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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
SFP
1026
Sandbox Financial Partners
Maryland
$249K
AF
1027
Aldebaran Financial
$249K +$9.14K +100 +4%
BCM
1028
Bluefin Capital Management
New York
$249K +$228K +2,500 New
CIC
1029
Cutler Investment Counsel
Oregon
$248K
AIA
1030
Armor Investment Advisors
North Carolina
$246K -$18.3K -200 -8%
BHBT
1031
Burke & Herbert Bank & Trust
Virginia
$246K -$16.5K -181 -7%
ECM
1032
Evergreen Capital Management
Washington
$246K +$225K +2,463 New
NF
1033
Nikulski Financial
Iowa
$245K +$225K +2,460 New
RMDI
1034
R.M. Davis Inc
Maine
$245K +$225K +2,460 New
BCM
1035
Becker Capital Management
Oregon
$243K -$2.83K -31 -1%
BCM
1036
BTR Capital Management
California
$243K +$223K +2,437 New
ZIG
1037
Zullo Investment Group
Pennsylvania
$242K -$3.47K -38 -2%
SC
1038
Schulhoff & Co
Ohio
$242K
VA
1039
Valmark Advisers
Ohio
$242K +$222K +2,429 New
SC
1040
Stephens Consulting
Michigan
$242K -$47.6K -521 -18%
HNWAG
1041
High Net Worth Advisory Group
Florida
$241K
CFA
1042
CWS Financial Advisors
Michigan
$241K +$6.21K +68 +3%
RP
1043
Riverwater Partners
Wisconsin
$241K +$8.68K +95 +4%
PG
1044
Pendal Group
Australia
$240K -$1.19K -13 -0.5%
CCM
1045
Condor Capital Management
New Jersey
$240K
KOC
1046
Koss-Olinger Consulting
Florida
$240K
IA
1047
Insight Advisors
Pennsylvania
$240K +$7.13K +78 +3%
CBT
1048
Central Bank & Trust
Kentucky
$239K
HCM
1049
Howland Capital Management
Massachusetts
$239K +$5.12K +56 +2%
DT
1050
Diversified Trust
Tennessee
$238K -$427K -4,673 -66%

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.