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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
Jones Financial Companies
776
Jones Financial Companies
Missouri
$384K -$6.66K -79 -2%
S
777
SignatureFD
Georgia
$383K -$6.41K -76 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
778
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$383K
LDFR
779
Lehman & Derafelo Financial Resources
Pennsylvania
$382K
QCG
780
Quadrant Capital Group
Ohio
$381K -$26K -308 -7%
FCI
781
Financial Counselors Inc
Kansas
$381K -$8.44K -100 -2%
RB
782
Renasant Bank
Mississippi
$381K +$76.2K +903 +27%
PTP
783
Platform Technology Partners
New York
$379K +$5.15K +61 +1%
WF
784
Welch & Forbes
Massachusetts
$378K
CA
785
Continuum Advisory
Idaho
$378K +$20.2K +240 +6%
CCM
786
Compton Capital Management
Rhode Island
$377K +$8.44K +100 +2%
WHC
787
Wulff, Hansen & Co
California
$374K +$355K +4,205 New
E
788
Ergoteles
New York
$374K +$355K +4,206 New
RRC
789
Relaxing Retirement Coach
Massachusetts
$373K +$354K +4,194 New
AW
790
Apricus Wealth
South Carolina
$372K +$353K +4,182 New
LA
791
LexAurum Advisors
Kansas
$370K -$70.3K -833 -17%
BIA
792
Barry Investment Advisors
Massachusetts
$368K +$109K +1,295 +46%
KMWM
793
Keudell/Morrison Wealth Management
Oregon
$367K -$20.7K -245 -6%
TVWM
794
Tower View Wealth Management
Wisconsin
$366K
BAM
795
Blueshift Asset Management
New Jersey
$365K -$447K -5,301 -56%
MFW
796
Meristem Family Wealth
Minnesota
$363K -$1.69K -20 -0.5%
SIG
797
Sky Investment Group
Connecticut
$361K +$12.7K +150 +4%
Verition Fund Management
798
Verition Fund Management
Connecticut
$360K +$341K +4,045 New
FAIM
799
Financial Advocates Investment Management
Washington
$359K -$3.12K -37 -0.9%
AAM
800
Aureus Asset Management
Massachusetts
$359K +$2.62K +31 +0.8%

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.