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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
CPC
1076
Consolidated Planning Corp
Georgia
$42K +$45.7K +523 New
HSA
1077
Hussman Strategic Advisors
Maryland
$41K -$131K -1,500 -75%
GAM
1078
Gemmer Asset Management
California
$41K -$1.66K -19 -4%
FNBOSM
1079
First National Bank of South Miami
Florida
$41K
JFA
1080
JNBA Financial Advisors
Minnesota
$41K
LWA
1081
Lowe Wealth Advisors
Maryland
$41K
POIA
1082
Pin Oak Investment Advisors
Texas
$41K
PSB
1083
Piscataqua Savings Bank
New Hampshire
$41K
WLPWM
1084
Walled Lake Planning & Wealth Management
Illinois
$41K +$436 +5 +1%
HI
1085
Hudock Inc
Pennsylvania
$39K -$1.75K -20 -4%
NC
1086
NewSquare Capital
Pennsylvania
$38K
TFGT
1087
TS Financial Group (TSFG)
Illinois
$38K +$349 +4 +0.9%
CPA
1088
Cowen Prime Advisors
New York
$37K
OIA
1089
Optimum Investment Advisors
Illinois
$36K -$16.2K -186 -30%
ONST
1090
Old North State Trust
North Carolina
$36K
SCM
1091
Silvant Capital Management
Georgia
$36K
AIL
1092
AGF Investments LLC
Ontario, Canada
$34K
FFC
1093
First Financial Corp
Indiana
$34K
GFPC
1094
Global Financial Private Client
Florida
$32.6K
EWM
1095
Endurance Wealth Management
Rhode Island
$32K
RIM
1096
Rockbridge Investment Management
New York
$32K
COCM
1097
Charter Oak Capital Management
New Hampshire
$30K
TC
1098
Trust Company
Kansas
$30K
SWA
1099
Sutton Wealth Advisors
Florida
$29.6K +$1.05K +12 +3%
BWM
1100
Baystate Wealth Management
Massachusetts
$29K

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.