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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
AWM
1226
Avior Wealth Management
Nebraska
$16K -$2.53K -30 -14%
WWM
1227
Wolff Wiese Magana
California
$16K
PCMC
1228
Paragon Capital Management (Colorado)
Colorado
$16K +$15K +178 New
MW
1229
Milestone Wealth
New York
$16K +$15.1K +179 New
SIA
1230
SkyView Investment Advisors
New Jersey
$16K +$15.4K +183 New
FCMT
1231
Founders Capital Management (Texas)
Texas
$15K
MFA
1232
McClarren Financial Advisors
Pennsylvania
$15K +$169 +2 +1%
TCM
1233
Tradewinds Capital Management
Washington
$14K
UFF
1234
USA Financial Formulas
Michigan
$13K +$9.87K +117 +377%
CFRPA
1235
Castle Financial & Retirement Planning Associates
New Jersey
$13K +$12.2K +145 New
ETI
1236
Enterprise Trust & Investment
California
$12K
FMTCOCP
1237
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
NFSG
1238
Newbridge Financial Services Group
Florida
$12K +$928 +11 +9%
BWP
1239
Baldwin Wealth Partners
Massachusetts
$11K
FPB
1240
First PREMIER Bank
South Dakota
$11K
TF
1241
Tompkins Financial
New York
$11K
WFA
1242
West Financial Advisors
Iowa
$11K
ARMC
1243
American Research & Management Company
Massachusetts
$11K +$10.5K +125 New
EA
1244
Evolution Advisers
Virginia
$11K +$11K +130 New
ETC
1245
Exchange Traded Concepts
Oklahoma
$10K -$3.29M -38,964 -100%
KA
1246
Kozak & Associates
Colorado
$10K +$9.11K +108 New
FWA
1247
FSC Wealth Advisors
New York
$10K +$9.2K +109 New
BAM
1248
Baldrige Asset Management
Pennsylvania
$9K
HCM
1249
Highlander Capital Management
New Jersey
$9K
PO
1250
Private Ocean
California
$9K

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.