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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
SFM
1101
Signet Financial Management
New Jersey
$90K +$85.5K +1,013 New
FCFS
1102
First Command Financial Services
Texas
$89K -$15K -178 -15%
AW
1103
Alaethes Wealth
Nevada
$89K
AWM
1104
Atticus Wealth Management
Florida
$89K
EL
1105
EMFO LLC
Florida
$89K
TSW
1106
Thompson Siegel & Walmsley
Virginia
$89K
C
1107
Covestor
United Kingdom
$89K +$84.5K +1,002 New
TFGT
1108
TS Financial Group (TSFG)
Illinois
$88K +$43.5K +516 +110%
RMC
1109
Resources Management Corp
Connecticut
$87K
PFBT
1110
Parkside Financial Bank & Trust
Missouri
$87K +$1.43K +17 +2%
CWA
1111
Clearview Wealth Advisors
Oregon
$85K +$3.04K +36 +4%
DI
1112
Disciplined Investments
Oklahoma
$84K +$422 +5 +0.5%
CSWM
1113
Cassady Schiller Wealth Management
Ohio
$83K +$78.7K +933 New
FWM
1114
Focused Wealth Management
New York
$82K +$506 +6 +0.7%
Manulife (Manufacturers Life Insurance)
1115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.1K -$6.05M -71,763 -7%
BBPWM
1116
Blue Bell Private Wealth Management
Pennsylvania
$79K +$75.2K +892 New
FPFS
1117
First Personal Financial Services
North Carolina
$78K
ASBI
1118
American State Bank (Iowa)
Iowa
$76.1K
LWCFA
1119
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K
CFO
1120
CVA Family Office
Colorado
$75K -$30.8K -365 -30%
VNA
1121
Valley National Advisers
Pennsylvania
$75K +$2.11K +25 +3%
CLOS
1122
Compagnie Lombard Odier SCmA
Switzerland
$75K +$45.6K +540 +180%
NL
1123
NVWM LLC
Pennsylvania
$72K +$5.82K +69 +9%
SN
1124
Sittner & Nelson
Oregon
$71K
QC
1125
Quent Capital
New York
$71K +$67K +794 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.