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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
FP
1101
Financial Perspectives
Minnesota
$28.3K
EBA
1102
Eagle Bay Advisors
New York
$28K -$39.8K -456 -56%
TFO
1103
Tarbox Family Office
California
$28K
WPA
1104
West Paces Advisors
Georgia
$27.8K -$6.2K -71 -17%
IAS
1105
IMA Advisory Services
Colorado
$26K
EIP
1106
Ellis Investment Partners
Pennsylvania
$25K +$175 +2 +0.6%
TFIPS
1107
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.4K
CCA
1108
Catalyst Capital Advisors
New York
$24K -$436 -5 -2%
CAGAS
1109
Capital Advisory Group Advisory Services
Minnesota
$24K
CLOS
1110
Compagnie Lombard Odier SCmA
Switzerland
$24K
4FG
1111
4Thought Financial Group
New York
$23K
TWM
1112
Tradition Wealth Management
Minnesota
$23K
WOC
1113
West Oak Capital
California
$23K
FPS
1114
Fieldpoint Private Securities
Connecticut
$23K +$6.98K +80 +39%
UAML
1115
US Asset Management LLC
Pennsylvania
$23K +$24.4K +280 New
KFS
1116
Kelly Financial Services
Massachusetts
$21.5K -$1.92M -21,998 -99%
TCM
1117
TD Capital Management
Tennessee
$20K
WB
1118
Webster Bank
Connecticut
$20K
MCM
1119
MV Capital Management
Maryland
$20K +$5.5K +63 +34%
LWA
1120
Lenox Wealth Advisors
New York
$19K
PWMG
1121
Prestige Wealth Management Group
New Jersey
$19K
CFA
1122
Cahill Financial Advisors
Minnesota
$19K +$20.7K +237 New
NIPH
1123
NN Investment Partners Holdings
Netherlands
$18K -$129K -1,476 -87%
CWC
1124
Carolinas Wealth Consulting
North Carolina
$18K +$87 +1 +0.5%
AWM
1125
Avior Wealth Management
Nebraska
$17K -$50.3K -576 -73%

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.