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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
PFGIA
1051
Patriot Financial Group Insurance Agency
Massachusetts
$158K -$22.8K -270 -13%
ST
1052
Smithfield Trust
Pennsylvania
$155K
TWA
1053
TCI Wealth Advisors
Arizona
$154K -$24.4K -289 -14%
CAM
1054
Cozad Asset Management
Illinois
$153K +$145K +1,716 New
AIP
1055
Ahrens Investment Partners
Louisiana
$153K +$145K +1,720 New
CWM
1056
Cranbrook Wealth Management
Michigan
$152K -$1.69K -20 -1%
TH
1057
TCTC Holdings
Texas
$152K
IAG
1058
Investmark Advisory Group
Connecticut
$151K +$144K +1,706 New
MCM
1059
Manchester Capital Management
Vermont
$149K -$3.8K -45 -3%
PCG
1060
Private Capital Group
Connecticut
$146K -$10.5K -124 -7%
OSNBOA
1061
Old Second National Bank of Aurora
Illinois
$146K +$152K +1,801 New
JMF
1062
Johnson Midwest Financial
Iowa
$145K
BWL
1063
Bogart Wealth LLC
Virginia
$144K
WBC
1064
West Branch Capital
Massachusetts
$138K
KCM
1065
KRS Capital Management
Michigan
$133K +$127K +1,502 New
KFI
1066
Key Financial Inc
Pennsylvania
$131K +$18.2K +216 +17%
KTC
1067
Kistler-Tiffany Companies
Pennsylvania
$130K
MRCM
1068
M&R Capital Management
New Jersey
$129K
PCTC
1069
Perkins Coie Trust Company
Washington
$129K
SAM
1070
S.A. Mason
Michigan
$129K
SWM
1071
Sugarloaf Wealth Management
Georgia
$125K +$84 +1 +0.1%
RIA
1072
Richwood Investment Advisors
Ohio
$123K +$117K +1,385 New
LS
1073
Leelyn Smith
Illinois
$121K
FAG
1074
Fortitude Advisory Group
Washington
$121K +$115K +1,361 New
RP
1075
Rowlandmiller & Partners
Georgia
$120K +$114K +1,353 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.