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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
WFI
1051
West Family Investments
California
$238K +$218K +2,384 New
ERIM
1052
Eagle Ridge Investment Management
Connecticut
$236K
OFW
1053
Omnia Family Wealth
Florida
$236K
CAM
1054
Cozad Asset Management
Illinois
$236K +$59.4K +650 +38%
C
1055
Certuity
Florida
$234K -$239K -2,616 -53%
PWA
1056
Phoenix Wealth Advisors
North Carolina
$234K +$204K +2,235 New
VWA
1057
V Wealth Advisors
Kansas
$233K -$30.9K -338 -13%
AIM
1058
Alhambra Investment Management
Florida
$232K
NWM
1059
Northcape Wealth Management
New York
$232K +$3.2K +35 +2%
H6H
1060
Hightower 6M Holding
Kansas
$232K +$213K +2,326 New
FFM
1061
Forum Financial Management
Illinois
$231K
NP
1062
NorthRock Partners
Minnesota
$230K -$88.9K -973 -30%
DAM
1063
Derbend Asset Management
Georgia
$230K
IA
1064
IFG Advisors
Missouri
$230K
WAL
1065
W Advisors LLC
Tennessee
$230K
DWP
1066
Destiny Wealth Partners
Florida
$230K +$34.3K +375 +19%
CC
1067
Cornerstone Capital
California
$229K
SFS
1068
Stiles Financial Services
Minnesota
$229K +$1.37K +15 +0.7%
HI
1069
Human Investing
Oregon
$229K +$210K +2,295 New
LJAC
1070
L.J. Altfest & Co
New York
$228K -$3.47K -38 -2%
HL
1071
HeadInvest LLC
Maine
$228K
TNBTD
1072
Trustmark National Bank Trust Department
Mississippi
$227K
CWA
1073
Centennial Wealth Advisory
Michigan
$227K +$208K +2,278 New
4WM
1074
4J Wealth Management
Virginia
$226K -$4.57K -50 -2%
SIMG
1075
Sonora Investment Management Group
Arizona
$225K -$7.86K -86 -4%

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.