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American Electric Power
AEP

Overview Fund Activity

1,186 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, 494 increasing their positions, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+16
Holders Change %
+1.37%
% of All Funds
20.71%
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
494
Reduced
342
Closed
90
Calls
$181M
Puts
$158M
Net Calls
+$22.8M
Net Calls Change
-$12.1M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$128M
2
ZP
Zimmer Partners
New York
$112M
3
Cohen & Steers
Cohen & Steers
New York
$109M
4
Federated Hermes
Federated Hermes
Pennsylvania
$286M
5
Morgan Stanley
Morgan Stanley
New York
$521M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.96B
2
Capital World Investors
Capital World Investors
California
$451M
3
Millennium Management
Millennium Management
New York
$86.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
$686M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSBTD
501
Glenview State Bank Trust Department
Illinois
$842K – – –
FHA
502
Flagship Harbor Advisors
Massachusetts
$840K -$6.86K -81 -0.8%
CAC
503
Certified Advisory Corp
Florida
$840K +$769K +9,087 +1,075%
SFS
504
Solitude Financial Services
Virginia
$832K -$8.54K -101 -1%
HSA
505
HBK Sorce Advisory
Pennsylvania
$831K -$58.5K -691 -7%
PA
506
Procyon Advisors
Connecticut
$827K +$388K +4,584 +88%
HBWM
507
Hollow Brook Wealth Management
New York
$818K +$818K +9,665 New
NL
508
Navalign LLC
California
$816K +$1.61K +19 +0.2%
BPM
509
Bowling Portfolio Management
Ohio
$815K +$9.47K +112 +1%
PHS
510
Pekin Hardy Strauss
Illinois
$814K – – –
FTDI
511
First Trust Direct Indexing
Massachusetts
$811K +$284K +3,357 +54%
SWA
512
Stratos Wealth Advisors
Ohio
$803K +$41.2K +487 +5%
AWM
513
Aevitas Wealth Management
Massachusetts
$802K -$29K -343 -3%
PTC
514
Private Trust Company
Ohio
$802K -$1.18K -14 -0.1%
PWP
515
Principle Wealth Partners
Connecticut
$802K +$279K +3,302 +53%
IC
516
Inscription Capital
Texas
$802K +$802K +9,478 New
WWM
517
Western Wealth Management
Colorado
$797K +$192K +2,269 +32%
RIL
518
Rothschild Investment LLC
Illinois
$796K -$3.89K -46 -0.5%
FIM
519
Freedom Investment Management
Connecticut
$789K -$16.8K -199 -2%
FLI
520
Family Legacy Inc
South Carolina
$788K – – –
EWA
521
Exencial Wealth Advisors
Oklahoma
$785K -$107K -1,261 -12%
GPA
522
Garrison Point Advisors
California
$782K -$14.4K -170 -2%
GSC
523
Ground Swell Capital
South Carolina
$780K +$780K +9,217 New
WP
524
WealthPLAN Partners
Nebraska
$779K -$1.16K -13 -0.1%
WA
525
Wealth Alliance
New York
$776K +$208K +2,456 +37%
19 20
21
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