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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
DJSG
676
D.J. St. Germain
Massachusetts
$517K +$63.5K +753 +15%
NRS
677
Neville Rodie & Shaw
New York
$516K
MWM
678
Mattern Wealth Management
Kansas
$514K
STC
679
Sarah T. Connolly
$514K
GFP
680
Gryphon Financial Partners
Ohio
$513K -$2.28K -27 -0.5%
GCMG
681
Gyroscope Capital Management Group
Florida
$512K -$136K -1,615 -22%
FIM
682
Freedom Investment Management
Connecticut
$512K -$4.13K -49 -0.8%
FFN
683
Focus Financial Network
Minnesota
$510K +$113K +1,345 +31%
CHC
684
City Holding Co
West Virginia
$509K +$2.11K +25 +0.4%
IHL
685
Investment House LLC
California
$507K
PWW
686
Pettyjohn Wood & White
Virginia
$506K +$58.5K +694 +14%
PWM
687
Perigon Wealth Management
California
$504K +$590 +7 +0.1%
HI
688
Harbour Investments
Wisconsin
$503K -$951K -11,271 -67%
WI
689
WrapManager Inc
California
$494K -$11.7K -139 -2%
SS
690
Sunbelt Securities
Texas
$493K -$109K -1,291 -19%
RIL
691
Rothschild Investment LLC
Illinois
$493K -$5.48K -65 -1%
MIP
692
Marietta Investment Partners
Wisconsin
$491K
SSA
693
South Street Advisors
New York
$491K
SMG
694
Smart Money Group
Texas
$490K +$20.8K +247 +5%
OFS
695
Orrstown Financial Services
Pennsylvania
$489K -$34.6K -410 -7%
AP
696
Atwood & Palmer
Missouri
$489K
CK
697
Cohen Klingenstein
New York
$489K
DA
698
Detalus Advisors
Missouri
$489K
LIM
699
Longfellow Investment Management
Massachusetts
$488K
CAM
700
Centre Asset Management
New York
$485K +$169 +2 +0%

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.