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American Electric Power

1,192 hedge funds and large institutions have $31.2B invested in American Electric Power in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 498 increasing their positions, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 342

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 90

14% more call options, than puts

Call options by funds: $181M | Put options by funds: $158M

1% more funds holding

Funds holding: 1,1761,192 (+16)

0% more capital invested

Capital invested by funds: $31.2B → $31.2B (+$9.2M)

0.34% less ownership

Funds ownership: 74.3%73.96% (-0.34%)

Holders
1,192
Holders Change
+16
Holders Change %
+1.36%
% of All Funds
20.75%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
118
Increased
498
Reduced
342
Closed
90
Calls
$181M
Puts
$158M
Net Calls
+$22.8M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PLFAM
301
Pineno Levin & Ford Asset Management
Virginia
$2.99M -$2.15K -25 -0.1%
SCM
302
Spreng Capital Management
Ohio
$2.99M +$54K +627 +2%
DILIC
303
Dai-ichi Life Insurance Company
Japan
$2.98M
SAM
304
Sabadell Asset Management
Spain
$2.97M +$3.03M +35,167 New
CIC
305
Cornercap Investment Counsel
Georgia
$2.91M -$38.1K -442 -1%
BCMO
306
Buckingham Capital Management (Ohio)
Ohio
$2.91M +$12.8K +149 +0.4%
JWM
307
Jeppson Wealth Management
California
$2.9M -$1.72K -20 -0.1%
II
308
Inspire Investing
Idaho
$2.88M +$249K +2,895 +9%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$2.88M -$8.27K -96 -0.3%
NW
310
NewEdge Wealth
Pennsylvania
$2.82M +$301K +3,493 +12%
PAG
311
Private Advisor Group
New Jersey
$2.81M +$183K +2,126 +7%
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$2.8M +$155K +1,800 +6%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$2.72M +$634K +7,368 +30%
UR
314
USCA RIA
Texas
$2.71M +$231K +2,680 +9%
OMC
315
Old Mission Capital
Illinois
$2.71M +$2.75M +31,972 New
BWM
316
BerganKDV Wealth Management
Minnesota
$2.68M +$200K +2,318 +8%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$2.62M +$403K +4,679 +18%
QSS
318
Quantitative Systematic Strategies
Florida
$2.62M -$2.01M -23,333 -43%
BNP Paribas Asset Management
319
BNP Paribas Asset Management
France
$2.59M +$294K +3,418 +13%
DIA
320
Dean Investment Associates
Ohio
$2.58M +$2.62M +30,448 New
IMRF
321
Illinois Municipal Retirement Fund
Illinois
$2.56M -$6.09M -70,718 -70%
OAJ
322
Ogorek Anthony Joseph
New York
$2.55M +$74.7K +867 +3%
AI
323
Atria Investments
North Carolina
$2.52M +$384K +4,458 +18%
TF
324
TIAA FSB
Florida
$2.49M -$17.2K -200 -0.7%
ZB
325
Zions Bancorporation
Utah
$2.48M +$663K +7,700 +36%

AEP Hedge Fund Activity: Q2 2021 in Review

1,192 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2021, worth a combined $31.2B — up 0.03% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AEP positions and 90 closed out — a net gain of 28 holders — while 498 added to existing stakes and 342 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $127M. The largest seller was T. Rowe Price Associates, cutting an estimated $574M.

  • 1,192 institutional investors held American Electric Power (AEP) as of Q2 2021, up from 1,176 in Q1 2021.
  • Funds reported $31.2B of American Electric Power stock for Q2 2021, up 0.03% quarter-over-quarter.
  • 118 funds opened new American Electric Power positions in Q2 2021 and 90 closed out, a net change of +28 holders.
  • The largest American Electric Power buyer in Q2 2021 was Brookfield Corp, an estimated $127M added.
  • The largest American Electric Power seller in Q2 2021 was T. Rowe Price Associates, an estimated $574M sold.

Based on aggregated 13F filings for Q2 2021.