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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
CAL
251
Capital Analysts LLC
Pennsylvania
$4.33M +$161K +1,847 +4%
KBC Group
252
KBC Group
Belgium
$4.31M -$4.63M -53,097 -50%
VFM
253
Viking Fund Management
North Dakota
$4.3M
NAM
254
Nissay Asset Management
Japan
$4.25M +$209K +2,398 +5%
TU
255
TDAM USA
Ontario, Canada
$4.14M -$44.5K -510 -1%
TCM
256
Telos Capital Management
California
$4.13M +$129K +1,476 +3%
LC
257
LNZ Capital
New York
$4.06M -$8.73M -100,000 -67%
EIA
258
Eastover Investment Advisors
North Carolina
$4.04M +$144K +1,653 +3%
MML Investors Services
259
MML Investors Services
Massachusetts
$4.04M +$733K +8,398 +20%
RIM
260
Redpoint Investment Management
Australia
$4.03M -$9.95K -114 -0.2%
TI
261
Trexquant Investment
Connecticut
$4.03M +$4.33M +49,648 New
Wealthfront Advisers
262
Wealthfront Advisers
California
$4.01M +$429K +4,912 +11%
PPW
263
Parcion Private Wealth
Washington
$3.99M -$84.1K -963 -2%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$3.99M +$384K +4,402 +10%
NB
265
Norinchukin Bank
Japan
$3.98M +$166K +1,900 +4%
CPO
266
Cerity Partners OCIO
New York
$3.9M +$334K +3,830 +9%
VLKIM
267
Van Lanschot Kempen Investment Management
Netherlands
$3.9M +$690K +7,901 +20%
CWM
268
CIBC World Markets
New York
$3.89M +$681K +7,805 +19%
AssetMark Inc
269
AssetMark Inc
California
$3.86M +$3.87M +44,390 +1,389%
CCG
270
Cypress Capital Group
Florida
$3.85M +$42.3K +485 +1%
RWM
271
Rench Wealth Management
Texas
$3.81M +$133K +1,524 +3%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$3.79M +$278K +3,185 +7%
HIMCH
273
Hartford Investment Management Co (HIMCO)
Connecticut
$3.79M -$520K -5,956 -11%
MF
274
Magnetar Financial
Illinois
$3.74M +$3.68M +42,102 +1,060%
RIA
275
Regal Investment Advisors
Michigan
$3.7M +$100K +1,148 +3%

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.