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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
KC
926
Kenfarb & Co
Kentucky
$250K +$237K +2,808 New
GWM
927
Gray Wealth Management
Maine
$250K +$237K +2,811 New
ST
928
Somerset Trust
Pennsylvania
$249K
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$248K -$116K -1,379 -33%
IFS
930
Ifrah Financial Services
Arkansas
$248K -$7.09K -84 -3%
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$248K
IWP
932
Icon Wealth Partners
Texas
$248K +$506 +6 +0.2%
CWS
933
Confluence Wealth Services
Pennsylvania
$248K +$235K +2,788 New
LBC
934
Lowe Brockenbrough & Co
Virginia
$247K +$19.1K +227 +9%
ACS
935
Archford Capital Strategies
Illinois
$246K -$107K -1,269 -31%
MFG
936
Magnus Financial Group
New York
$246K -$84.1K -997 -27%
CT
937
Coastline Trust
Rhode Island
$246K
DZ Bank
938
DZ Bank
Germany
$245K -$855K -10,141 -79%
BMC
939
Beaton Management Company
Massachusetts
$244K
CB
940
Cadence Bank
Mississippi
$244K
MSR
941
Main Street Research
Connecticut
$243K -$84 -1 -0%
MM
942
MQS Management
New York
$241K +$228K +2,705 New
MC
943
Machina Capital
France
$240K -$363K -4,305 -61%
CWM
944
Chronos Wealth Management
Florida
$240K -$17.4K -206 -7%
VFA
945
Valeo Financial Advisors
Indiana
$240K -$13.5K -160 -6%
MWM
946
Midwest Wealth Management
Indiana
$240K
ACA
947
Aptus Capital Advisors
Alabama
$239K -$8.86K -105 -4%
VWA
948
V Wealth Advisors
Kansas
$239K +$46.8K +555 +26%
PGAM
949
Princeton Global Asset Management
New Jersey
$238K +$84 +1 +0%
EWA
950
EverSource Wealth Advisors
Alabama
$238K +$226K +2,680 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.