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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
NC
876
NovaPoint Capital
Georgia
$287K +$31.2K +370 +13%
CIAS
877
Capital Investment Advisory Services
North Carolina
$287K +$42.5K +504 +19%
GLA
878
Good Life Advisors
Pennsylvania
$285K -$32.3K -383 -11%
SBIA
879
Sheaff Brock Investment Advisors
Indiana
$285K +$1.86K +22 +0.7%
BIM
880
Bullseye Investment Management
Ohio
$285K +$271K +3,207 New
CS
881
Comerica Securities
Michigan
$284K -$92.6K -1,098 -26%
CT
882
Chicago Trust
Illinois
$284K
WFS
883
Widmann Financial Services
Maryland
$284K +$270K +3,202 New
IA
884
IFG Advisory
Georgia
$282K +$49.9K +591 +23%
DAS
885
Dynamic Advisor Solutions
Arizona
$282K +$58.4K +692 +28%
NFGCM
886
Norman Fields Gottscho Capital Management
New York
$280K -$289K -3,425 -52%
LFG
887
Lockerman Financial Group
California
$280K +$266K +3,150 New
RB
888
Rodgers Brothers
Pennsylvania
$279K -$166K -1,964 -38%
OAM
889
Oppenheimer Asset Management
New York
$278K -$664K -7,870 -72%
PP
890
Paloma Partners
Connecticut
$277K +$262K +3,109 New
ARC
891
Advisor Resource Council
Texas
$277K +$263K +3,120 New
PP
892
Palladium Partners
Virginia
$276K -$13.7K -162 -5%
BIM
893
Bridges Investment Management
Nebraska
$276K
SFG
894
Sovereign Financial Group
Connecticut
$274K +$260K +3,080 New
FNFDCM
895
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$273K +$38.9K +461 +18%
AII
896
AGF Investments Inc
Ontario, Canada
$271K -$46.6K -552 -15%
TIA
897
Tiemann Investment Advisors
California
$270K
DMBA
898
Deseret Mutual Benefit Administrators
Utah
$270K +$14.5K +172 +6%
MF
899
Meridian Financial
Massachusetts
$270K +$342K +4,057 New
TAM
900
Townsend Asset Management
North Carolina
$269K

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.