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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
BCM
1076
Blume Capital Management
California
$120K
GWA
1077
Gibson Wealth Advisors
Texas
$120K +$114K +1,348 New
DSC
1078
Duncker Streett & Co
Missouri
$119K
AA
1079
Addison Advisors
Vermont
$117K +$57.7K +684 +108%
AWM
1080
AllSquare Wealth Management
New York
$112K
IPAM
1081
ICICI Prudential Asset Management
India
$111K +$105K +1,243 New
OC
1082
Oakworth Capital
Alabama
$110K +$16.9K +200 +19%
APW
1083
Acima Private Wealth
Virginia
$109K
CCC
1084
Crescent Capital Consulting
Louisiana
$109K
SCA
1085
Stonebridge Capital Advisors
Minnesota
$109K
WTA
1086
Washington Trust Advisors
Massachusetts
$109K +$104K +1,234 New
DHGWA
1087
Dixon Hughes Goodman Wealth Advisors
North Carolina
$108K +$102K +1,214 New
GWMIA
1088
Global Wealth Management Investment Advisory
Florida
$106K
HWA
1089
Heritage Wealth Advisors
Virginia
$106K
NF
1090
Norwood Financial
Pennsylvania
$106K +$101K +1,194 New
CI Investments Inc
1091
CI Investments Inc
Ontario, Canada
$105K +$4.13K +49 +4%
APC
1092
Aspire Private Capital
North Carolina
$103K +$24.9K +295 +34%
GWS
1093
Glassman Wealth Services
Virginia
$98K +$3.96K +47 +4%
MFC
1094
Mechanics Financial Corp
Ohio
$97K +$91.9K +1,089 New
TSWM
1095
Tyler-Stone Wealth Management
Ohio
$97K +$92.2K +1,093 New
CCA
1096
Column Capital Advisors
Indiana
$96K
FCB
1097
First Command Bank
Texas
$95K
FRA
1098
Front Row Advisors
California
$94K
JWA
1099
JFS Wealth Advisors
Pennsylvania
$93K +$3.88K +46 +5%
ME
1100
McIlrath & Eck
Washington
$91K

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.