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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
PP
1176
Pacifica Partners
Canada
$3K
TLFA
1177
True Link Financial Advisors
California
$3K
WWMSC
1178
Wagner Wealth Management (South Carolina)
South Carolina
$3K
PPWM
1179
PFG Private Wealth Management
Florida
$3K +$3.67K +42 New
FWM
1180
Filbrandt Wealth Management
Wisconsin
$2K
HR
1181
Howe & Rusling
New York
$2K
JWM
1182
Janiczek Wealth Management
Colorado
$2K
BBHC
1183
Brown Brothers Harriman & Co
New York
$1.34K -$174K -1,989 -11%
AWMS
1184
Advocacy Wealth Management Services
Georgia
$1K
CMBA
1185
C.M. Bidwell & Associates
Hawaii
$1K
FMP
1186
Financial Management Professionals
Texas
$1K
HDIM
1187
Hanson & Doremus Investment Management
Vermont
$1K +$698 +8 New
CCM
1188
Cribstone Capital Management
Maine
$1K +$1.05K +12 New
EWM
1189
Edge Wealth Management
New York
$1K +$1.31K +15 New
RWML
1190
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$974
WIM
1191
Westside Investment Management
California
$108 +$2.53K +29 +2%
ZIC
1192
ZWJ Investment Counsel
Georgia
-$24.7M -291,925 Closed
Royal London Asset Management
1193
Royal London Asset Management
United Kingdom
-$15.8M -186,288 Closed
Balyasny Asset Management
1194
Balyasny Asset Management
Illinois
-$11.7M -138,002 Closed
CC
1195
Coann Capital
Connecticut
-$10.2M -120,996 Closed
QIM
1196
Quantitative Investment Management
Virginia
-$4.11M -48,639 Closed
II
1197
Inspire Investing
Idaho
-$2.88M -34,087 Closed
NW
1198
NewEdge Wealth
Pennsylvania
-$2.82M -33,292 Closed
OMC
1199
Old Mission Capital
Illinois
-$2.71M -31,972 Closed
QSS
1200
Quantitative Systematic Strategies
Florida
-$2.62M -30,939 Closed

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.