We are live on ! Find out more
AEP icon

American Electric Power

1,302 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, 449 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: 449 | Existing positions reduced: 402

9% more capital invested

Capital invested by funds: $29.8B → $32.6B (+$2.8B)

9% more funds holding

Funds holding: 1,1921,302 (+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
1,302
Holders Change
+110
Holders Change %
+9.23%
% of All Funds
20.04%
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
449
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
Victory Capital Management
76
Victory Capital Management
Texas
$58.1M +$3.66M +43,330 +7%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$57.7M +$12.9M +153,060 +31%
Principal Financial Group
78
Principal Financial Group
Iowa
$53.9M +$392K +4,650 +0.8%
M&T Bank
79
M&T Bank
New York
$53M +$323K +3,824 +0.6%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$51.7M +$849K +10,066 +2%
AQR Capital Management
81
AQR Capital Management
Connecticut
$50.7M +$12.7M +150,064 +36%
BC
82
Brookfield Corp
Ontario, Canada
$49.8M -$118M -1,393,978 -71%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$47.8M -$14.5M -171,700 -24%
TCA
84
Tortoise Capital Advisors
Kansas
$46.5M +$28.2M +334,721 +178%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$46.5M -$438K -5,196 -1%
CS
86
Credit Suisse
Switzerland
$45.2M +$4.79M +56,760 +13%
Mawer Investment Management
87
Mawer Investment Management
Alberta, Canada
$44.3M +$7.27M +86,158 +21%
RRAM
88
River Road Asset Management
Kentucky
$44.1M +$917K +10,874 +2%
Truist Financial
89
Truist Financial
North Carolina
$44M -$1.24M -14,713 -3%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$43.7M +$22M +260,803 +113%
BG
91
Bollard Group
Massachusetts
$43.4M +$958K +11,358 +2%
ECM
92
ExodusPoint Capital Management
New York
$43.1M -$38.3M -454,454 -48%
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42M +$433K +5,132 +1%
LPL Financial
94
LPL Financial
California
$41.9M +$3.03M +35,910 +8%
Prudential Financial
95
Prudential Financial
New Jersey
$40M +$272K +3,224 +0.7%
Stifel Financial
96
Stifel Financial
Missouri
$39.6M +$3.11M +36,883 +9%
MAM
97
Magellan Asset Management
Australia
$37.6M +$3.16M +37,478 +10%
GIA
98
Gateway Investment Advisers
Ohio
$37.4M +$320K +3,791 +0.9%
ZP
99
Zimmer Partners
New York
$36M -$71.4M -846,400 -68%
GC
100
Guggenheim Capital
Illinois
$34.9M +$6.21M +73,641 +23%

AEP Hedge Fund Activity: Q4 2021 in Review

1,302 of the 6,498 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 449 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.

  • 1,302 institutional investors held American Electric Power (AEP) as of Q4 2021, up from 1,192 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.