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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
LW
851
Linscomb Wealth
Texas
$302K -$2.45K -29 -0.8%
BFC
852
Bedel Financial Consulting
Indiana
$302K
RCA
853
Ranch Capital Advisors
Florida
$302K
SAM
854
Silvercrest Asset Management
New York
$302K
GHAM
855
Gilman Hill Asset Management
Connecticut
$301K -$40K -474 -12%
KFA
856
Kelleher Financial Advisors
New York
$300K -$138K -1,635 -33%
MW
857
Marcum Wealth
Ohio
$297K +$11K +130 +4%
MGIA
858
Moneta Group Investment Advisors
Missouri
$297K +$32.2K +382 +13%
ONB
859
Old National Bancorp
Indiana
$296K -$47.7K -565 -15%
CAM
860
Cypress Asset Management
Texas
$296K -$12.7K -150 -4%
FDS
861
First Dallas Securities
Texas
$296K -$2.53K -30 -0.9%
AWP
862
Abacus Wealth Partners
California
$296K -$45.7K -542 -14%
GI
863
Gradient Investments
Minnesota
$294K +$84.3K +999 +43%
C
864
CEDRUS
Colorado
$293K +$278K +3,296 New
VCG
865
Vantage Consulting Group
Virginia
$293K +$31.5K +373 +13%
SA
866
Syntax Advisors
New York
$293K +$278K +3,290 New
LIM
867
Leavell Investment Management
Alabama
$292K -$21.9K -260 -7%
JIC
868
Joel Isaacson & Co
New York
$292K -$5.91K -70 -2%
NP
869
NorthRock Partners
Minnesota
$292K +$3.63K +43 +1%
DLA
870
Douglas Lane & Associates
New York
$290K -$5.99K -71 -2%
CF
871
Centaurus Financial
California
$289K +$27.1K +321 +11%
AG
872
AlphaSimPlex Group
Massachusetts
$288K -$307K -3,642 -53%
CPA
873
Court Place Advisors
Maryland
$288K
First Manhattan
874
First Manhattan
New York
$288K
BWM
875
BCGM Wealth Management
Indiana
$288K +$273K +3,241 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.