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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
CAM
1251
Cozad Asset Management
Illinois
-$152K -1,801 Closed
OSNBOA
1252
Old Second National Bank of Aurora
Illinois
-$152K -1,801 Closed
FWM
1253
FFT Wealth Management
Pennsylvania
-$135K -1,594 Closed
PP
1254
Paloma Partners
Connecticut
-$134K -1,586 Closed
BBL
1255
Beck Bode LLC
Massachusetts
-$131K -1,549 Closed
HIIFS
1256
Harel Insurance Investments & Financial Services
Israel
-$304K -1,103 Closed
CG
1257
Cutler Group
California
-$79.4K -910 Closed
IP
1258
Isthmus Partners
Wisconsin
-$64K -755 Closed
RDWM
1259
Red Door Wealth Management
Tennessee
-$61K -724 Closed
FI
1260
Financial Insights
Washington
-$551K -651 Closed
PSIWM
1261
Paradigm Strategies in Wealth Management
Minnesota
-$52K -615 Closed
TI
1262
tru Independence
Oregon
-$43K -508 Closed
EBSAM
1263
Eubel Brady & Suttman Asset Management
Ohio
-$40K -469 Closed
PWS
1264
Paragon Wealth Strategies
Florida
-$35K -417 Closed
Optiver Holding
1265
Optiver Holding
Netherlands
-$21K -244 Closed
PGWM
1266
Parisi Gray Wealth Management
New Jersey
-$19K -228 Closed
Twin Tree Management
1267
Twin Tree Management
Texas
-$13K -150 Closed
CPWM
1268
Cypress Point Wealth Management
Texas
-$8K -100 Closed
CTB
1269
Country Trust Bank
Illinois
-$8K -97 Closed
PWP
1270
Personal Wealth Partners
Minnesota
-$3K -32 Closed
SL
1271
Savior LLC
Massachusetts
-$3K -31 Closed
KFP
1272
KB Financial Partners
New Jersey
-$2K -19 Closed
HWMA
1273
Heritage Wealth Management (Arizona)
Arizona
+$87 +1 New
MWM
1274
Mascoma Wealth Management
New Hampshire
+$175 +2 New
CI
1275
Cordant Inc
Oregon
+$524 +6 New

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.