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
IWP
901
Icon Wealth Partners
Texas
$226K +$1.92K +22 +0.8%
ACA
902
Aptus Capital Advisors
Alabama
$226K +$20.9K +240 +9%
CT
903
Coastline Trust
Rhode Island
$225K
AIA
904
Armor Investment Advisors
North Carolina
$224K -$10.5K -120 -4%
BMC
905
Beaton Management Company
Massachusetts
$223K +$240K +2,747 New
CB
906
Cadence Bank
Mississippi
$222K
MSR
907
Main Street Research
Connecticut
$222K
CIAS
908
Capital Investment Advisory Services
North Carolina
$221K +$3.14K +36 +1%
PTC
909
Petrus Trust Company
Texas
$220K +$237K +2,710 New
LI
910
Lafayette Investments
Maryland
$219K
MWM
911
Midwest Wealth Management
Indiana
$219K
BWM
912
Birchcreek Wealth Management
Ohio
$219K +$6.63K +76 +3%
CCP
913
Cassia Capital Partners
North Carolina
$219K +$235K +2,692 New
EN1L
914
Engine No 1 LLC
California
$218K +$234K +2,686 New
PGAM
915
Princeton Global Asset Management
New Jersey
$217K -$21.7K -249 -9%
BL
916
Balentine LLC
Georgia
$217K +$233K +2,674 New
BCM
917
Becker Capital Management
Oregon
$216K -$5.24K -60 -2%
LF
918
Lantz Financial
Illinois
$216K +$9.16K +105 +4%
4WM
919
4J Wealth Management
Virginia
$215K -$2.88K -33 -1%
JC
920
Jacobs & Co
California
$215K
CFG
921
Cooper Financial Group
California
$215K +$232K +2,653 New
WTB
922
Washington Trust Bank
Washington
$213K -$31.2K -357 -12%
DAM
923
Derbend Asset Management
Georgia
$213K
SWM
924
Shakespeare Wealth Management
Wisconsin
$213K
ABC
925
Associated Banc-Corp
Wisconsin
$212K -$6.55K -75 -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.