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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
WAM
1126
WFA Asset Management
Wisconsin
$71K +$67.3K +798 New
SSC
1127
Syverson Strege & Co
Iowa
$70K
SC
1128
Schubert & Co
Texas
$70K +$66K +782 New
CFD
1129
Creative Financial Designs
Indiana
$69K
AAP
1130
Arax Advisory Partners
Colorado
$68K -$11.1K -132 -15%
SBL
1131
Sargent Bickham Lagudis
Colorado
$67K -$20.5K -243 -24%
AS
1132
Altshuler Shaham
Israel
$67K -$5.82K -69 -8%
HWM
1133
Holloway Wealth Management
Florida
$67K
TI
1134
Truehand Inc
New Hampshire
$67K
1IA
1135
1834 Investment Advisors
Wisconsin
$66K
RAM
1136
Riggs Asset Management
Pennsylvania
$66K
PA
1137
PSI Advisors
Florida
$64K +$422 +5 +0.7%
CCM
1138
Chilton Capital Management
Texas
$63K +$59.5K +705 New
CCMW
1139
Cypress Capital Management (Wyoming)
Wyoming
$62K
JIR
1140
James Investment Research
Ohio
$62K
RE
1141
RBC Europe
United Kingdom
$61K -$50K -593 -46%
TIM
1142
Tortoise Investment Management
New York
$61K -$1.35K -16 -2%
LF
1143
Lee Financial
Texas
$61K
CH
1144
Canton Hathaway
Rhode Island
$55K
ONST
1145
Old North State Trust
North Carolina
$55K +$14.5K +172 +39%
ACA
1146
Atlas Capital Advisors
Wyoming
$54.3K
SC
1147
Seldon Capital
California
$54K +$50.8K +602 New
CM
1148
Cornerstone Management
Georgia
$53.1K +$50.4K +597 New
SFPG
1149
Stonebridge Financial Planning Group
Florida
$53K -$6.75K -80 -12%
CT
1150
Clearstead Trust
Maine
$53K

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.