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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
KIA
576
KCM Investment Advisors
California
$649K +$262 +3 +0%
JGUA
577
John G. Ullman & Associates
New York
$648K +$1.31K +15 +0.2%
FAM
578
Fulcrum Asset Management
United Kingdom
$647K
HH
579
Hilltop Holdings
Texas
$645K +$100K +1,148 +17%
NP
580
Ninepoint Partners
Ontario, Canada
$645K +$694K +7,946 New
DCM
581
Donaldson Capital Management
Indiana
$637K +$2.62K +30 +0.4%
AA
582
Ancora Advisors
Ohio
$632K +$25.8K +296 +4%
DW
583
Domani Wealth
Pennsylvania
$631K -$436 -5 -0.1%
CC
584
Chicago Capital
Illinois
$631K
FA
585
FDx Advisors
Illinois
$630K +$24.2K +277 +4%
DWM
586
Doyle Wealth Management
Florida
$628K -$8.64K -99 -1%
Vontobel Holding
587
Vontobel Holding
Switzerland
$625K -$20.9K -239 -3%
PIA
588
Powell Investment Advisors
Florida
$622K
MFS
589
Mirabella Financial Services
United Kingdom
$621K -$4.57M -52,411 -87%
FRM
590
Fox Run Management
Connecticut
$620K +$667K +7,641 New
SWA
591
Stratos Wealth Advisors
Ohio
$619K -$164K -1,875 -20%
FSA
592
Franklin Street Advisors
North Carolina
$619K +$18.6K +213 +3%
IA
593
IFP Advisors
Florida
$617K +$263K +3,011 +66%
RPC
594
Rossmore Private Capital
Connecticut
$616K
MYLI
595
Meiji Yasuda Life Insurance
Japan
$616K +$122K +1,400 +23%
SAM
596
Shell Asset Management
Netherlands
$615K -$1.38M -15,801 -68%
WG
597
Welch Group
Alabama
$615K +$786 +9 +0.1%
PP
598
PDS Planning
Ohio
$614K -$10.4K -119 -2%
AIC
599
Archer Investment Corporation
Indiana
$613K +$170K +1,950 +35%
GTCM
600
Gyon Technologies Capital Management
New Jersey
$610K +$141K +1,615 +27%

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.