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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
LS
1001
Leelyn Smith
Illinois
$110K
DSC
1002
Duncker Streett & Co
Missouri
$108K -$5.85K -67 -5%
RE
1003
RBC Europe
United Kingdom
$104K
AWM
1004
AllSquare Wealth Management
New York
$102K
KFI
1005
Key Financial Inc
Pennsylvania
$102K
CCC
1006
Crescent Capital Consulting
Louisiana
$101K
SCA
1007
Stonebridge Capital Advisors
Minnesota
$100K -$123K -1,406 -53%
APW
1008
Acima Private Wealth
Virginia
$99K
CFO
1009
CVA Family Office
Colorado
$99K +$11.3K +130 +12%
FCM
1010
Firestone Capital Management
Florida
$97K
HWA
1011
Heritage Wealth Advisors
Virginia
$96.3K -$30.6K -350 -23%
GWMIA
1012
Global Wealth Management Investment Advisory
Florida
$96K
EWM
1013
Evermay Wealth Management
Virginia
$95K
FCB
1014
First Command Bank
Texas
$95K
FCFS
1015
First Command Financial Services
Texas
$95K
CI Investments Inc
1016
CI Investments Inc
Ontario, Canada
$92K +$4.1K +47 +4%
CCA
1017
Column Capital Advisors
Indiana
$87K
FRA
1018
Front Row Advisors
California
$86K
GWS
1019
Glassman Wealth Services
Virginia
$86K +$2.01K +23 +2%
OC
1020
Oakworth Capital
Alabama
$84K
ME
1021
McIlrath & Eck
Washington
$83K -$37.8K -433 -30%
EL
1022
EMFO LLC
Florida
$82K
LAM
1023
Lountzis Asset Management
Pennsylvania
$81.2K
AWM
1024
Atticus Wealth Management
Florida
$81K -$18.2K -208 -17%
JWA
1025
JFS Wealth Advisors
Pennsylvania
$81K -$11.1K -127 -11%

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.