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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.41B +$40.1M +459,180 +1%
BlackRock
2
BlackRock
New York
$3.21B +$137M +1,569,233 +4%
State Street
3
State Street
Massachusetts
$2.04B +$68.4M +783,753 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.25B +$125M +1,430,681 +10%
Franklin Resources
5
Franklin Resources
California
$1.08B +$26.5M +303,065 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$810M -$8.07M -92,458 -0.9%
Ameriprise
7
Ameriprise
Minnesota
$769M +$122M +1,392,236 +17%
Wells Fargo
8
Wells Fargo
California
$719M +$87.4M +1,000,925 +13%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$697M -$1.27B -14,569,961 -63%
Capital Research Global Investors
10
Capital Research Global Investors
California
$677M +$20M +228,671 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$646M +$13.3M +151,838 +2%
Morgan Stanley
12
Morgan Stanley
New York
$610M +$118M +1,347,736 +22%
Invesco
13
Invesco
Georgia
$599M +$159M +1,826,997 +33%
N
14
Nuveen
North Carolina
$511M +$17.2M +197,402 +3%
Bank of America
15
Bank of America
North Carolina
$501M -$1.34M -15,302 -0.2%
Legal & General Group
16
Legal & General Group
United Kingdom
$451M -$702K -8,047 -0.1%
Northern Trust
17
Northern Trust
Illinois
$451M +$3.91M +44,764 +0.8%
AllianceBernstein
18
AllianceBernstein
Tennessee
$343M +$46.5M +533,202 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$316M +$192K +2,203 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$313M -$5.4M -61,849 -2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$312M +$2.74M +31,350 +0.8%
PI
22
Putnam Investments
Massachusetts
$291M +$689K +7,897 +0.2%
Federated Hermes
23
Federated Hermes
Pennsylvania
$274M -$518K -5,934 -0.2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$273M +$6.38M +73,137 +2%
UBS Group
25
UBS Group
Switzerland
$267M +$15.1M +173,145 +6%

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.