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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
JCM
976
Jacobi Capital Management
Pennsylvania
$153K +$19.5K +223 +13%
SWM
977
Selective Wealth Management
Virginia
$153K +$26.2K +300 +19%
DWP
978
Destiny Wealth Partners
Florida
$152K +$163K +1,871 New
MA
979
MCF Advisors
Kentucky
$149K +$19.6K +225 +14%
WQ
980
Wealth Quarterback
New Jersey
$147K +$1.55M +17,765 +805%
PCG
981
Private Capital Group
Connecticut
$144K
ST
982
Smithfield Trust
Pennsylvania
$141K -$45.3K -519 -23%
CWM
983
Cranbrook Wealth Management
Michigan
$140K +$1.75K +20 +1%
TH
984
TCTC Holdings
Texas
$139K
MCM
985
Manchester Capital Management
Vermont
$139K +$4.54K +52 +3%
BWL
986
Bogart Wealth LLC
Virginia
$132K -$6.29K -72 -4%
JMF
987
Johnson Midwest Financial
Iowa
$132K
GRP
988
Global Retirement Partners
California
$130K +$5.33K +61 +4%
WBC
989
West Branch Capital
Massachusetts
$126K
PMFA
990
Plante Moran Financial Advisors
Michigan
$126K +$43.5K +498 +47%
KTC
991
Kistler-Tiffany Companies
Pennsylvania
$119K
LC
992
Lindbrook Capital
California
$119K
PCTC
993
Perkins Coie Trust Company
Washington
$118K
SAM
994
S.A. Mason
Michigan
$118K
MRCM
995
M&R Capital Management
New Jersey
$117K
BU
996
BBVA USA
Alabama
$116K
SWM
997
Sugarloaf Wealth Management
Georgia
$114K -$8.9K -102 -7%
LWM
998
Liberty Wealth Management
California
$114K +$59.1K +677 +98%
MHR
999
Matthew Hamilton Rosenberg
$110K -$63.5K -727 -35%
BCM
1000
Blume Capital Management
California
$110K -$5.33K -61 -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.