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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
SACTSONJ
501
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$846K
TCMP
502
Thrive Capital Management (Pennsylvania)
Pennsylvania
$843K +$309K +3,592 +56%
GSBTD
503
Glenview State Bank Trust Department
Illinois
$842K
FHA
504
Flagship Harbor Advisors
Massachusetts
$840K -$6.97K -81 -0.8%
CAC
505
Certified Advisory Corp
Florida
$840K +$782K +9,087 +1,075%
SFS
506
Solitude Financial Services
Virginia
$832K -$8.7K -101 -1%
HSA
507
HBK Sorce Advisory
Pennsylvania
$831K -$59.5K -691 -7%
PA
508
Procyon Advisors
Connecticut
$827K +$395K +4,584 +88%
HBWM
509
Hollow Brook Wealth Management
New York
$818K +$832K +9,665 New
NL
510
Navalign LLC
California
$816K +$1.64K +19 +0.2%
BPM
511
Bowling Portfolio Management
Ohio
$815K +$9.64K +112 +1%
PHS
512
Pekin Hardy Strauss
Illinois
$814K
FTDI
513
First Trust Direct Indexing
Massachusetts
$811K +$289K +3,357 +54%
SWA
514
Stratos Wealth Advisors
Ohio
$803K +$41.9K +487 +5%
AWM
515
Aevitas Wealth Management
Massachusetts
$802K -$29.5K -343 -3%
PTC
516
Private Trust Company
Ohio
$802K -$1.21K -14 -0.1%
PWP
517
Principle Wealth Partners
Connecticut
$802K +$284K +3,302 +53%
IC
518
Inscription Capital
Texas
$802K +$816K +9,478 New
WWM
519
Western Wealth Management
Colorado
$797K +$195K +2,269 +32%
RIL
520
Rothschild Investment LLC
Illinois
$796K -$3.96K -46 -0.5%
FIM
521
Freedom Investment Management
Connecticut
$789K -$17.1K -199 -2%
FLI
522
Family Legacy Inc
South Carolina
$788K
EWA
523
Exencial Wealth Advisors
Oklahoma
$785K -$109K -1,261 -12%
GPA
524
Garrison Point Advisors
California
$782K -$14.6K -170 -2%
GSC
525
Ground Swell Capital
South Carolina
$780K +$794K +9,217 New

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.