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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
PI
1151
PineBridge Investments
New York
$53K +$50.6K +600 New
TFS
1152
TrustCore Financial Services
Tennessee
$51K -$21.1K -250 -30%
TFM
1153
TFC Financial Management
Massachusetts
$51K
CB
1154
CNB Bank
Pennsylvania
$50K +$3.96K +47 +9%
IA
1155
IFS Advisors
Kansas
$50K +$48.2K +571 New
CC
1156
Corsicana & Co
Texas
$49K
ADL
1157
Asset Dedication LLC
California
$49K +$1.52K +18 +3%
VCM
1158
Versant Capital Management
Arizona
$48K
KPCM
1159
Kings Point Capital Management
New York
$47K
SWA
1160
SOA Wealth Advisors
New York
$46K +$169 +2 +0.4%
MPWT
1161
MassMutual Private Wealth & Trust
Connecticut
$45K -$36.4K -432 -46%
GAM
1162
Gemmer Asset Management
California
$45K
JFA
1163
JNBA Financial Advisors
Minnesota
$45K
LWA
1164
Lowe Wealth Advisors
Maryland
$45K
POIA
1165
Pin Oak Investment Advisors
Texas
$45K
FNBOSM
1166
First National Bank of South Miami
Florida
$44K
HSA
1167
Hussman Strategic Advisors
Maryland
$44K
PSB
1168
Piscataqua Savings Bank
New Hampshire
$44K
PWC
1169
PYA Waltman Capital
Tennessee
$44K +$42.2K +500 New
HI
1170
Hudock Inc
Pennsylvania
$43K
NC
1171
NewSquare Capital
Pennsylvania
$42K
TC
1172
Trust Company
Kansas
$42K +$8.44K +100 +27%
PMFA
1173
Plante Moran Financial Advisors
Michigan
$41K -$91.9K -1,089 -70%
AG
1174
AIA Group
Hong Kong
$40K -$1.04M -12,300 -96%
CPA
1175
Cowen Prime Advisors
New York
$40K

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.