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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
KWM
651
Keebeck Wealth Management
Illinois
$571K
FWM
652
Finer Wealth Management
Massachusetts
$567K +$537K +6,368 New
Hudson Bay Capital Management
653
Hudson Bay Capital Management
Connecticut
$564K -$1.83M -21,643 -77%
KFGK
654
Keystone Financial Group (Kentucky)
Kentucky
$564K +$3.8K +45 +0.7%
IAN
655
Integrated Advisors Network
Texas
$564K +$158K +1,874 +42%
IC
656
IEQ Capital
California
$557K +$43.4K +515 +9%
AAS
657
Ameritas Advisory Services
Nebraska
$555K +$526K +6,237 New
SAM
658
Seelaus Asset Management
New Jersey
$552K +$143K +1,700 +38%
CPIA
659
Cornell Pochily Investment Advisors
New York
$550K +$1.26K +15 +0.2%
BCM
660
Birmingham Capital Management
Alabama
$549K
TNB
661
Thomasville National Bank
Georgia
$541K -$22.4K -265 -4%
WSCM
662
Wellington Shields Capital Management
New York
$540K +$84 +1 +0%
CGL
663
Clarius Group LLC
Washington
$539K +$27.2K +322 +6%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$538K -$28K -332 -5%
TCOT
665
Trust Company of Toledo
Ohio
$536K +$14.3K +170 +3%
TAIM
666
TD Ameritrade Investment Management
Nebraska
$527K +$500K +5,925 New
LA
667
Latitude Advisors
Florida
$526K +$67.5K +800 +16%
JIP
668
Jaffetilchin Investment Partners
Florida
$524K -$3.37K -40 -0.7%
ARG
669
Advisory Resource Group
Oklahoma
$523K
PIA
670
Pinion Investment Advisors
Kansas
$523K +$6.41K +76 +1%
CSB
671
City State Bank
Iowa
$523K +$496K +5,879 New
AIM
672
Anchor Investment Management
South Carolina
$523K
EFM
673
E Fund Management
China
$519K +$2.02K +24 +0.4%
CF
674
Clarity Financial
Texas
$518K +$491K +5,820 New
PFS
675
Prospera Financial Services
Texas
$517K +$35.5K +421 +8%

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.