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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
BAM
1151
Baldrige Asset Management
Pennsylvania
$8K
HCM
1152
Highlander Capital Management
New Jersey
$8K
PO
1153
Private Ocean
California
$8K
SFA
1154
Semmax Financial Advisors
North Carolina
$8K
RG
1155
Retirement Group
California
$8K +$87 +1 +1%
JWM
1156
Jackson Wealth Management
Florida
$8K +$37.1K +425 +3%
APWA
1157
Atlas Private Wealth Advisors
New Jersey
$7K
SCA
1158
Stuart Chaussee & Associates
California
$7K
EWA
1159
Evolution Wealth Advisors
Florida
$6K
RTC
1160
Riverview Trust Company
Washington
$6K
WIA
1161
Wealthstreet Investment Advisors
Texas
$5K -$85.2K -976 -94%
LFG
1162
Larson Financial Group
Missouri
$5K -$45.2K -518 -89%
AIM
1163
Arcadia Investment Management
Michigan
$5K
DWMG
1164
DB Wealth Management Group
California
$5K
BIA
1165
Bell Investment Advisors
California
$5K +$5.41K +62 New
Nisa Investment Advisors
1166
Nisa Investment Advisors
Missouri
$4.59K +$506K +5,800 +11%
LCM
1167
Logan Capital Management
Pennsylvania
$4K -$3.93K -45 -50%
EW
1168
Evoke Wealth
California
$4K -$2.36K -27 -33%
IPW
1169
IronBridge Private Wealth
Texas
$4K
SIS
1170
Sound Income Strategies
Florida
$4K
BHWM
1171
Bay Harbor Wealth Management
Maryland
$3K -$15.4K -177 -81%
Bank Julius Baer & Co
1172
Bank Julius Baer & Co
Switzerland
$3K -$349 -4 -11%
UFF
1173
USA Financial Formulas
Michigan
$3K -$175 -2 -6%
IFAM
1174
Institutional & Family Asset Management
Colorado
$3K
LWANC
1175
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K

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.