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American Electric Power
AEP

Overview Fund Activity

1,297 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, 447 increasing their positions, 400 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+111
Holders Change %
+9.36%
% of All Funds
20.03%
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
447
Reduced
400
Closed
86
Calls
$256M
Puts
$201M
Net Calls
+$55.4M
Net Calls Change
+$80.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.63B
2
BlackRock
2
BlackRock
New York
$3.69B
3
Citadel Advisors
3
Citadel Advisors
Florida
$142M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.83B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$94.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$428M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$532M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$574M
4
BC
4
Brookfield Corp
Ontario, Canada
$49.8M
5
Capital World Investors
5
Capital World Investors
California
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
1001
NuWave Investment Management
New Jersey
$210K +$157K +1,765 +296%
SHFA
1002
SC&H Financial Advisors
Maryland
$210K +$210K +2,357 New
PCA
1003
Private Capital Advisors
Connecticut
$210K +$210K +2,358 New
CFA
1004
CWS Financial Advisors
Michigan
$209K +$209K +2,352 New
FM
1005
Foster & Motley
Ohio
$209K +$209K +2,353 New
HCM
1006
Howland Capital Management
Massachusetts
$208K +$208K +2,335 New
LFGH
1007
Lee Financial Group Hawaii
Hawaii
$208K +$208K +2,343 New
FFM
1008
Forum Financial Management
Illinois
$207K +$207K +2,325 New
AIM
1009
Alhambra Investment Management
Florida
$207K +$207K +2,326 New
IA
1010
Insight Advisors
Pennsylvania
$207K +$207K +2,329 New
SIMG
1011
Sonora Investment Management Group
Arizona
$207K +$207K +2,332 New
WCM
1012
WealthBridge Capital Management
Ohio
$206K -$79.5K -892 -28%
4WM
1013
4J Wealth Management
Virginia
$206K -$29.2K -328 -12%
WAL
1014
W Advisors LLC
Tennessee
$206K +$206K +2,310 New
IA
1015
IFG Advisors
Missouri
$206K +$206K +2,310 New
RP
1016
Riverwater Partners
Wisconsin
$206K +$206K +2,317 New
MFW
1017
Mosaic Family Wealth
Missouri
$206K +$206K +2,319 New
LJAC
1018
L.J. Altfest & Co
New York
$206K +$206K +2,320 New
CC
1019
Cornerstone Capital
California
$205K +$205K +2,300 New
RA
1020
RFG Advisory
Alabama
$204K -$19.6K -221 -9%
HL
1021
HeadInvest LLC
Maine
$204K +$204K +2,288 New
SFS
1022
Stiles Financial Services
Minnesota
$203K +$203K +2,276 New
NWM
1023
Northcape Wealth Management
New York
$203K +$203K +2,287 New
TNBTD
1024
Trustmark National Bank Trust Department
Mississippi
$202K +$202K +2,272 New
BFG
1025
Berger Financial Group
Minnesota
$201K +$201K +2,254 New
39 40
41
42 43