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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
Capital World Investors
26
Capital World Investors
California
$242M -$205M -2,345,873 -44%
Amundi
27
Amundi
France
$239M -$31.1M -356,382 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$223M +$17.8M +203,548 +8%
Goldman Sachs
29
Goldman Sachs
New York
$214M +$67.4M +771,596 +42%
MBA
30
Maple-Brown Abbott
Australia
$212M +$19.1M +218,540 +9%
Charles Schwab
31
Charles Schwab
California
$194M +$3.82M +43,797 +2%
Renaissance Technologies
32
Renaissance Technologies
New York
$190M +$109M +1,249,100 +115%
PAMS
33
Pictet Asset Management (Switzerland)
Switzerland
$168M +$181M +2,071,593 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$160M -$4.29M -49,100 -2%
BC
35
Brookfield Corp
Ontario, Canada
$159M +$38.5M +441,428 +29%
PPA
36
Parametric Portfolio Associates
Washington
$142M +$11.8M +135,351 +8%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$139M -$21.3M -244,129 -13%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$127M -$20.5M -235,285 -13%
UBS AM
39
UBS AM
Illinois
$119M -$11.4M -130,764 -8%
EIP
40
Epoch Investment Partners
New York
$113M +$32.8M +375,558 +37%
First Trust Advisors
41
First Trust Advisors
Illinois
$112M -$366K -4,191 -0.3%
Macquarie Group
42
Macquarie Group
Australia
$110M -$3.36M -38,515 -3%
Cohen & Steers
43
Cohen & Steers
New York
$106M +$1.88M +21,500 +2%
Boston Partners
44
Boston Partners
Massachusetts
$104M +$3.12M +35,741 +3%
ZP
45
Zimmer Partners
New York
$102M -$6.7M -76,700 -6%
APG Asset Management
46
APG Asset Management
Netherlands
$100M +$3.11M +35,600 +3%
DPIM
47
Duff & Phelps Investment Management
Illinois
$98.2M -$7.67M -87,886 -7%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$97.4M -$4.11M -47,060 -4%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$92.1M +$6.81M +78,029 +7%
Millennium Management
50
Millennium Management
New York
$89.1M +$6.79M +77,816 +8%

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.