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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
CA
801
Clearstead Advisors
Ohio
$357K -$50.7K -601 -13%
Fayez Sarofim & Co
802
Fayez Sarofim & Co
Texas
$357K +$52.7K +625 +18%
VCM
803
Vigilant Capital Management
Maine
$356K +$337K +4,000 New
GVAG
804
Great Valley Advisor Group
Delaware
$355K -$590 -7 -0.2%
MCWS
805
McKinley Carter Wealth Services
West Virginia
$353K -$26.7K -316 -7%
VWMG
806
Virginia Wealth Management Group
Virginia
$353K +$335K +3,970 New
LODC
807
Lanham O'Dell & Company
West Virginia
$350K +$332K +3,932 New
MWM
808
Mission Wealth Management
California
$347K +$36.4K +432 +12%
NIM
809
Northeast Investment Management
Massachusetts
$345K
FG
810
Fiduciary Group
Georgia
$343K -$12K -142 -4%
Bessemer Group
811
Bessemer Group
New Jersey
$342K -$90.1K -1,068 -22%
BO
812
BRR OpCo
Ohio
$340K -$6.83K -81 -2%
WT
813
Washington Trust
Rhode Island
$339K -$33.7K -400 -10%
HC
814
Hamilton Capital
Ohio
$339K +$321K +3,809 New
LWM
815
Laidlaw Wealth Management
New York
$338K +$320K +3,798 New
VFP
816
Verus Financial Partners
Virginia
$336K +$253 +3 +0.1%
CA
817
Calton & Associates
Florida
$335K -$28.7K -340 -8%
EGA
818
E&G Advisors
Texas
$335K
BS
819
Boenning & Scattergood
Pennsylvania
$335K +$8.77K +104 +3%
OPS
820
Orion Portfolio Solutions
Nebraska
$335K +$38.2K +453 +14%
PL
821
Pluribus Labs
California
$335K +$317K +3,760 New
FIM
822
Fruth Investment Management
Texas
$333K -$422 -5 -0.1%
NFG
823
Nations Financial Group
Iowa
$333K +$1.43K +17 +0.5%
SG
824
StoneX Group
New York
$332K +$31.5K +374 +11%
SWA
825
SFMG Wealth Advisors
Texas
$332K +$315K +3,737 New

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.