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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
HFS
976
Hantz Financial Services
Michigan
$225K +$11K +130 +5%
DCM
977
Dupont Capital Management
Delaware
$224K -$328K -3,893 -61%
BCWM
978
Bartlett & Co Wealth Management
Ohio
$223K +$33.5K +397 +19%
SFS
979
Summit Financial Strategies
Ohio
$223K
FFG
980
Fortem Financial Group
California
$223K +$1.69K +20 +0.8%
BC
981
Bartlett & Co
Ohio
$223K +$33.5K +397 +19%
FNBTCON
982
First National Bank & Trust Co of Newtown
Pennsylvania
$223K +$211K +2,502 New
SFP
983
Sandbox Financial Partners
Maryland
$222K +$211K +2,500 New
CAMG
984
CWA Asset Management Group
Florida
$221K -$2.45K -29 -1%
CIC
985
Cutler Investment Counsel
Oregon
$221K
BCM
986
Becker Capital Management
Oregon
$219K -$16.2K -192 -7%
CPA
987
Clear Perspective Advisors
Illinois
$219K -$4.22K -50 -2%
ZIG
988
Zullo Investment Group
Pennsylvania
$219K +$208K +2,467 New
PG
989
Pendal Group
Australia
$216K -$278K -3,297 -58%
TCWM
990
Total Clarity Wealth Management
Illinois
$216K +$15.8K +187 +8%
BC
991
Burney Company
Virginia
$216K +$205K +2,433 New
SC
992
Schulhoff & Co
Ohio
$216K +$205K +2,435 New
HNWAG
993
High Net Worth Advisory Group
Florida
$215K +$203K +2,411 New
IBOK
994
Independence Bank of Kentucky
Kentucky
$214K -$42.2K -500 -17%
CBT
995
Central Bank & Trust
Kentucky
$214K
AF
996
Aldebaran Financial
$214K +$202K +2,400 New
AWM
997
Aries Wealth Management
Maine
$214K +$202K +2,400 New
EP
998
Edgestream Partners
New Jersey
$214K +$202K +2,400 New
CCM
999
Condor Capital Management
New Jersey
$214K +$203K +2,402 New
AW
1000
ACG Wealth
Georgia
$214K +$203K +2,405 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.