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American Electric Power

1,381 hedge funds and large institutions have $37.5B invested in American Electric Power in 2022 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 533 increasing their positions, 410 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 74

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

39% more call options, than puts

Call options by funds: $273M | Put options by funds: $197M

30% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 410

15% more capital invested

Capital invested by funds: $32.6B → $37.5B (+$4.84B)

6% more funds holding

Funds holding: 1,3031,381 (+78)

1.83% more ownership

Funds ownership: 73.06%74.88% (+1.8%)

Holders
1,381
Holders Change
+78
Holders Change %
+5.99%
% of All Funds
21.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
170
Increased
533
Reduced
410
Closed
74
Calls
$273M
Puts
$197M
Net Calls
+$76M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
976
Confluence Wealth Services
Pennsylvania
$277K -$822 -9 -0.3%
LBC
977
Lowe Brockenbrough & Co
Virginia
$277K
CT
978
Coastline Trust
Rhode Island
$276K
HWM
979
Hohimer Wealth Management
Washington
$275K +$252K +2,756 New
MMM
980
Mendel Money Management
Illinois
$275K +$252K +2,758 New
JF
981
Jump Financial
Illinois
$274K -$198K -2,169 -44%
BMC
982
Beaton Management Company
Massachusetts
$274K
MF
983
Meridian Financial
Massachusetts
$273K -$48.5K -531 -13%
CWM
984
Chronos Wealth Management
Florida
$269K
MWM
985
Midwest Wealth Management
Indiana
$269K
DWT
986
Dorsey & Whitney Trust
South Dakota
$269K +$8.77K +96 +4%
GAB
987
German American Bancorp
Indiana
$269K +$13.8K +151 +6%
AF
988
Advisornet Financial
Minnesota
$268K +$10.3K +113 +4%
FIA
989
Foundations Investment Advisors
Arizona
$268K +$240K +2,623 New
CT
990
Cambridge Trust
Massachusetts
$267K -$16.2K -177 -6%
HFS
991
Hantz Financial Services
Michigan
$267K +$13.3K +146 +6%
RA
992
RFG Advisory
Alabama
$267K +$35K +383 +17%
TA
993
Tiedemann Advisors
New York
$267K +$244K +2,669 New
IWM
994
IHT Wealth Management
Illinois
$266K -$28.6K -313 -11%
RPWA
995
Regent Peak Wealth Advisors
Georgia
$265K +$2.19K +24 +0.9%
DMBA
996
Deseret Mutual Benefit Administrators
Utah
$264K -$35.6K -390 -13%
SOAG
997
Silver Oak Advisory Group
Oregon
$264K
TI
998
TTP Investments
California
$264K +$242K +2,651 New
BONST
999
Bank of Nova Scotia Trust
Ontario, Canada
$263K -$457 -5 -0.2%
SWM
1000
Shakespeare Wealth Management
Wisconsin
$263K

AEP Hedge Fund Activity: Q1 2022 in Review

1,381 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2022, worth a combined $37.5B — up 15% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new AEP positions and 74 closed out — a net gain of 96 holders — while 533 added to existing stakes and 410 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $408M. The largest seller was Capital World Investors, exiting entirely with an estimated $162M sold.

  • 1,381 institutional investors held American Electric Power (AEP) as of Q1 2022, up from 1,303 in Q4 2021.
  • Funds reported $37.5B of American Electric Power stock for Q1 2022, up 15% quarter-over-quarter.
  • 170 funds opened new American Electric Power positions in Q1 2022 and 74 closed out, a net change of +96 holders.
  • The largest American Electric Power buyer in Q1 2022 was T. Rowe Price Associates, an estimated $408M added.
  • The largest American Electric Power seller in Q1 2022 was Capital World Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2022.