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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
KAS
276
Kestra Advisory Services
Texas
$3.68M +$128K +1,469 +3%
PAG
277
Private Advisor Group
New Jersey
$3.65M +$1.03M +11,796 +35%
CCP
278
Corient Capital Partners
California
$3.65M +$167K +1,916 +4%
CB
279
Commerce Bank
Missouri
$3.63M -$29.7K -340 -0.8%
EFIC
280
Eliot Finkel Investment Counsel
California
$3.63M +$55K +630 +1%
SCM
281
Shelton Capital Management
Colorado
$3.62M -$128K -1,471 -3%
O
282
Ossiam
France
$3.52M -$1.16M -13,308 -23%
FVCM
283
F&V Capital Management
Florida
$3.49M -$202K -2,310 -5%
UB
284
UMB Bank
Missouri
$3.48M +$2.18K +25 +0.1%
DC
285
Davenport & Co
Virginia
$3.41M +$86.9K +995 +2%
Capstone Investment Advisors
286
Capstone Investment Advisors
New York
$3.41M +$3.67M +41,989 New
GT
287
Glenmede Trust
Pennsylvania
$3.41M +$1.49M +17,098 +69%
S
288
Seeyond
France
$3.38M -$1.63M -18,692 -31%
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$3.37M
AMG
290
Advisors Management Group
Wisconsin
$3.31M -$27.1K -310 -0.8%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$3.27M +$305K +3,492 +10%
OC
292
Oppenheimer & Co
New York
$3.24M -$32.2K -369 -0.9%
William Blair & Company
293
William Blair & Company
Illinois
$3.23M -$51.1K -585 -1%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$3.2M +$227K +2,606 +7%
ETC
295
Exchange Traded Concepts
Oklahoma
$3.17M +$2.86M +32,796 +522%
CCT
296
Capital City Trust
Florida
$3.15M +$88.1K +1,009 +3%
HCMT
297
Highland Capital Management (Tennessee)
Tennessee
$3.13M -$94.3K -1,080 -3%
MSRPS
298
Maryland State Retirement & Pension System
Maryland
$3.13M
BCM
299
BlueCrest Capital Management
Jersey
$3.12M -$1.11M -12,769 -25%
SI
300
Stephens Inc
Arkansas
$3.11M -$763K -8,740 -19%

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.