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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
EWM
626
Evercore Wealth Management
New York
$743K -$2.28K -25 -0.3%
IC
627
IEQ Capital
California
$743K +$108K +1,180 +19%
GPA
628
Garrison Point Advisors
California
$741K
OTL
629
Oak Thistle LLC
New York
$741K +$679K +7,431 New
SF
630
Summit Financial
New Jersey
$738K +$70.8K +775 +12%
WA
631
WBH Advisory
Maryland
$738K -$5.39K -59 -0.8%
FSA
632
Franklin Street Advisors
North Carolina
$737K -$1.55K -17 -0.2%
SFI
633
Siemens Fonds Invest
Germany
$737K +$7.13K +78 +1%
WPC
634
Waters Parkerson & Co
Louisiana
$732K -$5.3K -58 -0.8%
CA
635
Cornerstone Advisory
Maryland
$732K +$78.6K +860 +13%
DWM
636
Doyle Wealth Management
Florida
$731K +$457 +5 +0.1%
SWA
637
Stratos Wealth Advisors
Ohio
$729K -$40.9K -448 -6%
SC
638
Savant Capital
Illinois
$729K +$14.7K +161 +2%
GBT
639
Grove Bank & Trust
Florida
$724K +$5.03K +55 +0.8%
SMC
640
Smith, Moore & Co
Missouri
$724K +$176K +1,922 +36%
OIA
641
OneDigital Investment Advisors
Kansas
$721K +$35.3K +386 +6%
LIA
642
LS Investment Advisors
Michigan
$717K +$457 +5 +0.1%
GSWM
643
Golden State Wealth Management
California
$716K -$25.9K -283 -4%
BFS
644
Bard Financial Services
Connecticut
$714K
KA
645
Kovack Advisors
Florida
$712K +$56.6K +619 +9%
TSS
646
Two Sigma Securities
New York
$711K +$212K +2,317 +48%
RPC
647
Rossmore Private Capital
Connecticut
$710K +$10.5K +115 +2%
BO
648
Bank OZK
Arkansas
$705K
MG
649
Mather Group
Illinois
$703K +$5.76K +63 +0.9%
AWM
650
Altium Wealth Management
New York
$703K +$9.14K +100 +1%

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.