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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
SFP
1126
Sterling Financial Planning
New Jersey
$17K
BFG
1127
Baron Financial Group
New Jersey
$16.2K
JWBC
1128
John W. Brooker & Co
California
$16K
LWP
1129
Lumature Wealth Partners
Georgia
$16K
RBC
1130
Roble Belko & Company
Pennsylvania
$16K
SC
1131
Steph & Co
Wisconsin
$16K +$17.5K +200 New
KIG
1132
Kowal Investment Group
Wisconsin
$16K +$17.5K +201 New
GEA
1133
Glen Eagle Advisors
New Jersey
$15.4K
WWM
1134
Wolff Wiese Magana
California
$15K +$2.01K +23 +15%
ATC
1135
Adirondack Trust Company
New York
$15K +$10.9K +125 +240%
FCMT
1136
Founders Capital Management (Texas)
Texas
$14K
TCM
1137
Tradewinds Capital Management
Washington
$13K
MFA
1138
McClarren Financial Advisors
Pennsylvania
$13K +$87 +1 +0.6%
CP
1139
Corbenic Partners
Pennsylvania
$13K +$175 +2 +1%
FMTCOCP
1140
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$10.2K -117 -46%
ETI
1141
Enterprise Trust & Investment
California
$11K
BWP
1142
Baldwin Wealth Partners
Massachusetts
$10K
FPB
1143
First PREMIER Bank
South Dakota
$10K
RA
1144
Resolute Advisors
California
$10K
WFA
1145
West Financial Advisors
Iowa
$10K
NFSG
1146
Newbridge Financial Services Group
Florida
$10K +$87 +1 +0.8%
TF
1147
Tompkins Financial
New York
$10K +$10.5K +120 New
AFS
1148
Annapolis Financial Services
Maryland
$9K
DFCM
1149
Dark Forest Capital Management
Puerto Rico
$9K +$10.2K +117 New
ECM
1150
Estabrook Capital Management
New York
$8.12K

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.