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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
C
626
Certuity
Florida
$548K +$197K +2,260 +50%
MG
627
Mather Group
Illinois
$545K -$8.9K -102 -1%
AWA
628
Arkadios Wealth Advisors
Georgia
$541K +$38.5K +441 +7%
SCA
629
Snowden Capital Advisors
New York
$537K +$39.4K +451 +7%
SC
630
SouthState Corp
Florida
$536K +$12.2K +140 +2%
NFGCM
631
Norman Fields Gottscho Capital Management
New York
$533K -$4.37K -50 -0.8%
KA
632
Kovack Advisors
Florida
$529K +$45.8K +525 +9%
CMO
633
Covenant Multifamily Offices
Texas
$527K
SXL
634
Summit X LLC
Missouri
$525K -$10.6K -122 -2%
DCM
635
Dupont Capital Management
Delaware
$521K -$350K -4,014 -38%
KWM
636
Keebeck Wealth Management
Illinois
$521K
IAA
637
Independent Advisor Alliance
North Carolina
$521K +$55.8K +639 +11%
CA
638
Cornerstone Advisory
Maryland
$519K
BCA
639
Bay Colony Advisors
Massachusetts
$519K +$20K +229 +4%
CFA
640
Carroll Financial Associates
North Carolina
$518K +$1.75K +20 +0.3%
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$518K +$12.4K +142 +2%
TNB
642
Thomasville National Bank
Georgia
$515K -$51.5K -590 -9%
BOH
643
Bank of Hawaii
Hawaii
$513K -$239K -2,741 -30%
KFGK
644
Keystone Financial Group (Kentucky)
Kentucky
$511K +$1.66K +19 +0.3%
EF
645
Empirical Finance
Pennsylvania
$506K +$30.8K +353 +6%
BCM
646
Birmingham Capital Management
Alabama
$501K -$8.73K -100 -2%
CPIA
647
Cornell Pochily Investment Advisors
New York
$500K -$6.72K -77 -1%
DP
648
Dearborn Partners
Illinois
$495K +$3.14K +36 +0.6%
CCA
649
Checchi Capital Advisers
California
$493K -$12K -138 -2%
WSCM
650
Wellington Shields Capital Management
New York
$492K

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.