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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
HCM
701
Huber Capital Management
California
$483K -$1.32M -15,669 -74%
AWM
702
Aberdeen Wealth Management
Illinois
$483K
Lido Advisors
703
Lido Advisors
California
$483K +$124K +1,469 +37%
SIC
704
Sterling Investment Counsel
New York
$481K +$456K +5,410 New
PCM
705
Parsons Capital Management
Rhode Island
$477K -$26.6K -315 -6%
ITIM
706
Indiana Trust & Investment Management
Indiana
$476K
SMC
707
Smith, Moore & Co
Missouri
$475K -$32.9K -390 -7%
SIC
708
Salem Investment Counselors
North Carolina
$474K -$18.6K -220 -4%
TTWM
709
TCV Trust & Wealth Management
Virginia
$473K +$18.5K +219 +4%
CI
710
Conning Inc
Connecticut
$472K -$174K -2,062 -28%
IIC
711
Ironwood Investment Counsel
Arizona
$469K +$8.44K +100 +2%
AMIM
712
Aull & Monroe Investment Management
Alabama
$468K -$16.7K -198 -4%
LCM
713
Liberty Capital Management
Michigan
$465K +$14.8K +175 +3%
RIA
714
Realta Investment Advisors
Delaware
$465K +$26.5K +314 +6%
DWA
715
Douglass Winthrop Advisors
New York
$464K
CIA
716
Cohen Investment Advisors
New Hampshire
$464K +$3.96K +47 +0.9%
GWM
717
GDS Wealth Management
Texas
$461K +$437K +5,178 New
CCM
718
Coldstream Capital Management
Washington
$457K +$433K +5,139 New
DI
719
DAGCO Inc
Ohio
$454K -$9.79K -116 -2%
FC
720
FORA Capital
Florida
$453K -$772K -9,150 -64%
HIA
721
Harbor Investment Advisory
Maryland
$453K +$29.9K +354 +7%
CIC
722
Carnegie Investment Counsel
Ohio
$448K -$26.5K -314 -6%
BAM
723
Belpointe Asset Management
Nevada
$444K -$47.7K -566 -10%
MYIA
724
Mount Yale Investment Advisors
Colorado
$443K -$75.2K -892 -15%
C
725
Certuity
Florida
$442K -$150K -1,782 -26%

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.