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American Electric Power

1,381 hedge funds and large institutions have $37.5B invested in American Electric Power in 2022 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 533 increasing their positions, 410 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 74

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

39% more call options, than puts

Call options by funds: $273M | Put options by funds: $197M

30% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 410

15% more capital invested

Capital invested by funds: $32.6B → $37.5B (+$4.84B)

6% more funds holding

Funds holding: 1,3031,381 (+78)

1.83% more ownership

Funds ownership: 73.06%74.88% (+1.8%)

Holders
1,381
Holders Change
+78
Holders Change %
+5.99%
% of All Funds
21.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
170
Increased
533
Reduced
410
Closed
74
Calls
$273M
Puts
$197M
Net Calls
+$76M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
826
Tower View Wealth Management
Wisconsin
$410K
ACA
827
Aptus Capital Advisors
Alabama
$410K +$130K +1,422 +53%
TC
828
Toews Corporation
New Jersey
$409K +$375K +4,100 New
ZCA
829
Zeke Capital Advisors
Pennsylvania
$409K +$375K +4,105 New
BBA
830
BLB&B Advisors
Pennsylvania
$407K -$45.7K -500 -11%
GVAG
831
Great Valley Advisor Group
Delaware
$406K +$9.14K +100 +2%
SIG
832
Sky Investment Group
Connecticut
$405K
APP
833
Avantax Planning Partners
Iowa
$401K -$28.1K -308 -7%
EH
834
Equitable Holdings
New York
$401K +$33.8K +370 +10%
ASC
835
Atalanta Sosnoff Capital
New York
$401K +$367K +4,022 New
SIM
836
Sentry Investment Management
Wisconsin
$400K -$61.6K -674 -14%
NB
837
Northwest Bancshares
Pennsylvania
$399K -$30.9K -338 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
838
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$399K -$27.4K -300 -7%
VCM
839
Vigilant Capital Management
Maine
$399K
WCAMG
840
Woodard & Company Asset Management Group
North Carolina
$399K +$97.8K +1,071 +37%
Kovitz Investment Group Partners
841
Kovitz Investment Group Partners
Illinois
$396K -$1.1M -12,004 -75%
LODC
842
Lanham O'Dell & Company
West Virginia
$395K +$2.65K +29 +0.7%
OFS
843
Orrstown Financial Services
Pennsylvania
$394K -$134K -1,464 -27%
Fayez Sarofim & Co
844
Fayez Sarofim & Co
Texas
$393K -$6.85K -75 -2%
SWM
845
Spire Wealth Management
Virginia
$392K -$476K -5,208 -57%
NFG
846
Nations Financial Group
Iowa
$389K +$14.4K +158 +4%
JCM
847
J2 Capital Management
Michigan
$389K +$17.7K +194 +5%
SSG
848
Summit Securities Group
New York
$387K -$99.2K -1,086 -22%
MWM
849
Mission Wealth Management
California
$387K -$1.28K -14 -0.4%
CW
850
CreativeOne Wealth
Kansas
$387K +$355K +3,883 New

AEP Hedge Fund Activity: Q1 2022 in Review

1,381 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2022, worth a combined $37.5B — up 15% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new AEP positions and 74 closed out — a net gain of 96 holders — while 533 added to existing stakes and 410 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $408M. The largest seller was Capital World Investors, exiting entirely with an estimated $162M sold.

  • 1,381 institutional investors held American Electric Power (AEP) as of Q1 2022, up from 1,303 in Q4 2021.
  • Funds reported $37.5B of American Electric Power stock for Q1 2022, up 15% quarter-over-quarter.
  • 170 funds opened new American Electric Power positions in Q1 2022 and 74 closed out, a net change of +96 holders.
  • The largest American Electric Power buyer in Q1 2022 was T. Rowe Price Associates, an estimated $408M added.
  • The largest American Electric Power seller in Q1 2022 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2022.