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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
RPC
576
Rossmore Private Capital
Connecticut
$642K +$8.09K +94 +1%
VIA
577
Vident Investment Advisory
Georgia
$641K +$84.7K +984 +15%
WG
578
Welch Group
Alabama
$640K +$861 +10 +0.1%
CST
579
Charles Schwab Trust
Nevada
$634K +$340K +3,948 +111%
AA
580
Ancora Advisors
Ohio
$633K -$14K -163 -2%
BMSSC
581
B. Metzler seel. Sohn & Co
Germany
$633K +$27.1K +315 +4%
FA
582
FDx Advisors
Illinois
$633K +$122K +1,413 +23%
EWM
583
Evercore Wealth Management
New York
$632K -$14.3K -166 -2%
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$631K -$58.7K -682 -8%
FSA
585
Franklin Street Advisors
North Carolina
$627K
GCMG
586
Gyroscope Capital Management Group
Florida
$618K -$4.3K -50 -0.7%
CC
587
Constitution Capital
Connecticut
$616K +$25.3K +294 +4%
WA
588
WBH Advisory
Maryland
$614K -$4.13K -48 -0.7%
CSS
589
Cubist Systematic Strategies
Connecticut
$609K -$20.7M -240,822 -97%
LIA
590
LS Investment Advisors
Michigan
$607K -$1.55M -17,956 -71%
GSWM
591
Golden State Wealth Management
California
$607K
BFS
592
Bard Financial Services
Connecticut
$605K
APP
593
Alpha Paradigm Partners
Illinois
$601K +$400K +4,643 +189%
SS
594
Sunbelt Securities
Texas
$591K -$27.7K -322 -5%
TNB
595
Thomasville National Bank
Georgia
$587K -$176K -2,049 -23%
MAFM
596
Mid Atlantic Financial Management
Pennsylvania
$587K +$8.44K +98 +1%
OQS
597
Occudo Quantitative Strategies
Florida
$579K +$178K +2,070 +43%
PAM
598
Premier Asset Management
Illinois
$577K -$199K -2,313 -25%
MG
599
Mather Group
Illinois
$576K +$4.56K +53 +0.8%
LFAS
600
Level Four Advisory Services
Texas
$575K -$1.29K -15 -0.2%

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.