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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
RPC
626
Rossmore Private Capital
Connecticut
$623K -$49.5K -587 -8%
SSB
627
Sandy Spring Bank
Maryland
$622K -$34.6K -410 -6%
MG
628
Mather Group
Illinois
$621K +$22.9K +272 +4%
CA
629
CoreCap Advisors
Michigan
$620K +$588K +6,968 New
BOH
630
Bank of Hawaii
Hawaii
$618K +$53.3K +632 +10%
AWM
631
Altium Wealth Management
New York
$618K +$92.4K +1,095 +19%
PA
632
Parallel Advisors
California
$612K -$5.23K -62 -0.9%
CFA
633
Carroll Financial Associates
North Carolina
$609K +$52.4K +621 +10%
OIA
634
OneDigital Investment Advisors
Kansas
$609K +$167K +1,976 +41%
TT
635
TI-Trust
Illinois
$609K +$577K +6,840 New
GLLW
636
Graves Light Lenhart Wealth
Virginia
$608K +$2.7K +32 +0.5%
EHC
637
Everett Harris & Co
California
$604K
MOS
638
MGO One Seven
Ohio
$597K +$357K +4,238 +171%
SF
639
Summit Financial
New Jersey
$589K +$172K +2,039 +44%
SC
640
SouthState Corp
Florida
$588K
HVIA
641
Hudson Valley Investment Advisors
New York
$585K +$115K +1,365 +26%
KA
642
Kovack Advisors
Florida
$580K +$253 +3 +0%
CA
643
Cornerstone Advisory
Maryland
$577K +$6.75K +80 +1%
CTA
644
Chesley Taft & Associates
Illinois
$577K +$108K +1,280 +25%
TCMP
645
Thrive Capital Management (Pennsylvania)
Pennsylvania
$575K -$397K -4,704 -42%
MYLI
646
Meiji Yasuda Life Insurance
Japan
$574K -$95.3K -1,130 -15%
IAA
647
Independent Advisor Alliance
North Carolina
$573K +$1.77K +21 +0.3%
LFAS
648
Level Four Advisory Services
Texas
$573K +$73.1K +866 +16%
SXL
649
Summit X LLC
Missouri
$572K +$10.1K +120 +2%
CWM
650
Congress Wealth Management
Massachusetts
$572K +$542K +6,427 New

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.