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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
GSWM
601
Golden State Wealth Management
California
$664K +$23.9K +283 +4%
PP
602
PDS Planning
Ohio
$663K -$9.11K -108 -1%
GPA
603
Garrison Point Advisors
California
$661K -$135K -1,600 -18%
FSA
604
Franklin Street Advisors
North Carolina
$659K -$18K -213 -3%
PAM
605
Premier Asset Management
Illinois
$658K -$170K -2,015 -21%
WPC
606
Waters Parkerson & Co
Louisiana
$658K -$51.5K -611 -8%
QIM
607
Quantitative Investment Management
Virginia
$657K +$623K +7,390 New
DWM
608
Doyle Wealth Management
Florida
$652K -$34.7K -411 -5%
SFI
609
Siemens Fonds Invest
Germany
$649K -$113K -1,337 -15%
TL
610
Tradewinds LLC
North Carolina
$649K +$674K +7,988 New
CAI
611
Capital Advisors Inc
Oklahoma
$647K
FAM
612
Fulcrum Asset Management
United Kingdom
$647K
WA
613
WBH Advisory
Maryland
$646K +$22.1K +262 +4%
GBT
614
Grove Bank & Trust
Florida
$641K -$3.63K -43 -0.6%
LIA
615
LS Investment Advisors
Michigan
$639K +$506 +6 +0.1%
SAM
616
Shell Asset Management
Netherlands
$638K -$34.5K -409 -5%
AssetMark Inc
617
AssetMark Inc
California
$637K -$3.41M -40,424 -85%
BFS
618
Bard Financial Services
Connecticut
$637K
PMA
619
Prudent Man Advisors
Illinois
$635K -$111K -1,312 -16%
SC
620
Savant Capital
Illinois
$635K +$13.6K +161 +2%
IA
621
IFP Advisors
Florida
$632K -$40.2K -476 -6%
BO
622
Bank OZK
Arkansas
$630K -$10.1K -120 -2%
DT
623
Diversified Trust
Tennessee
$628K +$182K +2,153 +44%
APA
624
American Portfolios Advisors
New York
$628K -$359K -4,250 -38%
CC
625
Constitution Capital
Connecticut
$626K -$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.