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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
DHGWA
1151
Dixon Hughes Goodman Wealth Advisors
North Carolina
$148K +$24.9K +273 +22%
KTC
1152
Kistler-Tiffany Companies
Pennsylvania
$146K
PCTC
1153
Perkins Coie Trust Company
Washington
$145K
SAM
1154
S.A. Mason
Michigan
$145K
MRCM
1155
M&R Capital Management
New Jersey
$144K
IPAM
1156
ICICI Prudential Asset Management
India
$144K +$18.8K +206 +17%
FAG
1157
Fortitude Advisory Group
Washington
$141K +$4.93K +54 +4%
SWM
1158
Sugarloaf Wealth Management
Georgia
$140K +$91 +1 +0.1%
LS
1159
Leelyn Smith
Illinois
$136K
BCM
1160
Blume Capital Management
California
$135K
RP
1161
Rowlandmiller & Partners
Georgia
$135K
DSC
1162
Duncker Streett & Co
Missouri
$133K
HBW
1163
Hazlett, Burt & Watson
West Virginia
$133K +$122K +1,340 New
AWM
1164
AllSquare Wealth Management
New York
$126K
OC
1165
Oakworth Capital
Alabama
$123K
APW
1166
Acima Private Wealth
Virginia
$122K
QC
1167
Quent Capital
New York
$121K +$37.8K +414 +52%
TF
1168
Tompkins Financial
New York
$120K +$99.2K +1,086 +905%
GTAM
1169
Global Trust Asset Management
Florida
$120K +$110K +1,200 New
GWMIA
1170
Global Wealth Management Investment Advisory
Florida
$119K
NF
1171
Norwood Financial
Pennsylvania
$119K
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$118K -$53.4K -585 -33%
HWA
1173
Heritage Wealth Advisors
Virginia
$118K
WTA
1174
Washington Trust Advisors
Massachusetts
$117K -$5.39K -59 -5%
TFS
1175
TrustCore Financial Services
Tennessee
$117K +$54.8K +600 +105%

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.