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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
EW
1351
Evoke Wealth
California
$6K
LFG
1352
Larson Financial Group
Missouri
$6K
UIA
1353
Ulland Investment Advisors
Minnesota
$6K
WIA
1354
Wealthstreet Investment Advisors
Texas
$6K
ATC
1355
Adirondack Trust Company
New York
$5K
SC
1356
Sierra Capital
Florida
$4K -$1.19K -13 -24%
IFAM
1357
Institutional & Family Asset Management
Colorado
$4K
LCM
1358
Logan Capital Management
Pennsylvania
$4K
OIA
1359
Optimum Investment Advisors
Illinois
$4K +$4.11K +45 New
HR
1360
Howe & Rusling
New York
$3K +$1K +11 +58%
CI
1361
Cordant Inc
Oregon
$3K +$3.2K +35 New
KFP
1362
KB Financial Partners
New Jersey
$2K -$457 -5 -21%
CI
1363
Carroll Investors
South Carolina
$2K
PFA
1364
Professional Financial Advisors
Nebraska
$2K +$2.28K +25 New
PP
1365
Pacifica Partners
Canada
$1K -$1.46K -16 -50%
AWMS
1366
Advocacy Wealth Management Services
Georgia
$1K
CCM
1367
Cribstone Capital Management
Maine
$1K
JWM
1368
Janiczek Wealth Management
Colorado
$1K
RA
1369
Rise Advisors
New York
$1K
S
1370
Surevest
California
$1K
APF
1371
Alaska Permanent Fund
Alaska
$1K +$822 +9 New
OLVIG
1372
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1.1K +12 New
IUHSA
1373
Itau Unibanco Holding S.A.
Brazil
$1K +$1.19K +13 New
LWMNY
1374
Landmark Wealth Management (New York)
New York
$450 +$41.1K +450 New
LFGH
1375
Lee Financial Group Hawaii
Hawaii
$234

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.