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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
OFA
1101
Oak Family Advisors
Illinois
$212K +$194K +2,126 New
FM
1102
Foster & Motley
Ohio
$211K -$22.1K -242 -10%
TF
1103
TimeScale Financial
Massachusetts
$211K +$731 +8 +0.4%
GWA
1104
GGM Wealth Advisors
Maryland
$211K +$188K +2,061 New
CPIG
1105
Chicago Partners Investment Group
Illinois
$211K +$193K +2,111 New
BFG
1106
Bouchey Financial Group
New York
$211K +$193K +2,114 New
B
1107
Bailard
California
$211K +$193K +2,117 New
WHG
1108
Westwood Holdings Group
Texas
$211K +$194K +2,119 New
PR
1109
Payden & Rygel
California
$210K -$30.3M -331,500 -99%
EFS
1110
Econ Financial Services
Pennsylvania
$210K -$944K -10,327 -83%
BDF
1111
Balasa Dinverno & Foltz
$210K +$192K +2,102 New
BAM
1112
Barrett Asset Management
New York
$209K -$1.83K -20 -0.9%
WA
1113
Waverly Advisors
Alabama
$209K +$191K +2,091 New
WFMPM
1114
Woodley Farra Manion Portfolio Management
Indiana
$209K +$191K +2,092 New
MBTD
1115
Mechanics Bank - Trust Department
California
$208K -$148K -1,625 -44%
LCM
1116
LCM Capital Management
Illinois
$207K +$190K +2,077 New
DCM
1117
Dupont Capital Management
Delaware
$205K -$42.4K -464 -18%
FCA
1118
FinTrust Capital Advisors
South Carolina
$204K -$7.31K -80 -4%
LAS
1119
Lloyd Advisory Services
Georgia
$204K +$2.65K +29 +1%
MA
1120
MJP Associates
Connecticut
$204K +$187K +2,049 New
MS
1121
Madden Securities
Texas
$203K +$185K +2,030 New
MIM
1122
MTM Investment Management
South Carolina
$203K +$186K +2,031 New
MIM
1123
Marco Investment Management
Georgia
$203K +$186K +2,038 New
CGH
1124
CMG Global Holdings
Texas
$201K +$184K +2,010 New
NL
1125
NWAM LLC
Washington
$201K +$184K +2,011 New

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.