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American Electric Power

1,302 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, 449 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: 449 | Existing positions reduced: 402

9% more capital invested

Capital invested by funds: $29.8B → $32.6B (+$2.8B)

9% more funds holding

Funds holding: 1,1921,302 (+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
1,302
Holders Change
+110
Holders Change %
+9.23%
% of All Funds
20.04%
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
449
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
MP
1276
McDonald Partners
Ohio
$3.56K -$374K -4,435 -99%
ACM
1277
Absolute Capital Management
Pennsylvania
$3.56K +$3.37K +40 New
Bank Julius Baer & Co
1278
Bank Julius Baer & Co
Switzerland
$3K -$84 -1 -3%
PP
1279
Pacifica Partners
Canada
$3K
CTB
1280
Country Trust Bank
Illinois
$3K +$3.29K +39 New
HVM
1281
Harvest Volatility Management
Connecticut
$2.73K +$644K +7,639 +33%
HR
1282
Howe & Rusling
New York
$2K
CFFP
1283
Center for Financial Planning
Michigan
$2K +$1.52K +18 New
CAC
1284
Core Alternative Capital
Georgia
$2K +$1.94K +23 New
KFP
1285
KB Financial Partners
New Jersey
$2K +$2.02K +24 New
CI
1286
Carroll Investors
South Carolina
$2K +$2.45K +29 New
BBHC
1287
Brown Brothers Harriman & Co
New York
$1.46K -$9.87K -117 -0.7%
VRS
1288
Virginia Retirement Systems
Virginia
$1.23K
BIA
1289
Bell Investment Advisors
California
$1K -$3.96K -47 -76%
JWM
1290
Janiczek Wealth Management
Colorado
$1K -$844 -10 -43%
AWMS
1291
Advocacy Wealth Management Services
Georgia
$1K
CCM
1292
Cribstone Capital Management
Maine
$1K
EWM
1293
Edge Wealth Management
New York
$1K
FMP
1294
Financial Management Professionals
Texas
$1K
HDIM
1295
Hanson & Doremus Investment Management
Vermont
$1K
CAL
1296
Capital Advisors Ltd
Ohio
$1K +$590 +7 New
S
1297
Surevest
California
$1K +$1.1K +13 New
CFCI
1298
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.18K +14 New
RA
1299
Rise Advisors
New York
$898 +$844 +10 New
FGAM
1300
Financial Gravity Asset Management
Texas
$175 +$22.4K +265 +13,250%

AEP Hedge Fund Activity: Q4 2021 in Review

1,302 of the 6,498 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 449 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.

  • 1,302 institutional investors held American Electric Power (AEP) as of Q4 2021, up from 1,192 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.