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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
IAA
651
Independent Advisor Alliance
North Carolina
$489K -$33.8K -393 -6%
STC
652
Sarah T. Connolly
$489K
PWM
653
Perigon Wealth Management
California
$486K +$24.3K +282 +5%
WI
654
WrapManager Inc
California
$485K +$93.9K +1,090 +23%
CWP
655
Concord Wealth Partners
Virginia
$484K +$17.8K +207 +4%
CTA
656
Colonial Trust Advisors
South Carolina
$482K
IHL
657
Investment House LLC
California
$482K
PIA
658
Pinion Investment Advisors
Kansas
$481K +$86 +1 +0%
SMC
659
Smith, Moore & Co
Missouri
$474K +$99.7K +1,158 +26%
AIC
660
Archer Investment Corporation
Indiana
$474K +$86.1K +1,000 +22%
CHC
661
City Holding Co
West Virginia
$473K -$8.01K -93 -2%
SC
662
Savant Capital
Illinois
$473K +$8.78K +102 +2%
SIC
663
Salem Investment Counselors
North Carolina
$469K
CGL
664
Clarius Group LLC
Washington
$469K +$4.82K +56 +1%
MIP
665
Marietta Investment Partners
Wisconsin
$467K
SSA
666
South Street Advisors
New York
$467K
MAM
667
Meeder Asset Management
Ohio
$467K +$82.7K +961 +21%
AP
668
Atwood & Palmer
Missouri
$465K
CK
669
Cohen Klingenstein
New York
$465K
DA
670
Detalus Advisors
Missouri
$465K
LIM
671
Longfellow Investment Management
Massachusetts
$464K -$302K -3,507 -39%
AMIM
672
Aull & Monroe Investment Management
Alabama
$462K
AWCI
673
Alpine Woods Capital Investors
New York
$461K -$86.1K -1,000 -16%
CAM
674
Centre Asset Management
New York
$461K -$25.8K -300 -5%
BBA
675
BLB&B Advisors
Pennsylvania
$459K -$13.8K -160 -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.