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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$279M +$6.58M +76,408 +2%
UBS Group
27
UBS Group
Switzerland
$264M -$11M -127,616 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$215M -$104M -1,211,528 -32%
MBA
29
Maple-Brown Abbott
Australia
$203M +$34.5M +401,150 +20%
Charles Schwab
30
Charles Schwab
California
$199M +$7.17M +83,217 +4%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$181M -$12M -139,648 -6%
Swiss National Bank
32
Swiss National Bank
Switzerland
$171M -$23.5M -272,750 -12%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$165M +$27.6M +320,073 +20%
Goldman Sachs
34
Goldman Sachs
New York
$157M +$25.3M +293,467 +19%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$152M +$5.42M +62,960 +4%
PPA
36
Parametric Portfolio Associates
Washington
$136M +$881K +10,232 +0.6%
UBS AM
37
UBS AM
Illinois
$135M -$8.72M -101,299 -6%
BC
38
Brookfield Corp
Ontario, Canada
$128M +$127M +1,473,550 +3,847%
Macquarie Group
39
Macquarie Group
Australia
$118M +$10.3M +119,322 +9%
First Trust Advisors
40
First Trust Advisors
Illinois
$117M +$24.4M +283,043 +26%
ZP
41
Zimmer Partners
New York
$112M +$114M +1,327,770 New
DPIM
42
Duff & Phelps Investment Management
Illinois
$110M +$8.07M +93,740 +8%
Cohen & Steers
43
Cohen & Steers
New York
$109M +$110M +1,274,189 +13,836%
Boston Partners
44
Boston Partners
Massachusetts
$106M +$2.12M +24,641 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$104M +$53.9M +625,918 +103%
APG Asset Management
46
APG Asset Management
Netherlands
$99.8M +$1.33M +15,500 +1%
Renaissance Technologies
47
Renaissance Technologies
New York
$92.1M +$14.2M +165,234 +18%
Deutsche Bank
48
Deutsche Bank
Germany
$90.3M +$17.3M +201,314 +23%
SG Americas Securities
49
SG Americas Securities
New York
$89.8M +$79.2M +919,449 +646%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$89.3M +$26.8M +310,882 +42%

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.