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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
SFA
1251
Semmax Financial Advisors
North Carolina
$9K
RG
1252
Retirement Group
California
$9K +$84 +1 +1%
ACM
1253
Aquatic Capital Management
Illinois
$9K +$8.44K +100 New
BHWM
1254
Beaird Harris Wealth Management
Texas
$9K +$8.44K +100 New
HS
1255
Horan Securities
United States
$9K +$8.86K +105 New
ECM
1256
Estabrook Capital Management
New York
$8.9K
WC
1257
Wexford Capital
Florida
$8.04K +$7.62M +90,322 New
DFCM
1258
Dark Forest Capital Management
Puerto Rico
$8K -$2.11K -25 -21%
SCA
1259
Stuart Chaussee & Associates
California
$7K
SIS
1260
Sound Income Strategies
Florida
$7K +$3.29K +39 +87%
AIM
1261
Arcadia Investment Management
Michigan
$6K
DWMG
1262
DB Wealth Management Group
California
$6K
WIA
1263
Wealthstreet Investment Advisors
Texas
$6K
LFG
1264
Larson Financial Group
Missouri
$6K +$84 +1 +2%
UIA
1265
Ulland Investment Advisors
Minnesota
$6K +$5.4K +64 New
Optiver Holding
1266
Optiver Holding
Netherlands
$6K +$5.48K +65 New
RPCONE
1267
Retirement Planning Company of New England
Rhode Island
$6K +$5.82K +69 New
AWA
1268
Amplius Wealth Advisors
Pennsylvania
$6K +$6.58K +78 New
ATC
1269
Adirondack Trust Company
New York
$5K -$10.5K -125 -71%
IPW
1270
IronBridge Private Wealth
Texas
$5K
EW
1271
Evoke Wealth
California
$5K +$422 +5 +9%
SC
1272
Sierra Capital
Florida
$5K +$4.64K +55 New
IFAM
1273
Institutional & Family Asset Management
Colorado
$4K
LCM
1274
Logan Capital Management
Pennsylvania
$4K
PPWM
1275
PFG Private Wealth Management
Florida
$4K

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.