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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
NIM
851
Northeast Investment Management
Massachusetts
$386K
VFP
852
Verus Financial Partners
Virginia
$386K +$274 +3 +0.1%
FANJ
853
Financial Architects (New Jersey)
New Jersey
$386K +$29.5K +323 +9%
FG
854
Fiduciary Group
Georgia
$385K
BO
855
BRR OpCo
Ohio
$383K +$1.1K +12 +0.3%
ASFA
856
All Season Financial Advisors
Colorado
$382K +$349K +3,824 New
SWA
857
SFMG Wealth Advisors
Texas
$381K +$7.67K +84 +2%
4WM
858
44 Wealth Management
Oregon
$379K -$6.49M -70,989 -95%
GHAM
859
Gilman Hill Asset Management
Connecticut
$378K +$36.5K +400 +12%
LWM
860
Laidlaw Wealth Management
New York
$377K -$2.01K -22 -0.6%
EGA
861
E&G Advisors
Texas
$376K
LIM
862
Lathrop Investment Management
Arkansas
$375K +$11.7K +128 +4%
C
863
CEDRUS
Colorado
$372K +$39.8K +436 +13%
CSPIA
864
Cary Street Partners Investment Advisory
Virginia
$367K +$336K +3,674 New
PIM
865
Penobscot Investment Management
Massachusetts
$366K
FIM
866
Fruth Investment Management
Texas
$363K -$9.14K -100 -3%
IFG
867
Independent Financial Group
California
$362K -$86.7K -949 -21%
MCWS
868
McKinley Carter Wealth Services
West Virginia
$361K -$31.9K -349 -9%
PIM
869
Perpetual Investment Management
Australia
$359K
MW
870
Marcum Wealth
Ohio
$359K +$23.6K +258 +8%
RB
871
Rodgers Brothers
Pennsylvania
$359K +$41.8K +458 +15%
DBT
872
Dubuque Bank & Trust
Iowa
$358K
Fisher Asset Management
873
Fisher Asset Management
Washington
$356K -$78.3K -857 -19%
PFSC
874
Peoples Financial Services Corp
Pennsylvania
$354K +$69.6K +762 +27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
875
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$351K -$12.9M -140,782 -98%

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.