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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
WFI
726
West Family Investments
California
$400K +$109K +1,246 +34%
EWM
727
Empirical Wealth Management
Washington
$399K -$1.4K -16 -0.3%
RIA
728
Realta Investment Advisors
Delaware
$399K +$30.4K +348 +8%
DT
729
Diversified Trust
Tennessee
$399K +$184K +2,113 +76%
GT
730
Glenview Trust
Kentucky
$398K -$43.9K -503 -9%
APP
731
Alpha Paradigm Partners
Illinois
$396K -$194K -2,221 -31%
FNBSF
732
First National Bank Sioux Falls
South Dakota
$396K
OIA
733
OneDigital Investment Advisors
Kansas
$395K +$27.1K +311 +7%
THWM
734
Taylor Hoffman Wealth Management
Virginia
$389K +$20.2K +231 +5%
SA
735
Strategic Advisors
New York
$388K +$142K +1,625 +51%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$388K
MMG
737
Monetary Management Group
Missouri
$387K +$166K +1,900 +66%
BBA
738
BLB&B Advisors
Pennsylvania
$386K -$58K -665 -12%
GCM
739
Gables Capital Management
Florida
$385K
HIA
740
Harbor Investment Advisory
Maryland
$384K +$34.7K +398 +9%
CG
741
Colony Group
Massachusetts
$383K +$12.6K +144 +3%
ZCM
742
Ziegler Capital Management
Illinois
$382K +$40.7K +466 +11%
FF
743
FourThought Financial
Florida
$381K -$2.71K -31 -0.7%
SIM
744
Sentry Investment Management
Wisconsin
$380K -$59.7K -684 -13%
KFA
745
Krane Funds Advisors
New York
$379K +$407K +4,667 New
HI
746
Horizon Investments
North Carolina
$379K +$411K +4,707 New
MAM
747
Mastrapasqua Asset Management
Tennessee
$375K -$134K -1,531 -25%
CA
748
Clearstead Advisors
Ohio
$375K -$15.4K -176 -4%
QCG
749
Quadrant Capital Group
Ohio
$373K -$6.02K -69 -1%
SF
750
Summit Financial
New Jersey
$372K +$400K +4,585 New

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.