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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
SMG
701
Smart Money Group
Texas
$427K +$19.7K +226 +4%
DI
702
DAGCO Inc
Ohio
$424K -$3.93K -45 -0.9%
DWA
703
Douglass Winthrop Advisors
New York
$424K
HVIA
704
Hudson Valley Investment Advisors
New York
$423K +$455K +5,209 New
CTA
705
Chesley Taft & Associates
Illinois
$422K +$454K +5,201 New
IIC
706
Ironwood Investment Counsel
Arizona
$419K -$2.27K -26 -0.5%
CIA
707
Cohen Investment Advisors
New Hampshire
$419K +$2.01K +23 +0.4%
LA
708
Latitude Advisors
Florida
$415K +$222K +2,542 +99%
RB
709
Rodgers Brothers
Pennsylvania
$414K
TTWM
710
TCV Trust & Wealth Management
Virginia
$414K +$24.6K +282 +6%
IFWM
711
Institute for Wealth Management
Colorado
$411K -$2.36K -27 -0.5%
DJYG
712
David J. Yvars Group
Florida
$410K
LCM
713
Liberty Capital Management
Michigan
$410K
DJSG
714
D.J. St. Germain
Massachusetts
$410K +$12K +138 +3%
SP
715
Symmetry Partners
Connecticut
$408K
KFA
716
Kelleher Financial Advisors
New York
$407K +$179K +2,053 +69%
SM
717
Sciencast Management
New Jersey
$407K +$433K +4,960 New
LA
718
LexAurum Advisors
Kansas
$406K +$262 +3 +0.1%
ACP
719
Arcus Capital Partners
Georgia
$406K +$23.1K +265 +6%
TC
720
Toews Corporation
New Jersey
$406K +$436K +5,000 New
AI
721
AXS Investments
New York
$406K +$437K +5,005 New
PWW
722
Pettyjohn Wood & White
Virginia
$405K -$14.4K -165 -3%
B
723
Bellecapital
Switzerland
$402K
IFG
724
Independent Financial Group
California
$401K +$2.71K +31 +0.6%
Bessemer Group
725
Bessemer Group
New Jersey
$400K +$64.2K +735 +18%

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.