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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
MBTD
826
Mechanics Bank - Trust Department
California
$330K -$44.8K -531 -13%
JCM
827
J2 Capital Management
Michigan
$330K +$313K +3,707 New
MAM
828
Madison Asset Management
Wisconsin
$328K +$311K +3,688 New
PIM
829
Penobscot Investment Management
Massachusetts
$326K
EH
830
Equitable Holdings
New York
$325K -$19.6K -232 -6%
MA
831
Mutual Advisors
Nebraska
$325K +$253 +3 +0.1%
LIM
832
Lathrop Investment Management
Arkansas
$323K
DBT
833
Dubuque Bank & Trust
Iowa
$320K
PIM
834
Perpetual Investment Management
Australia
$320K
DPI
835
Diversified Portfolios Inc
Michigan
$320K +$304K +3,600 New
PFM
836
Parsec Financial Management
North Carolina
$319K -$19.5K -231 -6%
SIA
837
Schechter Investment Advisors
Michigan
$318K +$302K +3,580 New
FANJ
838
Financial Architects (New Jersey)
New Jersey
$315K +$5.82K +69 +2%
BL
839
Balentine LLC
Georgia
$314K +$71.9K +852 +32%
CSIC
840
Clifford Swan Investment Counsel
California
$313K
IFA
841
Interactive Financial Advisors
Illinois
$311K
MC
842
Mathes Company
New York
$311K
RHBC
843
R.H. Bluestein & Co
Michigan
$311K
ACP
844
Aviance Capital Partners
Florida
$309K -$18.9K -224 -6%
AWAG
845
ARS Wealth Advisors Group
Florida
$308K -$10.3K -122 -3%
APG
846
Abacus Planning Group
South Carolina
$307K
EN1L
847
Engine No 1 LLC
California
$307K +$64.3K +762 +28%
WSTAM
848
Wilbanks Smith & Thomas Asset Management
Virginia
$306K
SCA
849
Snowden Capital Advisors
New York
$305K -$269K -3,187 -48%
GWSG
850
GPS Wealth Strategies Group
Colorado
$305K +$28K +332 +11%

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.