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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
PTC
526
Private Trust Company
Ohio
$798K +$30K +344 +4%
AF
527
Allworth Financial
California
$798K +$481K +5,511 +128%
LMAM
528
Legg Mason Asset Management
Japan
$792K +$52.4K +600 +7%
HBWM
529
Hollow Brook Wealth Management
New York
$789K +$4.71K +54 +0.6%
VIA
530
Vident Investment Advisory
Georgia
$787K +$186K +2,130 +28%
BJL
531
Brighton Jones LLC
Washington
$782K -$232K -2,657 -22%
PHS
532
Pekin Hardy Strauss
Illinois
$781K
ESCM
533
Echo Street Capital Management
New York
$780K +$838K +9,603 New
NL
534
Navalign LLC
California
$778K -$5.85K -67 -0.7%
BPM
535
Bowling Portfolio Management
Ohio
$778K -$4.63K -53 -0.6%
FLI
536
Family Legacy Inc
South Carolina
$776K
PWP
537
Principle Wealth Partners
Connecticut
$772K +$2.36K +27 +0.3%
AWM
538
Aevitas Wealth Management
Massachusetts
$772K +$2.88K +33 +0.3%
QC
539
Quadrature Capital
United Kingdom
$771K +$829K +9,501 New
WA
540
Wealth Alliance
New York
$766K +$23.1K +265 +3%
PAM
541
Premier Asset Management
Illinois
$764K +$226K +2,591 +38%
BAM
542
Blueshift Asset Management
New Jersey
$763K +$552K +6,320 +205%
WP
543
WealthPLAN Partners
Nebraska
$759K +$27.4K +314 +4%
ED
544
Exane Derivatives
France
$751K +$104K +1,189 +15%
CDH
545
Charles D. Hyman
$739K
TBA
546
Tower Bridge Advisors
Pennsylvania
$739K +$532K +6,100 +203%
TI
547
Tidal Investments
Wisconsin
$735K +$349K +4,002 +79%
GPA
548
Garrison Point Advisors
California
$733K -$19.2K -220 -2%
KFP
549
KMG Fiduciary Partners
Ohio
$733K +$85.3K +977 +12%
WANY
550
Wealthspire Advisors (New York)
New York
$732K -$13.2K -151 -2%

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.