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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
BMSSC
601
B. Metzler seel. Sohn & Co
Germany
$608K
EWM
602
Evercore Wealth Management
New York
$606K
AIC
603
Ameritas Investment Company
Nebraska
$604K +$396K +4,535 +156%
CC
604
Constitution Capital
Connecticut
$603K +$13.1K +150 +2%
SSB
605
Sandy Spring Bank
Maryland
$600K +$91.3K +1,046 +16%
GCMG
606
Gyroscope Capital Management Group
Florida
$599K +$6.2K +71 +1%
CI
607
Conning Inc
Connecticut
$598K -$54.1K -620 -8%
SS
608
Sunbelt Securities
Texas
$591K
CAI
609
Capital Advisors Inc
Oklahoma
$590K -$27.8K -319 -4%
GBT
610
Grove Bank & Trust
Florida
$588K +$52.4K +600 +9%
BO
611
Bank OZK
Arkansas
$584K -$67.7K -775 -10%
GSWM
612
Golden State Wealth Management
California
$583K
BCM
613
Bayesian Capital Management
New York
$583K +$627K +7,181 New
LIA
614
LS Investment Advisors
Michigan
$582K
BFS
615
Bard Financial Services
Connecticut
$581K
VAS
616
Vestmark Advisory Solutions
Massachusetts
$579K +$160K +1,832 +35%
WA
617
WBH Advisory
Maryland
$569K +$175 +2 +0%
MC
618
Machina Capital
France
$568K +$611K +7,002 New
SC
619
Savant Capital
Illinois
$567K +$122K +1,393 +25%
WG
620
Winton Group
United Kingdom
$564K +$97.7K +1,119 +19%
MAFM
621
Mid Atlantic Financial Management
Pennsylvania
$563K -$873 -10 -0.1%
PA
622
Parallel Advisors
California
$563K +$27K +309 +5%
AG
623
AlphaSimPlex Group
Massachusetts
$559K -$705K -8,078 -54%
GLLW
624
Graves Light Lenhart Wealth
Virginia
$553K +$2.53K +29 +0.4%
EHC
625
Everett Harris & Co
California
$551K

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.