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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
CCA
1201
Catalyst Capital Advisors
New York
$25K -$1.94K -23 -8%
TWM
1202
Tradition Wealth Management
Minnesota
$25K
WOC
1203
West Oak Capital
California
$25K
KFS
1204
Kelly Financial Services
Massachusetts
$23.8K +$253 +3 +1%
AIM
1205
Achmea Investment Management
Netherlands
$23K +$21.6K +256 New
AIM
1206
AHL Investment Management
Florida
$23K +$21.7K +257 New
TCM
1207
TD Capital Management
Tennessee
$22K
WB
1208
Webster Bank
Connecticut
$22K
AFS
1209
Annapolis Financial Services
Maryland
$22K +$11.8K +140 +125%
MCM
1210
MV Capital Management
Maryland
$21K -$1.52K -18 -7%
LWA
1211
Lenox Wealth Advisors
New York
$21K
OA
1212
Operose Advisors
Wisconsin
$21K +$20.2K +240 New
PWMG
1213
Prestige Wealth Management Group
New Jersey
$20K -$422 -5 -2%
NIPH
1214
NN Investment Partners Holdings
Netherlands
$20K
FPWM
1215
FSB Premier Wealth Management
Iowa
$19K +$18.4K +218 New
JWBC
1216
John W. Brooker & Co
California
$18K
LWP
1217
Lumature Wealth Partners
Georgia
$18K
RBC
1218
Roble Belko & Company
Pennsylvania
$18K
SC
1219
Steph & Co
Wisconsin
$18K
BFG
1220
Baron Financial Group
New Jersey
$17.8K
SIC
1221
SJS Investment Consulting
Ohio
$17K +$15.9K +188 New
NIC
1222
Northwest Investment Counselors
Oregon
$17K +$16K +190 New
GEA
1223
Glen Eagle Advisors
New Jersey
$16.9K
EBA
1224
Eagle Bay Advisors
New York
$16K -$15.7K -186 -53%
CWC
1225
Carolinas Wealth Consulting
North Carolina
$16K -$4.13K -49 -22%

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.