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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
Loomis, Sayles & Company
1301
Loomis, Sayles & Company
Massachusetts
$22K -$11.1K -122 -36%
NIPH
1302
NN Investment Partners Holdings
Netherlands
$22K
TC
1303
Trust Company
Kansas
$20K -$25.1K -275 -58%
JWBC
1304
John W. Brooker & Co
California
$20K
LWP
1305
Lumature Wealth Partners
Georgia
$20K
RBC
1306
Roble Belko & Company
Pennsylvania
$20K
SC
1307
Steph & Co
Wisconsin
$20K
NIC
1308
Northwest Investment Counselors
Oregon
$20K +$1.37K +15 +8%
BFG
1309
Baron Financial Group
New Jersey
$20K
SIC
1310
SJS Investment Consulting
Ohio
$19K
GEA
1311
Glen Eagle Advisors
New Jersey
$19K
SIA
1312
SkyView Investment Advisors
New Jersey
$18K
WWM
1313
Wolff Wiese Magana
California
$18K
CWC
1314
Carolinas Wealth Consulting
North Carolina
$18K +$91 +1 +0.6%
AWM
1315
Avior Wealth Management
Nebraska
$16K -$1.65K -18 -10%
MW
1316
Milestone Wealth
New York
$16K
MFA
1317
McClarren Financial Advisors
Pennsylvania
$16K +$91 +1 +0.6%
IA
1318
IndexIQ Advisors
New York
$16K +$14.7K +161 New
FCMT
1319
Founders Capital Management (Texas)
Texas
$15K
TCM
1320
Tradewinds Capital Management
Washington
$15K
BLC
1321
Brown, Lisle/Cummings
Rhode Island
$14.1K +$12.9K +141 New
CG
1322
Cutler Group
California
$14K -$24.9K -272 -64%
NFSG
1323
Newbridge Financial Services Group
Florida
$14K +$91 +1 +0.7%
BHWM
1324
Beaird Harris Wealth Management
Texas
$14K +$4.11K +45 +45%
PG
1325
Proffitt & Goodson
Tennessee
$14K +$12.4K +136 New

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.