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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
Caisse de Depot et Placement du Quebec (CDPQ)
776
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349K
MCP
777
Mirador Capital Partners
California
$349K +$14.5K +166 +4%
LDFR
778
Lehman & Derafelo Financial Resources
Pennsylvania
$348K -$86.2K -987 -19%
MCWS
779
McKinley Carter Wealth Services
West Virginia
$348K +$14K +160 +4%
CS
780
Comerica Securities
Michigan
$348K +$33K +378 +10%
9WM
781
9258 Wealth Management
Ohio
$347K +$698 +8 +0.2%
AWM
782
Apollon Wealth Management
South Carolina
$347K +$373K +4,269 New
WF
783
Welch & Forbes
Massachusetts
$345K +$18.3K +210 +5%
MBTD
784
Mechanics Bank - Trust Department
California
$344K
WT
785
Washington Trust
Rhode Island
$342K
PTP
786
Platform Technology Partners
New York
$341K -$53.6K -614 -13%
FG
787
Fiduciary Group
Georgia
$338K
WAP
788
Wealthcare Advisory Partners
Pennsylvania
$338K +$1.22K +14 +0.3%
CCM
789
Compton Capital Management
Rhode Island
$335K
TVWM
790
Tower View Wealth Management
Wisconsin
$334K
CA
791
Calton & Associates
Florida
$333K -$164K -1,880 -31%
FAIM
792
Financial Advocates Investment Management
Washington
$333K +$21.8K +250 +6%
MFW
793
Meristem Family Wealth
Minnesota
$333K +$51.2K +586 +17%
GWM
794
GSB Wealth Management
Connecticut
$330K -$356K -4,075 -50%
GVAG
795
Great Valley Advisor Group
Delaware
$330K +$7.33K +84 +2%
ACS
796
Archford Capital Strategies
Illinois
$327K -$2.44K -28 -0.7%
CA
797
Continuum Advisory
Idaho
$325K +$39.7K +455 +13%
AAM
798
Aureus Asset Management
Massachusetts
$325K +$43K +493 +14%
Lido Advisors
799
Lido Advisors
California
$322K +$346K +3,968 New
BTW
800
Boston Trust Walden
Massachusetts
$318K +$8.55K +98 +3%

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.