AEP icon

American Electric Power
AEP

Overview Fund Activity

1,297 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, 447 increasing their positions, 400 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+111
Holders Change %
+9.36%
% of All Funds
20.03%
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
447
Reduced
400
Closed
86
Calls
$256M
Puts
$201M
Net Calls
+$55.4M
Net Calls Change
+$80.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.63B
2
BlackRock
2
BlackRock
New York
$3.69B
3
Citadel Advisors
3
Citadel Advisors
Florida
$142M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.83B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$94.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$428M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$532M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$574M
4
BC
4
Brookfield Corp
Ontario, Canada
$49.8M
5
Capital World Investors
5
Capital World Investors
California
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
901
Redmont Wealth Advisors
Illinois
$267K +$267K +3,000 New
CIA
902
Cladis Investment Advisory
Montana
$267K +$267K +3,000 New
CCMG
903
Clark Capital Management Group
Pennsylvania
$266K +$266K +2,992 New
IWM
904
IHT Wealth Management
Illinois
$265K +$265K +2,980 New
CC
905
Centiva Capital
New York
$264K -$454K -5,093 -63%
CCM
906
Crossvault Capital Management
Texas
$263K – – –
SC
907
Stephens Consulting
Michigan
$262K +$262K +2,946 New
WCAMG
908
Woodard & Company Asset Management Group
North Carolina
$261K +$11.8K +132 +5%
WJWM
909
Williams Jones Wealth Management
New York
$260K – – –
LF
910
Lantz Financial
Illinois
$260K +$22.8K +256 +10%
NW
911
NewEdge Wealth
Pennsylvania
$257K +$257K +2,889 New
MCM
912
McDonough Capital Management
Florida
$257K +$257K +2,893 New
FM
913
Family Management
New York
$256K -$32.2K -362 -11%
BFEC
914
Benjamin F. Edwards & Company
Missouri
$256K +$267 +3 +0.1%
JSW
915
Journey Strategic Wealth
New Jersey
$256K +$256K +2,877 New
EFS
916
Essex Financial Services
Connecticut
$255K -$9.62K -108 -4%
CHP
917
Cable Hill Partners
Oregon
$255K +$1.6K +18 +0.6%
AWM
918
Accel Wealth Management
Iowa
$254K +$1.87K +21 +0.7%
CT
919
Cambridge Trust
Massachusetts
$254K +$254K +2,849 New
AWM
920
Accurate Wealth Management
Florida
$252K +$3.44K +39 +1%
IC
921
Inverness Counsel
New York
$251K +$251K +2,818 New
KC
922
Kenfarb & Co
Kentucky
$250K +$250K +2,808 New
GWM
923
Gray Wealth Management
Maine
$250K +$250K +2,811 New
ST
924
Somerset Trust
Pennsylvania
$249K – – –
WAP
925
Wealthcare Advisory Partners
Pennsylvania
$248K -$123K -1,379 -33%
35 36
37
38 39