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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
TI
1051
Truehand Inc
New Hampshire
$61K
NL
1052
NVWM LLC
Pennsylvania
$60K -$4.28K -49 -6%
1IA
1053
1834 Investment Advisors
Wisconsin
$60K
RAM
1054
Riggs Asset Management
Pennsylvania
$60K
DOA
1055
D'Orazio & Associates
Virginia
$58K
PA
1056
PSI Advisors
Florida
$58K +$62K +710 New
JIR
1057
James Investment Research
Ohio
$57K -$48K -550 -44%
CCMW
1058
Cypress Capital Management (Wyoming)
Wyoming
$57K
TIM
1059
Tortoise Investment Management
New York
$57K
SFPG
1060
Stonebridge Financial Planning Group
Florida
$56K -$10.5K -120 -15%
LF
1061
Lee Financial
Texas
$56K
GKWIM
1062
Gerber Kawasaki Wealth & Investment Management
California
$54K +$59.1K +677 New
AA
1063
Addison Advisors
Vermont
$51K
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
$51K +$20.9K +240 +62%
CH
1065
Canton Hathaway
Rhode Island
$50K +$27.5K +315 +105%
ACA
1066
Atlas Capital Advisors
Wyoming
$49.5K
CT
1067
Clearstead Trust
Maine
$48K
NIM
1068
NuWave Investment Management
New Jersey
$48K +$9.34K +107 +22%
TFM
1069
TFC Financial Management
Massachusetts
$47K
CC
1070
Corsicana & Co
Texas
$45K
VCM
1071
Versant Capital Management
Arizona
$44K -$6.72K -77 -12%
ADL
1072
Asset Dedication LLC
California
$43K -$524 -6 -1%
KPCM
1073
Kings Point Capital Management
New York
$43K
CB
1074
CNB Bank
Pennsylvania
$42K
SWA
1075
SOA Wealth Advisors
New York
$42K +$6.46K +74 +16%

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.