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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
SCM
1176
Silvant Capital Management
Georgia
$39K
FFWM
1177
Future Financial Wealth Management
Ohio
$39K +$37.5K +444 New
AF
1178
Arrow Financial
New York
$38K -$42.9K -508 -54%
RK
1179
Rather & Kittrell
Tennessee
$38K +$36.6K +434 New
BA
1180
Bellwether Advisors
Nebraska
$37K -$419K -4,965 -92%
AIL
1181
AGF Investments LLC
Ontario, Canada
$37K
CG
1182
Cutler Group
California
$37K +$35.6K +422 New
EWM
1183
Endurance Wealth Management
Rhode Island
$36K
GFPC
1184
Global Financial Private Client
Florida
$35.6K
RIM
1185
Rockbridge Investment Management
New York
$35K
BWM
1186
Baystate Wealth Management
Massachusetts
$35K +$3.04K +36 +10%
CCM
1187
Covington Capital Management
California
$35K +$33.3K +395 New
COCM
1188
Charter Oak Capital Management
New Hampshire
$33K
TFP
1189
Tilia Fiduciary Partners
North Carolina
$33K +$31K +367 New
SWA
1190
Sutton Wealth Advisors
Florida
$32.5K
FPS
1191
Fieldpoint Private Securities
Connecticut
$32K +$6.16K +73 +26%
FP
1192
Financial Perspectives
Minnesota
$31.1K
Loomis, Sayles & Company
1193
Loomis, Sayles & Company
Massachusetts
$30K -$23.9K -283 -45%
FFC
1194
First Financial Corp
Indiana
$30K -$7.76K -92 -21%
TFO
1195
Tarbox Family Office
California
$30K -$422 -5 -1%
AP
1196
Arlington Partners
Alabama
$29K +$27.8K +329 New
IAS
1197
IMA Advisory Services
Colorado
$28K
EIP
1198
Ellis Investment Partners
Pennsylvania
$28K +$253 +3 +1%
4FG
1199
4Thought Financial Group
New York
$26K
WPA
1200
West Paces Advisors
Georgia
$25.8K -$4.47K -53 -15%

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.