We are live on ! Find out more
AEP icon

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
AIC
601
Ameritas Investment Company
Nebraska
$574K -$1.14M -13,284 -82%
EHC
602
Everett Harris & Co
California
$574K
HH
603
Hilltop Holdings
Texas
$574K +$65.2K +757 +13%
GLLW
604
Graves Light Lenhart Wealth
Virginia
$573K +$2.58K +30 +0.4%
OFS
605
Orrstown Financial Services
Pennsylvania
$565K -$107K -1,246 -16%
GBT
606
Grove Bank & Trust
Florida
$562K +$45.6K +530 +9%
PA
607
Parallel Advisors
California
$561K +$128K +1,484 +29%
NFGCM
608
Norman Fields Gottscho Capital Management
New York
$560K +$15.1K +175 +3%
FI
609
Financial Insights
Washington
$551K +$56.1K +651 New
SXL
610
Summit X LLC
Missouri
$548K +$431 +5 +0.1%
AT
611
Arden Trust
Delaware
$547K -$112K -1,304 -17%
SC
612
SouthState Corp
Florida
$547K -$13.7K -159 -2%
KWM
613
Keebeck Wealth Management
Illinois
$543K
CA
614
Cornerstone Advisory
Maryland
$541K
CFA
615
Carroll Financial Associates
North Carolina
$538K +$108K +1,260 +25%
SSB
616
Sandy Spring Bank
Maryland
$537K
CMO
617
Covenant Multifamily Offices
Texas
$537K +$547K +6,348 New
SBH
618
Segall Bryant & Hamill
Illinois
$533K -$34.9K -405 -6%
KFGK
619
Keystone Financial Group (Kentucky)
Kentucky
$531K +$3.7K +43 +0.7%
ETC
620
Exchange Traded Concepts
Oklahoma
$531K +$55.1K +640 +11%
AIM
621
Anchor Investment Management
South Carolina
$531K -$60.3K -700 -10%
BCM
622
Birmingham Capital Management
Alabama
$530K
CPIA
623
Cornell Pochily Investment Advisors
New York
$528K +$88.4K +1,027 +20%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$527K +$31.1K +361 +6%
CCA
625
Checchi Capital Advisers
California
$526K -$14.4K -167 -3%

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.