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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
Fayez Sarofim & Co
851
Fayez Sarofim & Co
Texas
$275K
SG
852
StoneX Group
New York
$273K +$4.63K +53 +2%
JIC
853
Joel Isaacson & Co
New York
$272K -$6.02K -69 -2%
FDS
854
First Dallas Securities
Texas
$272K
DLA
855
Douglas Lane & Associates
New York
$270K +$5.41K +62 +2%
OPS
856
Orion Portfolio Solutions
Nebraska
$269K +$51K +584 +21%
PP
857
Palladium Partners
Virginia
$265K -$45.2K -518 -14%
First Manhattan
858
First Manhattan
New York
$263K -$99.9K -1,144 -26%
FM
859
Family Management
New York
$263K -$1.4K -16 -0.5%
NP
860
NorthRock Partners
Minnesota
$263K +$50.7K +581 +22%
CPA
861
Court Place Advisors
Maryland
$262K
JF
862
Jump Financial
Illinois
$262K +$282K +3,228 New
OTPPB
863
Ontario Teachers' Pension Plan Board
Ontario, Canada
$261K +$9.86K +113 +4%
CT
864
Chicago Trust
Illinois
$260K
WCM
865
WealthBridge Capital Management
Ohio
$260K +$175 +2 +0.1%
MW
866
Marcum Wealth
Ohio
$260K +$71.1K +815 +34%
SBIA
867
Sheaff Brock Investment Advisors
Indiana
$259K -$2.18K -25 -0.8%
GWSG
868
GPS Wealth Strategies Group
Colorado
$251K +$42.1K +482 +18%
BIM
869
Bridges Investment Management
Nebraska
$250K
TIA
870
Tiemann Investment Advisors
California
$247K
WCA
871
Windsor Creek Advisors
Vermont
$247K +$1.14K +13 +0.4%
TAM
872
Townsend Asset Management
North Carolina
$245K
SOAMC
873
Spirit of America Management Corp
New York
$244K
JC
874
JB Capital
Connecticut
$244K +$262K +3,003 New
DAM
875
Delta Asset Management
Tennessee
$243K

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.