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American Electric Power

1,380 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, 409 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: 409

15% more capital invested

Capital invested by funds: $32.6B → $37.5B (+$4.84B)

6% more funds holding

Funds holding: 1,3031,380 (+77)

1.83% more ownership

Funds ownership: 73.06%74.88% (+1.8%)

Holders
1,380
Holders Change
+77
Holders Change %
+5.91%
% of All Funds
21.77%
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
409
Closed
74
Calls
$273M
Puts
$197M
Net Calls
+$76M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1076
Berger Financial Group
Minnesota
$225K
SEP
1077
Southland Equity Partners
Missouri
$225K +$206K +2,251 New
ACM
1078
Azimuth Capital Management
Michigan
$224K
MLL
1079
Moody Lynn & Lieberson
Massachusetts
$224K
ESB
1080
Essex Savings Bank
Connecticut
$224K +$205K +2,241 New
P
1081
Pitcairn
Pennsylvania
$224K +$205K +2,247 New
IP
1082
Ignite Planners
California
$223K +$204K +2,228 New
WPW
1083
Waldron Private Wealth
Pennsylvania
$222K +$204K +2,235 New
BFC
1084
Blue Fin Capital
Rhode Island
$221K +$203K +2,220 New
TCOV
1085
Trust Company of Vermont
Vermont
$220K
EFL
1086
ERn Financial LLC
Wisconsin
$220K +$201K +2,205 New
PB
1087
Pinnacle Bancorp
Nebraska
$219K +$23.4K +256 +13%
IIM
1088
Ipswich Investment Management
Massachusetts
$219K +$201K +2,200 New
FFG
1089
Fortem Financial Group
California
$218K -$29.1K -318 -13%
SS
1090
Sunbelt Securities
Texas
$217K -$300K -3,286 -60%
AWP
1091
Abacus Wealth Partners
California
$217K -$105K -1,154 -35%
RIM
1092
Reynolds Investment Management
South Carolina
$216K +$198K +2,165 New
IBOK
1093
Independence Bank of Kentucky
Kentucky
$215K -$22.8K -250 -10%
WSC
1094
Wellington Shields & Co
New York
$215K +$196K +2,150 New
VT
1095
Vise Technologies
New York
$215K +$197K +2,151 New
WKWM
1096
Walter & Keenan Wealth Management
Indiana
$215K +$197K +2,159 New
SHFA
1097
SC&H Financial Advisors
Maryland
$213K -$20.1K -220 -9%
FRM
1098
Fox Run Management
Connecticut
$213K +$195K +2,136 New
JGIA
1099
Jackson Grant Investment Advisers
Connecticut
$212K +$548 +6 +0.3%
CSWM
1100
Cassady Schiller Wealth Management
Ohio
$212K +$109K +1,192 +128%

AEP Hedge Fund Activity: Q1 2022 in Review

1,380 of the 6,340 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 409 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.

  • 1,380 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.