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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
AIA
951
Armor Investment Advisors
North Carolina
$237K -$8.44K -100 -4%
BHBT
952
Burke & Herbert Bank & Trust
Virginia
$237K +$5.06K +60 +2%
PCA
953
Personal Capital Advisors
California
$235K -$93.5K -1,109 -30%
BONST
954
Bank of Nova Scotia Trust
Ontario, Canada
$235K -$27.8K -329 -11%
JC
955
Jacobs & Co
California
$235K
SOAG
956
Silver Oak Advisory Group
Oregon
$235K +$223K +2,645 New
WTB
957
Washington Trust Bank
Washington
$234K
RPWA
958
Regent Peak Wealth Advisors
Georgia
$234K +$2.02K +24 +0.9%
FFBTD
959
First Financial Bank - Trust Division
Ohio
$233K +$221K +2,625 New
ABC
960
Associated Banc-Corp
Wisconsin
$232K
SWM
961
Shakespeare Wealth Management
Wisconsin
$232K
DWT
962
Dorsey & Whitney Trust
South Dakota
$232K +$220K +2,603 New
ESCM
963
Echo Street Capital Management
New York
$231K -$591K -7,007 -73%
HIC
964
Holderness Investments Company
North Carolina
$231K
IAIM
965
International Assets Investment Management
Florida
$231K +$219K +2,600 New
DAM
966
Derbend Asset Management
Georgia
$230K -$3.46K -41 -2%
SPP
967
Single Point Partners
Massachusetts
$230K +$218K +2,584 New
AF
968
Advisornet Financial
Minnesota
$229K +$38.9K +461 +22%
SMH
969
Sanders Morris Harris
Texas
$228K
FFG
970
Frisch Financial Group
New York
$228K +$2.02K +24 +0.9%
RWP
971
RWA Wealth Partners
Massachusetts
$228K +$5.23K +62 +2%
APP
972
Alpha Paradigm Partners
Illinois
$227K -$196K -2,329 -48%
GAB
973
German American Bancorp
Indiana
$227K
ES
974
Eagle Strategies
New York
$227K +$216K +2,555 New
AWA
975
Arete Wealth Advisors
Illinois
$226K -$3.46K -41 -2%

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.