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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
SFG
476
Summit Financial Group
West Virginia
$1.03M
SPC
477
Sigma Planning Corp
Michigan
$1.03M -$166K -1,900 -13%
SC
478
Searle & Co
Connecticut
$1.01M
BBVA
479
Banco Bilbao Vizcaya Argentaria
Spain
$995K +$20K +229 +2%
FWIA
480
Fort Washington Investment Advisors
Ohio
$990K +$43.6K +500 +4%
FCBT
481
First Citizens Bank & Trust
North Carolina
$988K -$2.53K -29 -0.2%
ECA
482
Elevated Capital Advisors
Utah
$974K +$1.05M +11,997 New
EWA
483
Exencial Wealth Advisors
Oklahoma
$973K +$236K +2,702 +29%
CA
484
Claro Advisors
Massachusetts
$965K -$23.8K -273 -2%
PAMP
485
Polar Asset Management Partners
Ontario, Canada
$964K +$1.04M +11,872 New
CAM
486
Columbia Asset Management
Michigan
$961K -$12.9K -148 -1%
FTDI
487
First Trust Direct Indexing
Massachusetts
$955K +$190K +2,172 +23%
LWAC
488
Laurel Wealth Advisors (California)
California
$949K -$164K -1,879 -14%
GT
489
Greenleaf Trust
Michigan
$944K -$111K -1,267 -10%
AC
490
Allstate Corporation
Illinois
$943K -$156K -1,782 -13%
IWC
491
Integrated Wealth Concepts
Massachusetts
$943K +$239K +2,734 +31%
Wolverine Trading
492
Wolverine Trading
Illinois
$940K +$999K +11,444 New
AMC
493
Asset Management Corp
Illinois
$936K -$117K -1,344 -10%
HB
494
Homrich & Berg
Georgia
$921K +$28.4K +325 +3%
APA
495
American Portfolios Advisors
New York
$918K +$60K +687 +6%
CFN
496
Cordasco Financial Network
Florida
$911K +$1.05K +12 +0.1%
TCMP
497
Thrive Capital Management (Pennsylvania)
Pennsylvania
$907K +$105K +1,198 +12%
PGFC
498
Peapack-Gladstone Financial Corp
New Jersey
$905K +$321K +3,681 +49%
RIM
499
Regent Investment Management
Kentucky
$900K +$236K +2,700 +32%
GI
500
GS Investments
Minnesota
$897K +$965K +11,050 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.