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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
LI
1351
Lafayette Investments
Maryland
-$219K -2,694 Closed
BWM
1352
Birchcreek Wealth Management
Ohio
-$219K -2,692 Closed
CCP
1353
Cassia Capital Partners
North Carolina
-$219K -2,692 Closed
PCA
1354
Pallas Capital Advisors
Massachusetts
-$228K -2,689 Closed
CFG
1355
Cooper Financial Group
California
-$215K -2,653 Closed
RFN
1356
RDA Financial Network
Iowa
-$205K -2,521 Closed
EFSCE
1357
Enterprise Financial Services Corp (EFSC)
Missouri
-$204K -2,517 Closed
MS
1358
Madden Securities
Texas
-$201K -2,470 Closed
PWA
1359
Phoenix Wealth Advisors
North Carolina
-$181K -2,235 Closed
CI
1360
CX Institutional
Indiana
-$170K -2,100 Closed
JCM
1361
Jacobi Capital Management
Pennsylvania
-$153K -1,883 Closed
MA
1362
MCF Advisors
Kentucky
-$149K -1,834 Closed
GRP
1363
Global Retirement Partners
California
-$130K -1,601 Closed
LWM
1364
Liberty Wealth Management
California
-$114K -1,370 Closed
EWM
1365
Evermay Wealth Management
Virginia
-$95K -1,175 Closed
FCM
1366
Firestone Capital Management
Florida
-$97K -1,150 Closed
LAM
1367
Lountzis Asset Management
Pennsylvania
-$81.2K -1,000 Closed
IF
1368
Ironwood Financial
Arizona
-$78K -959 Closed
PHK
1369
Point72 Hong Kong
Hong Kong
-$70.6K -837 Closed
DOA
1370
D'Orazio & Associates
Virginia
-$58K -715 Closed
GKWIM
1371
Gerber Kawasaki Wealth & Investment Management
California
-$54K -677 Closed
CPC
1372
Consolidated Planning Corp
Georgia
-$42K -523 Closed
WLPWM
1373
Walled Lake Planning & Wealth Management
Illinois
-$41K -509 Closed
OIA
1374
Optimum Investment Advisors
Illinois
-$36K -440 Closed
CAGAS
1375
Capital Advisory Group Advisory Services
Minnesota
-$24K -294 Closed

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.