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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
Voloridge Investment Management
1201
Voloridge Investment Management
Florida
-$1.19M -14,095 Closed
B
1202
BP
United Kingdom
-$951K -11,237 Closed
SFS
1203
Solitude Financial Services
Virginia
-$832K -9,835 Closed
IC
1204
Inscription Capital
Texas
-$802K -9,478 Closed
GSC
1205
Ground Swell Capital
South Carolina
-$780K -9,217 Closed
FWM
1206
Foresight Wealth Management
Utah
-$753K -8,901 Closed
VA
1207
Valmark Advisers
Ohio
-$678K -8,017 Closed
MWM
1208
Meridian Wealth Management
Kentucky
-$675K -7,975 Closed
VI
1209
Versor Investments
New York
-$660K -7,800 Closed
CST
1210
Charles Schwab Trust
Nevada
-$634K -7,500 Closed
AWCI
1211
Alpine Woods Capital Investors
New York
-$461K -5,450 Closed
HPWM
1212
Highland Private Wealth Management
Washington
-$420K -4,967 Closed
BFA
1213
Brendel Financial Advisors
New Hampshire
-$405K -4,786 Closed
DS
1214
DRW Securities
Illinois
-$390K -4,605 Closed
NICM
1215
Neo Ivy Capital Management
New York
-$356K -4,212 Closed
CF
1216
Clarity Financial
Texas
-$338K -4,000 Closed
SM
1217
SG3 Management
Puerto Rico
-$338K -4,000 Closed
IWM
1218
IHT Wealth Management
Illinois
-$332K -3,924 Closed
LWM
1219
Laidlaw Wealth Management
New York
-$300K -3,545 Closed
RCM
1220
Radnor Capital Management
Pennsylvania
-$296K -3,503 Closed
PCIA
1221
Prime Capital Investment Advisors
Kansas
-$258K -3,051 Closed
BC
1222
Bridgefront Capital
Texas
-$252K -2,983 Closed
ALAM
1223
Asahi Life Asset Management
Japan
-$250K -2,960 Closed
WA
1224
Wambolt & Associates
Colorado
-$250K -2,937 Closed
FHC
1225
First Heartland Consultants
Missouri
-$240K -2,837 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.