We are live on ! Find out more
AEP icon

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
CFO
1201
CVA Family Office
Colorado
$86K +$1.37K +15 +2%
Macquarie Group
1202
Macquarie Group
Australia
$85.8K +$9.81M +107,349 +7%
ASBI
1203
American State Bank (Iowa)
Iowa
$85.3K
BCMLT
1204
Beacon Capital Management LLC (Tennessee)
Tennessee
$85K +$77.4K +847 New
CWA
1205
Clearview Wealth Advisors
Oregon
$83K -$11.4K -125 -13%
SC
1206
Schubert & Co
Texas
$83K +$4.2K +46 +6%
AG
1207
AIA Group
Hong Kong
$83K +$34.2K +374 +83%
AAP
1208
Arax Advisory Partners
Colorado
$81K +$4.02K +44 +6%
CBT
1209
CoreFirst Bank & Trust
Kansas
$80K -$100K -1,100 -58%
NICM
1210
Neo Ivy Capital Management
New York
$80K +$72.9K +798 New
WAM
1211
WFA Asset Management
Wisconsin
$79.6K
SN
1212
Sittner & Nelson
Oregon
$79K
SSC
1213
Syverson Strege & Co
Iowa
$79K
CFD
1214
Creative Financial Designs
Indiana
$79K +$1.46K +16 +2%
VNA
1215
Valley National Advisers
Pennsylvania
$78K -$5.94K -65 -8%
SBL
1216
Sargent Bickham Lagudis
Colorado
$76K
HWM
1217
Holloway Wealth Management
Florida
$75K
CJL
1218
Cyrus J. Lawrence
New York
$75K +$69.1K +756 New
1IA
1219
1834 Investment Advisors
Wisconsin
$74K
RAM
1220
Riggs Asset Management
Pennsylvania
$74K
SC
1221
Siena Capital
Ohio
$74K +$68.1K +745 New
PA
1222
PSI Advisors
Florida
$72K +$457 +5 +0.7%
NL
1223
NVWM LLC
Pennsylvania
$71K -$9.23K -101 -12%
WAM
1224
Worth Asset Management
Texas
$71K +$65.8K +720 New
CCMW
1225
Cypress Capital Management (Wyoming)
Wyoming
$69K

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.