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American Electric Power

1,193 hedge funds and large institutions have $29.8B invested in American Electric Power in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 469 increasing their positions, 361 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 361

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

0% more funds holding

Funds holding: 1,1931,193 (0)

0.45% less ownership

Funds ownership: 73.96%73.52% (-0.45%)

4% less capital invested

Capital invested by funds: $31.2B → $29.8B (-$1.39B)

11% less call options, than puts

Call options by funds: $194M | Put options by funds: $219M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,193
Holders Change
Holders Change %
0%
% of All Funds
20.88%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
100
Increased
469
Reduced
361
Closed
81
Calls
$194M
Puts
$219M
Net Calls
-$25.2M
Net Calls Change
-$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
226
Rafferty Asset Management
New York
$5.54M +$1.1M +12,640 +23%
Marshall Wace
227
Marshall Wace
United Kingdom
$5.49M -$9.2M -105,413 -61%
OIM
228
Opus Investment Management
Massachusetts
$5.49M
MNBTD
229
Moody National Bank Trust Division
Texas
$5.46M -$72.7K -833 -1%
FA
230
FMA Advisory
Pennsylvania
$5.4M +$31.7K +363 +0.5%
MOACM
231
Mutual of America Capital Management
New York
$5.33M +$34.5K +395 +0.6%
PA
232
Profund Advisors
Maryland
$5.32M +$313K +3,588 +6%
FT
233
Fiduciary Trust
Massachusetts
$5.31M -$133K -1,522 -2%
CFB
234
Cullen/Frost Bankers
Texas
$5.21M -$299K -3,425 -5%
GCAC
235
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.19M -$32.3K -370 -0.6%
USCWA
236
U.S. Capital Wealth Advisors
Texas
$5.05M +$5.43M +62,217 New
NIM
237
Nexus Investment Management
Ontario, Canada
$4.99M +$34.9K +400 +0.7%
II
238
IFM Investors
Australia
$4.98M -$12.7K -145 -0.2%
AAIM
239
American Assets Investment Management
California
$4.87M
KeyBank National Association
240
KeyBank National Association
Ohio
$4.85M +$295K +3,384 +6%
ANI
241
American National Insurance
Texas
$4.83M -$4.8K -55 -0.1%
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$4.78M -$170K -1,947 -3%
WAM
243
Winslow Asset Management
Ohio
$4.77M -$86.6K -992 -2%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$4.63M
IG
245
ING Group
Netherlands
$4.58M +$82.5K +945 +2%
AOWM
246
Alpha Omega Wealth Management
Virginia
$4.57M +$35.9K +411 +0.7%
CA
247
Cullinan Associates
Kentucky
$4.54M -$21.8K -250 -0.4%
FVWA
248
Foster Victor Wealth Advisors
South Carolina
$4.49M +$196K +2,245 +4%
RFC
249
Regions Financial Corp
Alabama
$4.47M +$231K +2,646 +5%
CIA
250
Capital Investment Advisors
Georgia
$4.39M +$612K +7,006 +15%

AEP Hedge Fund Activity: Q3 2021 in Review

1,193 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2021, worth a combined $29.8B — down 4.5% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AEP positions and 81 closed out — a net gain of 19 holders — while 469 added to existing stakes and 361 trimmed.

The largest buyer was Invesco, adding an estimated $159M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.27B.

  • 1,193 institutional investors held American Electric Power (AEP) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $29.8B of American Electric Power stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 100 funds opened new American Electric Power positions in Q3 2021 and 81 closed out, a net change of +19 holders.
  • The largest American Electric Power buyer in Q3 2021 was Invesco, an estimated $159M added.
  • The largest American Electric Power seller in Q3 2021 was T. Rowe Price Associates, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2021.