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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
SOAMC
901
Spirit of America Management Corp
New York
$268K
JC
902
JB Capital
Connecticut
$267K +$169 +2 +0.1%
DAM
903
Delta Asset Management
Tennessee
$267K
BAM
904
Bosun Asset Management
Illinois
$267K +$253K +3,000 New
RWA
905
Redmont Wealth Advisors
Illinois
$267K +$253K +3,000 New
CIA
906
Cladis Investment Advisory
Montana
$267K +$253K +3,000 New
CCMG
907
Clark Capital Management Group
Pennsylvania
$266K +$252K +2,992 New
IWM
908
IHT Wealth Management
Illinois
$265K +$251K +2,980 New
CC
909
Centiva Capital
New York
$264K -$430K -5,093 -63%
CCM
910
Crossvault Capital Management
Texas
$263K
SC
911
Stephens Consulting
Michigan
$262K +$249K +2,946 New
WCAMG
912
Woodard & Company Asset Management Group
North Carolina
$261K +$11.1K +132 +5%
WJWM
913
Williams Jones Wealth Management
New York
$260K
LF
914
Lantz Financial
Illinois
$260K +$21.6K +256 +10%
NW
915
NewEdge Wealth
Pennsylvania
$257K +$244K +2,889 New
MCM
916
McDonough Capital Management
Florida
$257K +$244K +2,893 New
FM
917
Family Management
New York
$256K -$30.5K -362 -11%
BFEC
918
Benjamin F. Edwards & Company
Missouri
$256K +$253 +3 +0.1%
JSW
919
Journey Strategic Wealth
New Jersey
$256K +$243K +2,877 New
EFS
920
Essex Financial Services
Connecticut
$255K -$9.11K -108 -4%
CHP
921
Cable Hill Partners
Oregon
$255K +$1.52K +18 +0.6%
AWM
922
Accel Wealth Management
Iowa
$254K +$1.77K +21 +0.7%
CT
923
Cambridge Trust
Massachusetts
$254K +$240K +2,849 New
AWM
924
Accurate Wealth Management
Florida
$252K +$3.29K +39 +1%
IC
925
Inverness Counsel
New York
$251K +$238K +2,818 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.