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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
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$23.8M +$3.71M +43,956 +20%
WorldQuant Millennium Advisors
127
WorldQuant Millennium Advisors
New York
$23.7M +$2.79M +33,025 +14%
ACI
128
Alpha Cubed Investments
California
$22.9M +$755K +8,952 +4%
Osaic Holdings
129
Osaic Holdings
Arizona
$22.7M +$994K +11,778 +5%
CIBC Asset Management
130
CIBC Asset Management
Ontario, Canada
$22.4M +$388K +4,601 +2%
US Bancorp
131
US Bancorp
Minnesota
$22M -$391K -4,631 -2%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$21.8M -$6.97M -82,575 -25%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$21M +$194K +2,303 +1%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$20.7M -$61.6K -730 -0.3%
SG Americas Securities
135
SG Americas Securities
New York
$20.4M -$5.77M -68,452 -23%
WIC
136
Willis Investment Counsel
Georgia
$20.1M +$1.3M +15,400 +7%
SAI
137
Systematic Alpha Investments
New Jersey
$19.3M
ZIM
138
Zacks Investment Management
Illinois
$19.1M +$3.37M +39,953 +23%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$18.9M +$119K +1,410 +0.7%
GT
140
Glenmede Trust
Pennsylvania
$18.4M +$13.9M +164,903 +393%
GGI
141
Godsey & Gibb Inc
Virginia
$18.3M +$17.3M +205,138 New
AIG
142
American International Group
New York
$15.6M +$57.1K +677 +0.4%
SEI Investments
143
SEI Investments
Pennsylvania
$15.5M +$1.65M +19,562 +13%
WAM
144
Weiss Asset Management
Massachusetts
$15.4M +$5.53M +65,600 +61%
CIP
145
Chartwell Investment Partners
Pennsylvania
$15.3M -$504K -5,980 -3%
Calamos Advisors
146
Calamos Advisors
Illinois
$15.2M +$560K +6,633 +4%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$14.8M -$414K -4,908 -3%
GHA
148
GW Henssler & Associates
Georgia
$14.4M +$13.6M +161,308 New
FMLI
149
Fukoku Mutual Life Insurance
Japan
$14.2M +$12.7K +150 +0.1%
UIM
150
USS Investment Management
United Kingdom
$13.8M

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.