +1,959 +33%
MPM
587
MBB Public Markets
Illinois
$701K +$665K +7,879 New
DW
588
Domani Wealth
Pennsylvania
$691K
SWA
589
Stratos Wealth Advisors
Ohio
$690K +$11K +130 +2%
CC
590
Chicago Capital
Illinois
$684K -$7.59K -90 -1%
TBA
591
Tower Bridge Advisors
Pennsylvania
$684K -$119K -1,415 -16%
AA
592
Ancora Advisors
Ohio
$683K -$8.52K -101 -1%
PIA
593
Powell Investment Advisors
Florida
$682K
FA
594
FDx Advisors
Illinois
$681K -$9.2K -109 -1%
GWM
595
GSB Wealth Management
Connecticut
$677K +$299K +3,547 +87%
VAS
596
Vestmark Advisory Solutions
Massachusetts
$676K +$38.6K +458 +6%
WG
597
Welch Group
Alabama
$674K +$928 +11 +0.1%
AIC
598
Archer Investment Corporation
Indiana
$672K
JGCM
599
Joseph Group Capital Management
Ohio
$666K +$632K +7,489 New
EWM
600
Evercore Wealth Management
New York
$665K

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.