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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
PCM
676
Parsons Capital Management
Rhode Island
$461K -$21.9K -251 -4%
PWM
677
Perigon Wealth Management
California
$460K -$7.68K -88 -2%
RIL
678
Rothschild Investment LLC
Illinois
$455K -$332K -3,801 -40%
CTA
679
Colonial Trust Advisors
South Carolina
$455K -$8.73K -100 -2%
CHC
680
City Holding Co
West Virginia
$454K
GIA
681
Gladstone Institutional Advisory
Florida
$453K +$187K +2,145 +62%
LFAS
682
Level Four Advisory Services
Texas
$452K -$107K -1,231 -18%
BAM
683
Belpointe Asset Management
Nevada
$451K +$54.8K +628 +13%
SIC
684
Salem Investment Counselors
North Carolina
$450K
MIP
685
Marietta Investment Partners
Wisconsin
$448K
SSA
686
South Street Advisors
New York
$448K
MAM
687
Meeder Asset Management
Ohio
$447K -$1.31K -15 -0.3%
AP
688
Atwood & Palmer
Missouri
$446K
CK
689
Cohen Klingenstein
New York
$446K
DA
690
Detalus Advisors
Missouri
$446K
LIM
691
Longfellow Investment Management
Massachusetts
$445K
AMIM
692
Aull & Monroe Investment Management
Alabama
$443K
AWM
693
Aberdeen Wealth Management
Illinois
$441K +$3.49K +40 +0.7%
PFS
694
Prospera Financial Services
Texas
$437K +$16.1K +184 +4%
BA
695
Bellwether Advisors
Nebraska
$437K +$470K +5,384 New
SNT
696
Security National Trust
West Virginia
$435K
CIC
697
Carnegie Investment Counsel
Ohio
$434K -$3.23K -37 -0.7%
ITIM
698
Indiana Trust & Investment Management
Indiana
$434K +$52K +596 +13%
AT
699
Arden Trust
Delaware
$430K -$102K -1,172 -18%
CWP
700
Concord Wealth Partners
Virginia
$427K -$39.5K -452 -8%

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.