We are live on ! Find out more
AEP icon

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
20.03%
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
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$7.83M -$377K -4,465 -5%
NIM
202
Nexus Investment Management
Ontario, Canada
$7.81M +$2.22M +26,300 +43%
Wealthfront Advisers
203
Wealthfront Advisers
California
$7.8M +$3.23M +38,255 +77%
ZCM
204
Ziegler Capital Management
Illinois
$7.73M +$6.93M +82,205 +1,748%
Lazard Asset Management
205
Lazard Asset Management
New York
$7.68M +$932K +11,051 +15%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.48M -$30.4K -360 -0.4%
State of Tennessee, Department of Treasury
207
State of Tennessee, Department of Treasury
Tennessee
$7.4M -$108K -1,277 -2%
Man Group
208
Man Group
United Kingdom
$7.34M -$2.09M -24,827 -23%
Allianz Asset Management
209
Allianz Asset Management
Germany
$7.33M -$5.41M -64,084 -44%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$7.26M -$1.38M -16,416 -17%
TPCW
211
TD Private Client Wealth
New York
$7.25M -$497K -5,893 -7%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$7.25M -$1.1K -13 -0%
KFP
213
Keystone Financial Planning
Ohio
$7.23M +$445K +5,279 +7%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$6.89M -$31.7K -376 -0.5%
MSL
215
Mackay Shields LLC
New York
$6.69M -$102K -1,211 -2%
LSV Asset Management
216
LSV Asset Management
Illinois
$6.66M
4WM
217
44 Wealth Management
Oregon
$6.65M +$6M +71,124 +1,943%
TC
218
TwinBeech Capital
New York
$6.5M -$11.2M -132,214 -64%
CAM
219
Carret Asset Management
New York
$6.5M -$34.6K -410 -0.6%
M
220
MOTCO
Texas
$6.46M +$90.8K +1,077 +2%
TRCT
221
Tower Research Capital (TRC)
New York
$6.45M +$3.57M +42,288 +140%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$6.33M -$983K -11,655 -14%
MHC
223
Meyer Handelman Company
New York
$6.32M
TPSF
224
Texas Permanent School Fund
Texas
$6.18M -$659K -7,812 -10%
ATC
225
Argent Trust Co
Tennessee
$6.15M -$45.8K -543 -0.8%

AEP Hedge Fund Activity: Q4 2021 in Review

1,302 of the 6,499 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.