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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
DAS
951
Dynamic Advisor Solutions
Arizona
$201K +$217K +2,481 New
CBT
952
Central Bank & Trust
Kentucky
$195K
HFS
953
Hantz Financial Services
Michigan
$195K
GI
954
Gradient Investments
Minnesota
$188K +$6.72K +77 +3%
TCWM
955
Total Clarity Wealth Management
Illinois
$182K -$199K -2,279 -50%
PWA
956
Phoenix Wealth Advisors
North Carolina
$181K
PCFFS
957
Pacific Center for Financial Services
California
$177K
BAM
958
Barrett Asset Management
New York
$174K +$27.1K +310 +17%
BC
959
Bartlett & Co
Ohio
$172K -$9.6K -110 -5%
FCA
960
FinTrust Capital Advisors
South Carolina
$172K -$8.73K -100 -5%
VWA
961
V Wealth Advisors
Kansas
$172K +$185K +2,122 New
BCWM
962
Bartlett & Co Wealth Management
Ohio
$172K -$9.6K -110 -5%
JGIA
963
Jackson Grant Investment Advisers
Connecticut
$171K +$524 +6 +0.3%
AF
964
Advisornet Financial
Minnesota
$171K +$43.6K +500 +31%
CI
965
CX Institutional
Indiana
$170K -$11.9K -136 -6%
TF
966
TimeScale Financial
Massachusetts
$170K +$698 +8 +0.4%
JFGIW
967
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K -$3.23K -37 -2%
PFGIA
968
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$8.29K +95 +5%
TWA
969
TCI Wealth Advisors
Arizona
$164K -$35.9K -411 -17%
RFA
970
Reilly Financial Advisors
California
$164K -$4.71K -54 -3%
FA
971
Financial Advantage
Maryland
$162K
ODG
972
O'Dell Group
Ohio
$161K -$43.6K -500 -20%
LAS
973
Lloyd Advisory Services
Georgia
$161K +$6.55K +75 +4%
BCA
974
Berman Capital Advisors
Georgia
$161K +$57.5K +659 +49%
PB
975
Pinnacle Bancorp
Nebraska
$157K

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.