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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
Luther King Capital Management (LKCM)
651
Luther King Capital Management (LKCM)
Texas
$487K
CAM
652
Centre Asset Management
New York
$485K
YIH
653
Y-Intercept (HK)
Hong Kong
$483K +$519K +5,950 New
JIP
654
Jaffetilchin Investment Partners
Florida
$482K -$18.6K -213 -3%
JAG
655
Journey Advisory Group
Kentucky
$481K +$1.31K +15 +0.3%
WIC
656
Whitegate Investment Counselors
New Hampshire
$479K
AIM
657
Anchor Investment Management
South Carolina
$477K -$34.9K -400 -6%
MYIA
658
Mount Yale Investment Advisors
Colorado
$476K -$8.29K -95 -2%
AWM
659
Altium Wealth Management
New York
$475K -$9.16K -105 -2%
TCOT
660
Trust Company of Toledo
Ohio
$475K -$1.4K -16 -0.3%
OFS
661
Orrstown Financial Services
Pennsylvania
$473K -$69.5K -796 -12%
EFM
662
E Fund Management
China
$472K +$508K +5,814 New
FIM
663
Freedom Investment Management
Connecticut
$471K -$307K -3,521 -38%
NRS
664
Neville Rodie & Shaw
New York
$471K
PIA
665
Pinion Investment Advisors
Kansas
$471K +$10.5K +120 +2%
GFP
666
Gryphon Financial Partners
Ohio
$470K -$24.2K -277 -5%
ARG
667
Advisory Resource Group
Oklahoma
$470K
MWM
668
Mattern Wealth Management
Kansas
$469K
STC
669
Sarah T. Connolly
$469K
IC
670
IEQ Capital
California
$467K +$204K +2,334 +68%
CGL
671
Clarius Group LLC
Washington
$466K +$17.3K +198 +4%
SMC
672
Smith, Moore & Co
Missouri
$465K +$11.2K +128 +2%
PG
673
Pendal Group
Australia
$465K +$52.4K +600 +12%
IHL
674
Investment House LLC
California
$463K
WI
675
WrapManager Inc
California
$462K -$3.4K -39 -0.7%

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.