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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
FGAM
1026
Financial Gravity Asset Management
Texas
$81K -$87 -1 -33%
AW
1027
Alaethes Wealth
Nevada
$81K
SBL
1028
Sargent Bickham Lagudis
Colorado
$81K
TSW
1029
Thompson Siegel & Walmsley
Virginia
$81K
RMC
1030
Resources Management Corp
Connecticut
$79K
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$78K -$873 -10 -1%
IF
1032
Ironwood Financial
Arizona
$78K +$13.2K +151 +19%
AF
1033
Arrow Financial
New York
$76K -$4.01K -46 -5%
DI
1034
Disciplined Investments
Oklahoma
$76K +$349 +4 +0.4%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$76K +$37.4K +428 +85%
FWM
1036
Focused Wealth Management
New York
$75K +$436 +5 +0.5%
CWA
1037
Clearview Wealth Advisors
Oregon
$75K +$20.2K +231 +34%
AAP
1038
Arax Advisory Partners
Colorado
$73K +$13.5K +155 +21%
FPFS
1039
First Personal Financial Services
North Carolina
$71K
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K -$10.9K -125 -13%
APC
1041
Aspire Private Capital
North Carolina
$70K -$10.5K -120 -12%
ASBI
1042
American State Bank (Iowa)
Iowa
$69.4K
PHK
1043
Point72 Hong Kong
Hong Kong
$68K +$73.1K +837 New
TFS
1044
TrustCore Financial Services
Tennessee
$67K
AS
1045
Altshuler Shaham
Israel
$67K +$1.31K +15 +2%
VNA
1046
Valley National Advisers
Pennsylvania
$66K -$2.62K -30 -4%
SSC
1047
Syverson Strege & Co
Iowa
$64K -$15.4K -176 -18%
SN
1048
Sittner & Nelson
Oregon
$64K
CFD
1049
Creative Financial Designs
Indiana
$63K
HWM
1050
Holloway Wealth Management
Florida
$61K

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.