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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
BAM
351
Berkshire Asset Management
Pennsylvania
$2.18M +$149K +1,711 +7%
WPP
352
Whalerock Point Partners
Rhode Island
$2.17M
PFPT
353
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.17M -$18.3K -210 -0.8%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$2.16M -$380K -4,350 -14%
FNBOMD
355
First National Bank of Mount Dora
Florida
$2.16M -$1.16M -13,266 -33%
MC
356
Maverick Capital
Texas
$2.15M +$2.31M +26,421 New
OAM
357
Optimal Asset Management
California
$2.14M +$3.75K +43 +0.2%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.1M -$13.2K -151 -0.6%
RWA
359
River Wealth Advisors
Pennsylvania
$2.1M +$129K +1,480 +6%
UBV
360
United Bank (Virginia)
Virginia
$2.09M
X
361
Xponance
Pennsylvania
$2.06M -$206K -2,355 -8%
EVM
362
Eaton Vance Management
Massachusetts
$2.05M -$753K -8,629 -20%
RC
363
RegentAtlantic Capital
New Jersey
$2.02M +$75.6K +866 +4%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$2.02M +$185K +2,125 +9%
BCV
365
Banque Cantonale Vaudoise
Switzerland
$2M +$956K +10,957 +80%
SWP
366
Stratos Wealth Partners
Ohio
$2M -$187K -2,144 -8%
BGIM
367
Brandywine Global Investment Management
Pennsylvania
$2M -$21K -241 -1%
DTL
368
Dynamic Technology Lab
Singapore
$1.97M +$2.11M +24,206 New
FNT
369
First National Trust
Pennsylvania
$1.95M -$14.1K -162 -0.7%
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$1.92M +$41.6K +477 +2%
WMSA
371
Weiss Multi-Strategy Advisers
New York
$1.92M +$2.06M +23,644 New
KPWS
372
Kestra Private Wealth Services
Texas
$1.91M +$25K +286 +1%
BFIM
373
Beese Fulmer Investment Management
Ohio
$1.88M +$538K +6,165 +36%
HVM
374
Harvest Volatility Management
Connecticut
$1.87M +$763K +8,741 +61%
TA
375
TFG Advisers
Michigan
$1.83M -$11.8K -135 -0.6%

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.