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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
WP
526
WealthPLAN Partners
Nebraska
$779K -$1.12K -13 -0.1%
WA
527
Wealth Alliance
New York
$776K +$211K +2,456 +37%
WANY
528
Wealthspire Advisors (New York)
New York
$775K -$316K -3,672 -29%
LMAM
529
Legg Mason Asset Management
Japan
$774K +$20.3K +236 +3%
OPW
530
Oxler Private Wealth
New York
$773K +$12.2K +142 +2%
CDH
531
Charles D. Hyman
$770K
BOH
532
Bank of Hawaii
Hawaii
$766K -$283K -3,283 -27%
TCA
533
Transcend Capital Advisors
New Jersey
$758K +$282K +3,275 +58%
FWM
534
Foresight Wealth Management
Utah
$753K
FWCM
535
Ferguson Wellman Capital Management
Oregon
$751K
IWC
536
Integrated Wealth Concepts
Massachusetts
$751K +$12.3K +143 +2%
FHC
537
First Horizon Corporation
Tennessee
$747K +$22.7K +264 +3%
BSW
538
Buckingham Strategic Wealth
Missouri
$739K +$30.2K +351 +4%
FFA
539
Founders Financial Alliance
North Carolina
$737K -$603 -7 -0.1%
EP
540
Eudaimonia Partners
Tennessee
$734K +$26.1K +303 +4%
HPC
541
HM Payson & Co
Maine
$730K -$22.7K -264 -3%
GAG
542
GM Advisory Group
New York
$725K
MCM
543
MAI Capital Management
Ohio
$720K -$456K -5,301 -38%
PAM
544
Paradigm Asset Management
New York
$719K
IF
545
Intrua Financial
Texas
$719K +$36.2K +420 +5%
OFG
546
Oxford Financial Group
Indiana
$717K +$2.41K +28 +0.3%
PMA
547
Prudent Man Advisors
Illinois
$717K +$729K +8,472 New
SCM
548
Schnieders Capital Management
California
$716K +$81.8K +950 +13%
MOS
549
MGO One Seven
Ohio
$715K +$305K +3,538 +72%
RIM
550
Regent Investment Management
Kentucky
$709K +$28.8K +335 +4%

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.