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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
BGIM
351
Brandywine Global Investment Management
Pennsylvania
$2.1M -$200K -2,327 -9%
RWA
352
River Wealth Advisors
Pennsylvania
$2.06M +$28.5K +331 +1%
FWM
353
Frontier Wealth Management
Missouri
$2.05M -$46.5K -540 -2%
FNT
354
First National Trust
Pennsylvania
$2.04M -$174K -2,026 -8%
RC
355
RegentAtlantic Capital
New Jersey
$2.03M +$12.1K +140 +0.6%
SAM
356
Shell Asset Management
Netherlands
$1.98M -$122K -1,416 -6%
KPWS
357
Kestra Private Wealth Services
Texas
$1.96M +$438K +5,091 +28%
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$1.96M +$290K +3,371 +17%
MCG
359
MACRO Consulting Group
New Jersey
$1.96M +$242K +2,814 +14%
TA
360
TFG Advisers
Michigan
$1.92M -$32.1K -373 -2%
NMIMC
361
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$15.7K +182 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
362
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.91M -$648K -7,529 -25%
HCM
363
Huber Capital Management
California
$1.87M -$387K -4,500 -17%
SDIC
364
South Dakota Investment Council
South Dakota
$1.86M -$373K -4,330 -16%
SFI
365
Susquehanna Fundamental Investments
Pennsylvania
$1.86M -$11.4M -132,240 -86%
FB
366
Fulton Bank
Pennsylvania
$1.83M -$45.7K -531 -2%
MSFP
367
Mark Sheptoff Financial Planning
Connecticut
$1.82M -$8.27K -96 -0.4%
WTC
368
WhitTier Trust Company
Nevada
$1.78M -$50.3K -584 -3%
GL
369
Graypoint LLC
New York
$1.78M -$67.6K -785 -4%
IIM
370
InTrack Investment Management
Vermont
$1.72M +$430K +4,995 +33%
BOPW
371
Brandywine Oak Private Wealth
Pennsylvania
$1.71M -$32.9K -382 -2%
PA
372
Pinnacle Associates
New York
$1.7M -$508K -5,900 -23%
DHFB
373
Dixon Hubard Feinour & Brown
Virginia
$1.69M -$1.13M -13,090 -40%
GAM
374
Garrison Asset Management
Arkansas
$1.67M +$49.6K +576 +3%
JIC
375
Johnson Investment Counsel
Ohio
$1.66M -$97.4K -1,131 -5%

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.