AMERICAN ELEC PWR CO INC (AEPPL)
Institutional ownership reported to the SEC as of Q4 2021, across 12 quarters.
45
Reporting holders
$645.9M
Reported value
0.0%
Calls
0.0%
Puts
-5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $180.8M | 3,607,500 | 0.07% | 12q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $108.3M | 2,158,816 | 0.01% | 12q | -6.0%-$6.9M |
| BlackRock Inc. | $68.2M | 1,360,662 | 0.00% | 11q | +1.3%+$846.2K |
| VICTORY CAPITAL MANAGEMENT INC | $31.3M | 624,595 | 0.03% | 12q | +3.0%+$901.0K |
| HSBC HOLDINGS PLC | $31.3M | 625,000 | 0.03% | new | NEW |
| Sculptor Capital LP | $25.9M | 516,374 | 0.22% | 4q | +23.0%+$4.8M |
| Capital Research Global Investors | $22.0M | 438,505 | 0.00% | 12q | HELD |
| STATE STREET CORP | $18.1M | 363,400 | 0.00% | 12q | -4.0%-$747.4K |
| PIER 88 INVESTMENT PARTNERS LLC | $14.9M | 298,269 | 3.17% | 11q | +4.0%+$581.4K |
| BANK OF AMERICA CORP /DE/ | $14.0M | 279,903 | 0.00% | 12q | -4.4%-$641.2K |
| WELLS FARGO & COMPANY/MN | $12.5M | 248,740 | 0.00% | 12q | +477.8%+$10.3M |
| D. E. Shaw & Co., Inc. | $11.3M | 225,313 | 0.01% | 4q | -75.0%-$33.8M |
| Weiss Asset Management LP | $10.0M | 198,625 | 0.21% | 4q | +33.6%+$2.5M |
| VAN ECK ASSOCIATES CORP | $9.7M | 192,923 | 0.02% | 12q | +4.5%+$413.4K |
| TWO SIGMA INVESTMENTS, LP | $9.3M | 185,551 | 0.02% | 2q | +209.3%+$6.3M |
| CALAMOS ADVISORS LLC | $9.0M | 179,902 | 0.03% | 12q | -1.4%-$123.8K |
| JENNISON ASSOCIATES LLC | $7.5M | 150,622 | 0.00% | 12q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.5M | 150,000 | 0.00% | 2q | +200.0%+$5.0M |
| Thrivent Financial for Lutherans | $6.7M | 134,100 | 0.01% | 12q | HELD |
| PALISADE CAPITAL MANAGEMENT LLC/NJ | $6.6M | 131,005 | 0.13% | 12q | HELD |
| Sonora Investment Management Group, LLC | $6.0M | 119,486 | 0.70% | new | FIRST |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $4.0M | 78,945 | 0.81% | 4q | +9.2%+$332.1K |
| WOLVERINE ASSET MANAGEMENT LLC | $3.6M | 72,326 | 0.03% | 4q | -3.8%-$143.5K |
| ROYAL BANK OF CANADA | $3.0M | 59,475 | 0.00% | 11q | +32.8%+$737.0K |
| MORGAN STANLEY | $3.0M | 59,200 | 0.00% | 12q | -19.5%-$715.0K |
| FEDERATED HERMES, INC. | $2.9M | 58,380 | 0.01% | 12q | HELD |
| LPL Financial LLC | $2.9M | 57,379 | 0.00% | 6q | +5.2%+$142.7K |
| JPMORGAN CHASE & CO | $2.8M | 55,922 | 0.00% | 6q | +5.1%+$135.3K |
| AEGON USA Investment Management, LLC | $2.7M | 53,250 | 0.74% | 12q | HELD |
| RATIONAL ADVISORS LLC | $2.6M | 51,450 | 0.16% | 3q | +29.1%+$581.5K |
| Verition Fund Management LLC | $2.5M | 2,500,000? | 0.02% | new | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.2M | 44,749 | 0.11% | 6q | +20.3%+$378.4K |
| SSI INVESTMENT MANAGEMENT LLC | $1.8M | 35,605 | 0.10% | 12q | HELD |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | $1.6M | 32,225 | 0.38% | 7q | +7.0%+$105.2K |
| Steward Partners Investment Advisory, LLC | $482.0K | 9,625 | 0.01% | 8q | +2.1%+$10.0K |
| STIFEL FINANCIAL CORP | $361.0K | 7,193 | 0.00% | 2q | +0.5%+$1.8K |
| HOHIMER WEALTH MANAGEMENT, LLC | $288.0K | 5,750 | 0.06% | 9q | -5.3%-$16.3K |
| UBS Group AG | $278.0K | 5,552 | 0.00% | 9q | -6.7%-$20.0K |
| CALAMOS WEALTH MANAGEMENT LLC | $261.0K | 5,215 | 0.02% | 12q | -21.1%-$69.8K |
| Cambridge Investment Research Advisors, Inc. | $200.0K | 3,992 | 0.00% | new | NEW |
| Nuveen Asset Management, LLC | $122.0K | 242,814? | 0.00% | 4q | |
| ADVISOR GROUP HOLDINGS, INC. | $90.0K | 1,800 | 0.00% | 8q | HELD |
| Lindbrook Capital, LLC | $75.0K | 1,500 | 0.01% | 11q | HELD |
| Rockefeller Capital Management L.P. | $21.0K | 431 | 0.00% | 2q | HELD |
| FourThought Financial, LLC | $20.0K | 401 | 0.00% | 5q | HELD |
| Asset Dedication, LLC | $4.0K | 89 | 0.00% | 3q | HELD |
| UMB BANK N A/MO | $3.0K | 50 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2021 | 45 | $645.9M | 12,889,795 | 3 | 18 | 10 | 0.0% |
| Q3 2021 | 50 | $627.3M | 13,133,655 | 8 | 16 | 9 | 0.0% |
| Q2 2021 | 49 | $649.3M | 13,208,936 | 6 | 17 | 13 | 0.0% |
| Q1 2021 | 56 | $659.9M | 13,553,274 | 17 | 13 | 15 | 0.0% |
| Q4 2020 | 45 | $760.0M | 15,265,062 | 0 | 16 | 14 | 0.0% |
| Q3 2020 | 52 | $814.0M | 16,765,402 | 4 | 17 | 14 | 0.0% |
| Q2 2020 | 51 | $793.8M | 16,242,602 | 3 | 17 | 19 | 0.0% |
| Q1 2020 | 54 | $743.0M | 15,387,807 | 6 | 17 | 18 | 0.0% |
| Q4 2019 | 59 | $800.3M | 14,817,235 | 10 | 20 | 12 | 0.0% |
| Q3 2019 | 55 | $797.6M | 14,465,740 | 8 | 20 | 8 | 0.0% |
| Q2 2019 | 51 | $761.7M | 14,283,390 | 10 | 13 | 12 | 0.0% |
| Q1 2019 | 53 | $725.6M | 14,162,214 | 53 | 0 | 0 | 0.0% |