We are live on ! Find out more
AEP icon

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
AHB
751
Abner Herrman & Brock
New Jersey
$371K +$127K +1,450 +47%
BA
752
Bridgewater Advisors
New York
$370K
SYBT
753
Stock Yards Bank & Trust
Kentucky
$368K +$74.2K +850 +23%
FBB
754
Fulton Breakefield Broenniman
Maryland
$367K
RAM
755
Roanoke Asset Management
New Jersey
$366K +$26.2K +300 +7%
SAM
756
Seelaus Asset Management
New Jersey
$365K +$393K +4,500 New
HCP
757
Hexagon Capital Partners
Arkansas
$364K +$10K +115 +3%
UCMOK
758
United Capital Management of KS
Kansas
$364K +$46.8K +536 +14%
MP
759
McDonald Partners
Ohio
$363K +$19.6K +225 +5%
IAN
760
Integrated Advisors Network
Texas
$363K +$63.9K +732 +20%
WSFS
761
Wilmington Savings Fund Society
Delaware
$362K -$1.05K -12 -0.3%
TPWA
762
TRUE Private Wealth Advisors
Oregon
$362K
SDAM
763
Shulman DeMeo Asset Management
New York
$362K +$389K +4,458 New
NB
764
Northwest Bancshares
Pennsylvania
$360K
CWM
765
Cornerstone Wealth Management
Missouri
$360K +$1.31K +15 +0.3%
BBNA
766
Bremer Bank National Association
Minnesota
$358K +$13.5K +155 +4%
CT
767
Caldwell Trust
Florida
$357K +$611 +7 +0.2%
FFN
768
Focus Financial Network
Minnesota
$356K
S
769
SignatureFD
Georgia
$356K -$1.14K -13 -0.3%
Jones Financial Companies
770
Jones Financial Companies
Missouri
$356K +$30.2K +346 +9%
MA
771
MUFG Americas
New York
$355K -$42.2K -483 -10%
KMWM
772
Keudell/Morrison Wealth Management
Oregon
$355K
FCI
773
Financial Counselors Inc
Kansas
$355K +$19.7K +226 +5%
APP
774
Avantax Planning Partners
Iowa
$353K -$44.3K -507 -10%
CS
775
Cannell & Spears
New York
$353K

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.