We are live on ! Find out more
AEP icon

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
RWA
426
Ropes Wealth Advisors
Massachusetts
$1.24M +$79.2K +920 +7%
SPC
427
Sigma Planning Corp
Michigan
$1.24M +$273K +3,165 +28%
Brown Advisory
428
Brown Advisory
Maryland
$1.23M +$159K +1,841 +14%
IB
429
Intrust Bank
Kansas
$1.22M -$45.6K -530 -4%
V
430
Veritable
Delaware
$1.22M -$1.12K -13 -0.1%
HVM
431
Harvest Volatility Management
Connecticut
$1.21M +$307K +3,561 +33%
AAF
432
Andra AP-fonden
Sweden
$1.21M +$310K +3,600 +34%
SLI
433
Sumitomo Life Insurance
Japan
$1.2M -$208K -2,420 -15%
LWM
434
Loveless Wealth Management
Montana
$1.2M +$72.8K +845 +6%
IRF
435
IBM Retirement Fund
New York
$1.19M -$247K -2,868 -17%
Voloridge Investment Management
436
Voloridge Investment Management
Florida
$1.19M +$1.21M +14,095 New
VRS
437
Virginia Retirement Systems
Virginia
$1.18M -$439K -5,100 -27%
HAG
438
HighPoint Advisor Group
Illinois
$1.17M +$85.1K +988 +8%
VPIM
439
Vanguard Personalized Indexing Management
California
$1.17M +$427K +4,956 +56%
BCV
440
Banque Cantonale Vaudoise
Switzerland
$1.16M -$482K -5,595 -29%
JWCA
441
J.W. Cole Advisors
Florida
$1.15M -$37.3K -433 -3%
BPA
442
Beacon Pointe Advisors
California
$1.15M +$737K +8,555 +169%
RM
443
Resource Management
Louisiana
$1.15M +$1.98K +23 +0.2%
LWAC
444
Laurel Wealth Advisors (California)
California
$1.15M -$30.7K -356 -3%
JWM
445
JGP Wealth Management
Oregon
$1.14M +$195K +2,265 +20%
AC
446
Allstate Corporation
Illinois
$1.13M -$136K -1,584 -11%
GAM
447
Geier Asset Management
Maryland
$1.13M +$6.97K +81 +0.6%
PA
448
Probity Advisors
Texas
$1.13M +$55.2K +641 +5%
AIP
449
ARS Investment Partners
New York
$1.12M -$25.1K -292 -2%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$1.12M

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.