We are live on ! Find out more
AEP icon

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
BWP
1326
Baldwin Wealth Partners
Massachusetts
$13K
ETI
1327
Enterprise Trust & Investment
California
$13K
GA
1328
GoalVest Advisory
New York
$13K +$12.2K +134 New
BONH
1329
Bank of New Hampshire
New Hampshire
$13K +$12.3K +135 New
JIR
1330
James Investment Research
Ohio
$12K -$53.4K -584 -83%
EA
1331
Evolution Advisers
Virginia
$12K
FPB
1332
First PREMIER Bank
South Dakota
$12K
WFA
1333
West Financial Advisors
Iowa
$12K
AFS
1334
Annapolis Financial Services
Maryland
$11K -$12.8K -140 -56%
FWA
1335
FSC Wealth Advisors
New York
$11K
HSA
1336
Hussman Strategic Advisors
Maryland
$10K -$36.5K -400 -80%
BAM
1337
Baldrige Asset Management
Pennsylvania
$10K
HCM
1338
Highlander Capital Management
New Jersey
$10K
HS
1339
Horan Securities
United States
$10K
KA
1340
Kozak & Associates
Colorado
$10K
PO
1341
Private Ocean
California
$10K
SFA
1342
Semmax Financial Advisors
North Carolina
$10K
RG
1343
Retirement Group
California
$10K +$91 +1 +1%
CAGAS
1344
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.14K +100 New
ECM
1345
Estabrook Capital Management
New York
$9.98K
M1FG
1346
Mach-1 Financial Group
Arkansas
$9K +$9.14K +100 New
SIS
1347
Sound Income Strategies
Florida
$8K
SCA
1348
Stuart Chaussee & Associates
California
$8K
FMP
1349
Financial Management Professionals
Texas
$7K +$4.66K +51 +340%
AIM
1350
Arcadia Investment Management
Michigan
$6K

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.