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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
SPP
1226
Single Point Partners
Massachusetts
-$235K -2,784 Closed
AIP
1227
Ahrens Investment Partners
Louisiana
-$234K -2,770 Closed
CW
1228
CreativeOne Wealth
Kansas
-$230K -2,724 Closed
CCM
1229
Coldstream Capital Management
Washington
-$229K -2,708 Closed
BFC
1230
Blue Fin Capital
Rhode Island
-$227K -2,691 Closed
WCM
1231
Weld Capital Management
New York
-$227K -2,686 Closed
FM
1232
Foster & Motley
Ohio
-$227K -2,680 Closed
SB
1233
Sunflower Bank
Texas
-$215K -2,532 Closed
MSAM
1234
Moloney Securities Asset Management
Missouri
-$213K -2,517 Closed
6M
1235
6 Meridian
Kansas
-$211K -2,489 Closed
CSPIA
1236
Cary Street Partners Investment Advisory
Virginia
-$210K -2,486 Closed
SC
1237
Schulhoff & Co
Ohio
-$205K -2,435 Closed
BC
1238
Burney Company
Virginia
-$206K -2,433 Closed
OFW
1239
Omnia Family Wealth
Florida
-$205K -2,424 Closed
DPI
1240
Diversified Portfolios Inc
Michigan
-$204K -2,415 Closed
KOC
1241
Koss-Olinger Consulting
Florida
-$204K -2,409 Closed
IA
1242
Insight Advisors
Pennsylvania
-$212K -2,405 Closed
CCM
1243
Condor Capital Management
New Jersey
-$203K -2,402 Closed
FNBTCON
1244
First National Bank & Trust Co of Newtown
Pennsylvania
-$203K -2,402 Closed
AF
1245
Aldebaran Financial
-$205K -2,400 Closed
MFW
1246
Mosaic Family Wealth
Missouri
-$201K -2,382 Closed
LSAG
1247
Lake Street Advisors Group
New Hampshire
-$207K -2,327 Closed
SFO
1248
Standard Family Office
South Dakota
-$197K -2,325 Closed
TCOV
1249
Trust Company of Vermont
Vermont
-$185K -2,183 Closed
WP
1250
WealthShield Partners
North Carolina
-$175K -2,067 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.