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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
KOC
1001
Koss-Olinger Consulting
Florida
$214K +$203K +2,409 New
RT
1002
Rockland Trust
Massachusetts
$212K -$16.8K -199 -8%
ERIM
1003
Eagle Ridge Investment Management
Connecticut
$211K +$200K +2,366 New
OFW
1004
Omnia Family Wealth
Florida
$211K +$200K +2,367 New
NIM
1005
NuWave Investment Management
New Jersey
$210K +$149K +1,765 +296%
SHFA
1006
SC&H Financial Advisors
Maryland
$210K +$199K +2,357 New
PCA
1007
Private Capital Advisors
Connecticut
$210K +$199K +2,358 New
CFA
1008
CWS Financial Advisors
Michigan
$209K +$198K +2,352 New
FM
1009
Foster & Motley
Ohio
$209K +$198K +2,353 New
HCM
1010
Howland Capital Management
Massachusetts
$208K +$197K +2,335 New
LFGH
1011
Lee Financial Group Hawaii
Hawaii
$208K +$198K +2,343 New
FFM
1012
Forum Financial Management
Illinois
$207K +$196K +2,325 New
AIM
1013
Alhambra Investment Management
Florida
$207K +$196K +2,326 New
IA
1014
Insight Advisors
Pennsylvania
$207K +$196K +2,329 New
SIMG
1015
Sonora Investment Management Group
Arizona
$207K +$197K +2,332 New
WCM
1016
WealthBridge Capital Management
Ohio
$206K -$75.2K -892 -28%
4WM
1017
4J Wealth Management
Virginia
$206K -$27.7K -328 -12%
IA
1018
IFG Advisors
Missouri
$206K +$195K +2,310 New
WAL
1019
W Advisors LLC
Tennessee
$206K +$195K +2,310 New
RP
1020
Riverwater Partners
Wisconsin
$206K +$195K +2,317 New
MFW
1021
Mosaic Family Wealth
Missouri
$206K +$196K +2,319 New
LJAC
1022
L.J. Altfest & Co
New York
$206K +$196K +2,320 New
CC
1023
Cornerstone Capital
California
$205K +$194K +2,300 New
RA
1024
RFG Advisory
Alabama
$204K -$18.6K -221 -9%
HL
1025
HeadInvest LLC
Maine
$204K +$193K +2,288 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.