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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
OQS
551
Occudo Quantitative Strategies
Florida
$732K +$190K +2,175 +32%
OPW
552
Oxler Private Wealth
New York
$730K -$12.4K -142 -2%
FWCM
553
Ferguson Wellman Capital Management
Oregon
$721K
MSU
554
Mizuho Securities USA
New York
$720K -$361K -4,136 -32%
EP
555
Eudaimonia Partners
Tennessee
$713K +$9.69K +111 +1%
FFA
556
Founders Financial Alliance
North Carolina
$709K +$611 +7 +0.1%
BRWA
557
B. Riley Wealth Advisors
Florida
$707K +$47.7K +546 +7%
BSW
558
Buckingham Strategic Wealth
Missouri
$706K -$3.4K -39 -0.4%
VF
559
Virtu Financial
New York
$704K +$757K +8,676 New
JWS
560
Juncture Wealth Strategies
Arizona
$703K +$109K +1,250 +17%
BEI
561
Benjamin Edwards Inc
Missouri
$703K +$663K +7,596 +713%
SFI
562
Siemens Fonds Invest
Germany
$702K +$755K +8,650 New
HPC
563
HM Payson & Co
Maine
$701K
SCM
564
Stevens Capital Management
Pennsylvania
$697K +$749K +8,584 New
GAG
565
GM Advisory Group
New York
$695K
LSA
566
Leonteq Securities AG
Switzerland
$693K +$37.9K +434 +5%
OFG
567
Oxford Financial Group
Indiana
$688K
PMA
568
Prudent Man Advisors
Illinois
$686K -$1.92K -22 -0.3%
SCM
569
Schnieders Capital Management
California
$683K -$4.1K -47 -0.6%
Robeco Institutional Asset Management
570
Robeco Institutional Asset Management
Netherlands
$662K -$983K -11,260 -58%
ANRIA
571
American National Registered Investment Advisor
Texas
$658K -$1.83K -21 -0.3%
PAM
572
Paradigm Asset Management
New York
$658K -$34.9K -400 -5%
SBH
573
Segall Bryant & Hamill
Illinois
$657K +$157K +1,799 +29%
CC
574
Centiva Capital
New York
$654K +$703K +8,057 New
WPC
575
Waters Parkerson & Co
Louisiana
$650K +$17.5K +200 +3%

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.