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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
SIG
801
Sky Investment Group
Connecticut
$317K
BO
802
BRR OpCo
Ohio
$317K +$18.2K +209 +6%
PFM
803
Parsec Financial Management
North Carolina
$317K +$61.9K +709 +23%
EH
804
Equitable Holdings
New York
$315K +$3.32K +38 +1%
ONB
805
Old National Bancorp
Indiana
$315K +$5.85K +67 +2%
NIM
806
Northeast Investment Management
Massachusetts
$314K +$101K +1,160 +43%
AWP
807
Abacus Wealth Partners
California
$314K -$30.8K -353 -8%
GHAM
808
Gilman Hill Asset Management
Connecticut
$313K -$9.43K -108 -3%
VFP
809
Verus Financial Partners
Virginia
$313K -$2.1K -24 -0.6%
KACA
810
Kayne Anderson Capital Advisors
California
$311K +$54.6K +625 +20%
WAS
811
Wealth Advisory Solutions
Indiana
$310K +$333K +3,816 New
EGA
812
E&G Advisors
Texas
$306K +$329K +3,768 New
MFG
813
Magnus Financial Group
New York
$305K +$262 +3 +0.1%
PCA
814
Personal Capital Advisors
California
$304K -$10M -114,908 -97%
FIM
815
Fruth Investment Management
Texas
$304K -$1.31K -15 -0.4%
NFG
816
Nations Financial Group
Iowa
$302K +$35.8K +410 +12%
BS
817
Banco Santander
Spain
$302K +$325K +3,726 New
AAF
818
Andra AP-fonden
Sweden
$300K -$925K -10,600 -74%
ACP
819
Aviance Capital Partners
Florida
$300K -$6.63K -76 -2%
CSIC
820
Clifford Swan Investment Counsel
California
$299K
PIM
821
Penobscot Investment Management
Massachusetts
$298K
4WM
822
44 Wealth Management
Oregon
$297K +$175 +2 +0.1%
SS
823
Simplicity Solutions
Minnesota
$297K +$70.3K +805 +28%
MA
824
Mutual Advisors
Nebraska
$297K +$319K +3,655 New
BS
825
Boenning & Scattergood
Pennsylvania
$296K -$1.05K -12 -0.3%

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.