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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
BRWA
551
B. Riley Wealth Advisors
Florida
$690K +$1.21K +14 +0.2%
GWM
552
GSB Wealth Management
Connecticut
$688K +$87.5K +1,016 +14%
ED
553
Exane Derivatives
France
$687K +$694K +8,064 New
ANRIA
554
American National Registered Investment Advisor
Texas
$687K -$36.9K -429 -5%
LSA
555
Leonteq Securities AG
Switzerland
$684K +$273K +3,167 +64%
KFP
556
KMG Fiduciary Partners
Ohio
$682K +$67.9K +789 +11%
VA
557
Valmark Advisers
Ohio
$678K +$101K +1,168 +17%
KIA
558
KCM Investment Advisors
California
$676K +$258 +3 +0%
CI
559
Conning Inc
Connecticut
$676K +$87.7K +1,019 +15%
MWM
560
Meridian Wealth Management
Kentucky
$675K +$687K +7,975 New
JGUA
561
John G. Ullman & Associates
New York
$674K
BO
562
Bank OZK
Arkansas
$674K +$1.55K +18 +0.2%
KFP
563
Keystone Financial Planning
Ohio
$668K +$680K +7,902 New
BB
564
Busey Bank
Illinois
$667K +$30.1K +350 +5%
Vontobel Holding
565
Vontobel Holding
Switzerland
$665K -$1.4M -16,304 -67%
DWM
566
Doyle Wealth Management
Florida
$663K -$26.3K -305 -4%
DCM
567
Donaldson Capital Management
Indiana
$661K -$17K -197 -2%
WPC
568
Waters Parkerson & Co
Louisiana
$661K
VI
569
Versor Investments
New York
$660K +$672K +7,800 New
JWS
570
Juncture Wealth Strategies
Arizona
$658K -$12.9K -150 -2%
DW
571
Domani Wealth
Pennsylvania
$658K -$8.61K -100 -1%
CC
572
Chicago Capital
Illinois
$658K -$1.29K -15 -0.2%
PP
573
PDS Planning
Ohio
$650K -$79.9K -928 -11%
PIA
574
Powell Investment Advisors
Florida
$648K
CAI
575
Capital Advisors Inc
Oklahoma
$642K -$25.1K -292 -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.