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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
LIM
826
Lathrop Investment Management
Arkansas
$295K -$42.7K -489 -12%
PPP
827
Private Portfolio Partners
New Jersey
$295K -$53.9K -618 -15%
AII
828
AGF Investments Inc
Ontario, Canada
$292K -$12.6K -144 -4%
PIM
829
Perpetual Investment Management
Australia
$292K
GLA
830
Good Life Advisors
Pennsylvania
$291K -$55.8K -639 -15%
DBT
831
Dubuque Bank & Trust
Iowa
$291K
HFM
832
Hartford Financial Management
Connecticut
$291K +$6.9K +79 +2%
AWAG
833
ARS Wealth Advisors Group
Florida
$291K +$313K +3,586 New
1832 Asset Management
834
1832 Asset Management
Ontario, Canada
$290K +$306K +3,510 New
SFA
835
Sequoia Financial Advisors
Ohio
$288K -$712K -8,157 -70%
LIM
836
Leavell Investment Management
Alabama
$287K -$16.2K -186 -5%
IFA
837
Interactive Financial Advisors
Illinois
$284K
MC
838
Mathes Company
New York
$284K
RHBC
839
R.H. Bluestein & Co
Michigan
$284K
CAM
840
Cypress Asset Management
Texas
$282K -$4.37K -50 -1%
FANJ
841
Financial Architects (New Jersey)
New Jersey
$282K +$262 +3 +0.1%
MWM
842
Mission Wealth Management
California
$281K -$92.2K -1,056 -23%
WSTAM
843
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$220K -2,518 -42%
APG
844
Abacus Planning Group
South Carolina
$280K
LW
845
Linscomb Wealth
Texas
$278K
Fisher Asset Management
846
Fisher Asset Management
Washington
$277K +$298K +3,415 New
SAM
847
Silvercrest Asset Management
New York
$276K -$17.5K -200 -6%
RCA
848
Ranch Capital Advisors
Florida
$276K
RB
849
Renasant Bank
Mississippi
$275K -$6.55K -75 -2%
BFC
850
Bedel Financial Consulting
Indiana
$275K

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.