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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
FNFDCM
926
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$212K
HIC
927
Holderness Investments Company
North Carolina
$211K -$59.3K -679 -21%
SIM
928
Sonora Investment Management
Arizona
$211K
RPWA
929
Regent Peak Wealth Advisors
Georgia
$211K +$1.4K +16 +0.6%
BHBT
930
Burke & Herbert Bank & Trust
Virginia
$210K
SWM
931
Spire Wealth Management
Virginia
$210K +$786 +9 +0.3%
RT
932
Rockland Trust
Massachusetts
$210K +$226K +2,587 New
AWA
933
Arete Wealth Advisors
Illinois
$210K +$226K +2,590 New
MOS
934
MGO One Seven
Ohio
$209K -$522K -5,981 -71%
IA
935
IFG Advisory
Georgia
$209K +$175 +2 +0.1%
CBT
936
CoreFirst Bank & Trust
Kansas
$208K
SMH
937
Sanders Morris Harris
Texas
$208K
GAB
938
German American Bancorp
Indiana
$207K
LBC
939
Lowe Brockenbrough & Co
Virginia
$207K
FFG
940
Frisch Financial Group
New York
$206K +$1.83K +21 +0.8%
RFN
941
RDA Financial Network
Iowa
$205K +$220K +2,521 New
CPA
942
Clear Perspective Advisors
Illinois
$204K -$2.18K -25 -1%
SFS
943
Summit Financial Strategies
Ohio
$204K -$1.92K -22 -0.9%
RA
944
RFG Advisory
Alabama
$204K +$262 +3 +0.1%
CAMG
945
CWA Asset Management Group
Florida
$204K +$8.03K +92 +4%
EFSCE
946
Enterprise Financial Services Corp (EFSC)
Missouri
$204K +$124K +1,425 +130%
RWP
947
RWA Wealth Partners
Massachusetts
$203K -$1.4K -16 -0.6%
FFG
948
Fortem Financial Group
California
$202K +$1.57K +18 +0.7%
CIC
949
Cutler Investment Counsel
Oregon
$201K -$10.9K -125 -5%
MS
950
Madden Securities
Texas
$201K -$873 -10 -0.4%

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.