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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
SFS
1026
Stiles Financial Services
Minnesota
$203K +$192K +2,276 New
NWM
1027
Northcape Wealth Management
New York
$203K +$193K +2,287 New
TNBTD
1028
Trustmark National Bank Trust Department
Mississippi
$202K +$192K +2,272 New
BFG
1029
Berger Financial Group
Minnesota
$201K +$190K +2,254 New
MLL
1030
Moody Lynn & Lieberson
Massachusetts
$200K +$190K +2,247 New
ACM
1031
Azimuth Capital Management
Michigan
$200K +$190K +2,250 New
TCOV
1032
Trust Company of Vermont
Vermont
$196K +$185K +2,199 New
LC
1033
Lindbrook Capital
California
$191K +$58K +688 +47%
FCA
1034
FinTrust Capital Advisors
South Carolina
$189K
BAM
1035
Barrett Asset Management
New York
$188K -$2.19K -26 -1%
JGIA
1036
Jackson Grant Investment Advisers
Connecticut
$188K +$590 +7 +0.3%
TF
1037
TimeScale Financial
Massachusetts
$187K +$928 +11 +0.5%
MHR
1038
Matthew Hamilton Rosenberg
$183K +$59.5K +705 +52%
SWM
1039
Selective Wealth Management
Virginia
$181K +$12.7K +150 +8%
LAS
1040
Lloyd Advisory Services
Georgia
$180K +$2.7K +32 +2%
WB
1041
West Bancorporation
Iowa
$178K +$169K +2,000 New
FA
1042
Financial Advantage
Maryland
$177K
ODG
1043
O'Dell Group
Ohio
$176K
PB
1044
Pinnacle Bancorp
Nebraska
$172K
DWP
1045
Destiny Wealth Partners
Florida
$171K +$4.72K +56 +3%
CBT
1046
CoreFirst Bank & Trust
Kansas
$169K -$55.5K -658 -26%
PCFFS
1047
Pacific Center for Financial Services
California
$162K -$29.5K -350 -16%
CNBTD
1048
Citizens National Bank Trust Department
Mississippi
$161K +$153K +1,810 New
WAC
1049
William Allan Corp
Colorado
$161K +$153K +1,810 New
JFGIW
1050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K -$23.4K -277 -13%

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.