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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
OAM
501
Oppenheimer Asset Management
New York
$893K +$34.9K +400 +4%
CFGS
502
Concourse Financial Group Securities
Alabama
$890K +$39.8K +456 +4%
NEI
503
Northwest & Ethical Investments
Ontario, Canada
$885K +$951K +10,900 New
AWG
504
Altus Wealth Group
Colorado
$877K +$35.7K +409 +4%
GG
505
Gofen & Glossberg
Illinois
$876K +$47.9K +549 +5%
PA
506
Procyon Advisors
Connecticut
$876K +$89.2K +1,022 +10%
IRC
507
Investors Research Corp
Georgia
$873K
MSA
508
Marino Stram & Associates
Massachusetts
$870K +$935K +10,712 New
WC
509
Whitney & Co
New York
$867K -$17.5K -200 -2%
HSA
510
HBK Sorce Advisory
Pennsylvania
$866K +$74.1K +849 +9%
BCP
511
Blue Chip Partners
Michigan
$861K +$2.62K +30 +0.3%
CAG
512
Csenge Advisory Group
Florida
$856K +$38.9K +446 +4%
Cerity Partners
513
Cerity Partners
New York
$849K -$139K -1,592 -13%
KWM
514
Kingsview Wealth Management
Oregon
$848K +$16.7K +191 +2%
PI
515
PEAK6 Investments
Illinois
$847K +$910K +10,430 New
TCM
516
Twin Capital Management
Pennsylvania
$844K -$84K -962 -8%
SW
517
SVB Wealth
Massachusetts
$841K +$17.2K +197 +2%
FHA
518
Flagship Harbor Advisors
Massachusetts
$840K
CBN
519
Cadence Bank NA
Texas
$839K -$26.2K -300 -3%
GJIC
520
Gamble Jones Investment Counsel
California
$838K +$8.73K +100 +1%
NA
521
NewEdge Advisors
Louisiana
$827K -$94.8K -1,086 -10%
IF
522
Intrua Financial
Texas
$827K +$153K +1,756 +22%
CAC
523
Certified Advisory Corp
Florida
$816K +$10.5K +120 +1%
AAM
524
AR Asset Management
California
$812K
SACTSONJ
525
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$812K

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.