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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: 1,3021,380 (+78)

1.83% more ownership

Funds ownership: 73.06%74.88% (+1.8%)

Holders
1,380
Holders Change
+78
Holders Change %
+5.99%
% 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
JFA
1276
JNBA Financial Advisors
Minnesota
$34K -$15.5K -170 -33%
AF
1277
Arrow Financial
New York
$34K -$8.4K -92 -21%
FFC
1278
First Financial Corp
Indiana
$34K
HCM
1279
Huber Capital Management
California
$33K -$466K -5,100 -94%
CCM
1280
Covington Capital Management
California
$32K -$6.39K -70 -18%
IAS
1281
IMA Advisory Services
Colorado
$32K
T
1282
TCWP
Ohio
$32K +$29.4K +322 New
TFO
1283
Tarbox Family Office
California
$30K -$3.47K -38 -11%
EC
1284
Elequin Capital
New York
$30K +$27.3K +299 New
4FG
1285
4Thought Financial Group
New York
$29K
WPA
1286
West Paces Advisors
Georgia
$28.9K
WOC
1287
West Oak Capital
California
$28K
UAML
1288
US Asset Management LLC
Pennsylvania
$28K +$25.6K +280 New
PCM
1289
Penserra Capital Management
California
$27K +$25.2K +276 New
KFS
1290
Kelly Financial Services
Massachusetts
$26.9K +$183 +2 +0.7%
AIM
1291
Achmea Investment Management
Netherlands
$26K
MCM
1292
MV Capital Management
Maryland
$26K +$2.19K +24 +10%
WB
1293
Webster Bank
Connecticut
$25K
ARMC
1294
American Research & Management Company
Massachusetts
$25K +$11.4K +125 +100%
CFFP
1295
Center for Financial Planning
Michigan
$25K +$21.2K +232 +1,289%
OA
1296
Operose Advisors
Wisconsin
$24K
LWA
1297
Lenox Wealth Advisors
New York
$24K +$274 +3 +1%
CA
1298
Crewe Advisors
Utah
$24K +$21.9K +240 New
AP
1299
Arlington Partners
Alabama
$23K -$8.68K -95 -29%
PWMG
1300
Prestige Wealth Management Group
New Jersey
$23K

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 1,302 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.