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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
SB
301
Simmons Bank
Arkansas
$3.09M +$91.1K +1,044 +3%
VI
302
Vestcor Inc
New Brunswick, Canada
$3.08M -$129K -1,475 -4%
SSA
303
Schonfeld Strategic Advisors
New York
$3.08M -$7.52M -86,100 -69%
BWM
304
BerganKDV Wealth Management
Minnesota
$3.04M +$509K +5,828 +18%
SCM
305
Symons Capital Management
Pennsylvania
$3.04M -$235K -2,691 -7%
N
306
Natixis
France
$3.04M +$2.36M +27,006 +259%
NSIM
307
North Star Investment Management
Illinois
$3.02M +$62.6K +717 +2%
PAI
308
Pittenger & Anderson Inc
Nebraska
$3.01M +$49.8K +570 +2%
CAN
309
Cetera Advisor Networks
California
$2.95M +$800K +9,162 +34%
PLFAM
310
Pineno Levin & Ford Asset Management
Virginia
$2.93M +$61.1K +700 +2%
SCM
311
Spreng Capital Management
Ohio
$2.92M +$48.1K +551 +2%
SPIA
312
Steward Partners Investment Advisory
New York
$2.9M -$76K -871 -2%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$2.89M -$43.7K -501 -1%
SIP
314
Stoneridge Investment Partners
Pennsylvania
$2.88M -$164K -1,875 -5%
JWM
315
Jeppson Wealth Management
California
$2.87M +$93.4K +1,070 +3%
DILIC
316
Dai-ichi Life Insurance Company
Japan
$2.86M
SAM
317
Sabadell Asset Management
Spain
$2.85M
CTI
318
Community Trust & Investment
Kentucky
$2.79M +$1.9M +21,779 +174%
BCMO
319
Buckingham Capital Management (Ohio)
Ohio
$2.77M -$29.1K -333 -1%
RCIM
320
Russell Clark Investment Management
United Kingdom
$2.76M +$2.97M +34,000 New
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$2.74M -$29.1K -333 -1%
CIC
322
Cornercap Investment Counsel
Georgia
$2.71M -$96.6K -1,107 -3%
Thrivent Financial for Lutherans
323
Thrivent Financial for Lutherans
Minnesota
$2.7M -$17M -194,773 -85%
NMERB
324
New Mexico Educational Retirement Board
New Mexico
$2.66M -$34.9K -400 -1%
Walleye Trading
325
Walleye Trading
New York
$2.65M +$2.85M +32,686 New

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.