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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
GAM
1251
Gemmer Asset Management
California
$49K
TIM
1252
Tortoise Investment Management
New York
$48K -$18.2K -199 -29%
CPA
1253
Cowen Prime Advisors
New York
$45K
FFWM
1254
Future Financial Wealth Management
Ohio
$45K +$274 +3 +0.7%
RTC
1255
Riverview Trust Company
Washington
$45K +$34.9K +382 +531%
SCM
1256
Silvant Capital Management
Georgia
$44K
FPFS
1257
First Personal Financial Services
North Carolina
$43K -$41.3K -452 -51%
Optiver Holding
1258
Optiver Holding
Netherlands
$43K +$33.4K +366 +563%
CAC
1259
Core Alternative Capital
Georgia
$43K +$37.5K +410 +1,783%
GKIM
1260
GW&K Investment Management
Massachusetts
$43K +$38.9K +426 New
FQ
1261
First Quadrant
California
$42K +$38.6K +423 New
GFPC
1262
Global Financial Private Client
Florida
$40.6K
HI
1263
Hudock Inc
Pennsylvania
$40K -$7.49K -82 -17%
EWM
1264
Endurance Wealth Management
Rhode Island
$40K
BWM
1265
Baystate Wealth Management
Massachusetts
$40K +$274 +3 +0.8%
RIM
1266
Rockbridge Investment Management
New York
$39.5K
HDIM
1267
Hanson & Doremus Investment Management
Vermont
$39K +$35.4K +387 +4,838%
SFG
1268
Steward Financial Group
Texas
$39K +$36.1K +395 New
NC
1269
NewSquare Capital
Pennsylvania
$38K -$8.5K -93 -20%
TWM
1270
Tradition Wealth Management
Minnesota
$38K +$9.68K +106 +38%
COCM
1271
Charter Oak Capital Management
New Hampshire
$37K
TFP
1272
Tilia Fiduciary Partners
North Carolina
$37K
SWA
1273
Sutton Wealth Advisors
Florida
$36.8K +$365 +4 +1%
CCA
1274
Catalyst Capital Advisors
New York
$35K +$6.39K +70 +25%
FP
1275
Financial Perspectives
Minnesota
$34.8K

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.