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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
BPFA
751
Barnes Pettey Financial Advisors
Mississippi
$415K +$393K +4,663 New
AT
752
Arden Trust
Delaware
$414K -$53.6K -635 -12%
SYBT
753
Stock Yards Bank & Trust
Kentucky
$412K +$8.44K +100 +2%
MCP
754
Mirador Capital Partners
California
$411K +$26.9K +319 +7%
CWM
755
Cornerstone Wealth Management
Missouri
$410K +$14.6K +173 +4%
FBB
756
Fulton Breakefield Broenniman
Maryland
$409K +$6.33K +75 +2%
BBA
757
BLB&B Advisors
Pennsylvania
$408K -$14.9K -177 -4%
IFG
758
Independent Financial Group
California
$407K -$30.7K -364 -7%
DJYG
759
David J. Yvars Group
Florida
$407K -$39.2K -465 -9%
BA
760
Bridgewater Advisors
New York
$406K
THWM
761
Taylor Hoffman Wealth Management
Virginia
$405K -$19.5K -231 -5%
BTW
762
Boston Trust Walden
Massachusetts
$405K +$54K +640 +16%
UCMOK
763
United Capital Management of KS
Kansas
$399K +$253 +3 +0.1%
FF
764
FourThought Financial
Florida
$397K -$20.2K -239 -5%
BBNA
765
Bremer Bank National Association
Minnesota
$396K +$3.8K +45 +1%
CT
766
Caldwell Trust
Florida
$393K +$1.52K +18 +0.4%
CWP
767
Concord Wealth Partners
Virginia
$393K -$71.5K -848 -16%
TPWA
768
TRUE Private Wealth Advisors
Oregon
$393K -$3.04K -36 -0.8%
Fisher Asset Management
769
Fisher Asset Management
Washington
$393K +$84.9K +1,006 +29%
MGP
770
Metis Global Partners
California
$389K +$368K +4,365 New
CS
771
Cannell & Spears
New York
$387K
PPP
772
Private Portfolio Partners
New Jersey
$385K +$59.2K +702 +19%
NB
773
Northwest Bancshares
Pennsylvania
$385K -$8.35K -99 -2%
APP
774
Avantax Planning Partners
Iowa
$385K -$2.02K -24 -0.6%
AHB
775
Abner Herrman & Brock
New Jersey
$384K -$21K -249 -5%

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.