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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
AWA
626
Arkadios Wealth Advisors
Georgia
$526K +$449K +5,220 +518%
MYLI
627
Meiji Yasuda Life Insurance
Japan
$523K +$250K +2,901 +88%
SCA
628
Snowden Capital Advisors
New York
$522K +$151K +1,759 +40%
BCA
629
Bay Colony Advisors
Massachusetts
$521K +$1.98K +23 +0.4%
JIP
630
Jaffetilchin Investment Partners
Florida
$520K +$2.07K +24 +0.4%
MAM
631
Mastrapasqua Asset Management
Tennessee
$520K +$38.7K +450 +8%
WSCM
632
Wellington Shields Capital Management
New York
$513K +$6.03K +70 +1%
DP
633
Dearborn Partners
Illinois
$513K +$41K +476 +9%
GFP
634
Gryphon Financial Partners
Ohio
$512K +$16.7K +194 +3%
Luther King Capital Management (LKCM)
635
Luther King Capital Management (LKCM)
Texas
$508K +$517K +6,000 New
CA
636
Calton & Associates
Florida
$507K +$2.93K +34 +0.6%
KA
637
Kovack Advisors
Florida
$507K +$44.6K +518 +9%
MWM
638
Mattern Wealth Management
Kansas
$505K -$17.2K -200 -3%
MYIA
639
Mount Yale Investment Advisors
Colorado
$505K +$14.7K +171 +3%
AWM
640
Altium Wealth Management
New York
$504K -$86 -1 -0%
WSTAM
641
Wilbanks Smith & Thomas Asset Management
Virginia
$504K +$127K +1,470 +33%
PCM
642
Parsons Capital Management
Rhode Island
$501K
WIC
643
Whitegate Investment Counselors
New Hampshire
$500K
JAG
644
Journey Advisory Group
Kentucky
$499K +$2.33K +27 +0.5%
GTCM
645
Gyon Technologies Capital Management
New Jersey
$499K +$508K +5,898 New
EF
646
Empirical Finance
Pennsylvania
$497K +$76.2K +885 +18%
TCOT
647
Trust Company of Toledo
Ohio
$496K -$138K -1,602 -21%
WG
648
Winton Group
United Kingdom
$493K +$502K +5,832 New
NRS
649
Neville Rodie & Shaw
New York
$491K
ARG
650
Advisory Resource Group
Oklahoma
$490K

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.