We are live on ! Find out more
AEP icon

American Electric Power

1,176 hedge funds and large institutions have $31.2B invested in American Electric Power in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 442 increasing their positions, 420 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

20% more call options, than puts

Call options by funds: $210M | Put options by funds: $175M

5% more repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 420

2% more capital invested

Capital invested by funds: $30.6B → $31.2B (+$582M)

0.18% more ownership

Funds ownership: 74.13%74.3% (+0.18%)

3% less funds holding

Funds holding: 1,2081,176 (-32)

16% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 126

Holders
1,176
Holders Change
-32
Holders Change %
-2.65%
% of All Funds
20.65%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
106
Increased
442
Reduced
420
Closed
126
Calls
$210M
Puts
$175M
Net Calls
+$34.8M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
676
Prospera Financial Services
Texas
$443K -$17.2K -213 -4%
CPIA
677
Cornell Pochily Investment Advisors
New York
$442K -$1.61K -20 -0.4%
DWA
678
Douglass Winthrop Advisors
New York
$442K
PA
679
Procyon Advisors
Connecticut
$440K -$138K -1,710 -25%
IIC
680
Ironwood Investment Counsel
Arizona
$440K
SMG
681
Smart Money Group
Texas
$438K +$3.71K +46 +0.9%
AHB
682
Abner Herrman & Brock
New Jersey
$437K -$52.8K -655 -11%
IFWM
683
Institute for Wealth Management
Colorado
$436K -$21K -260 -5%
PA
684
Parallel Advisors
California
$436K +$39.7K +493 +11%
ITIM
685
Indiana Trust & Investment Management
Indiana
$434K +$30K +372 +8%
CFA
686
Carroll Financial Associates
North Carolina
$432K +$13.1K +162 +3%
CIA
687
Cohen Investment Advisors
New Hampshire
$431K -$5.16K -64 -1%
BFM
688
Boothbay Fund Management
New York
$430K +$409K +5,078 New
FF
689
FourThought Financial
Florida
$429K -$57K -707 -12%
BPA
690
Beacon Pointe Advisors
California
$428K -$12.5K -155 -3%
LCM
691
Liberty Capital Management
Michigan
$428K
DJYG
692
David J. Yvars Group
Florida
$427K
CIC
693
Carnegie Investment Counsel
Ohio
$426K +$10.2K +126 +3%
CG
694
Colony Group
Massachusetts
$423K -$167K -2,071 -29%
HSA
695
Hussman Strategic Advisors
Maryland
$423K
WIA
696
Wealthstreet Investment Advisors
Texas
$423K
LA
697
LexAurum Advisors
Kansas
$423K +$322 +4 +0.1%
DJSG
698
D.J. St. Germain
Massachusetts
$421K -$13.8K -171 -3%
EWM
699
Empirical Wealth Management
Washington
$421K +$9.27K +115 +2%
B
700
Bellecapital
Switzerland
$420K +$8.87K +110 +2%

AEP Hedge Fund Activity: Q1 2021 in Review

1,176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2021, worth a combined $31.2B — up 1.9% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of AEP and 106 opened new positions — a net loss of 20 holders — while 420 trimmed existing stakes and 442 added.

The largest buyer was Wellington Management Group, adding an estimated $233M. The largest seller was Capital World Investors, cutting an estimated $507M.

  • 1,176 institutional investors held American Electric Power (AEP) as of Q1 2021, down from 1,208 in Q4 2020.
  • Funds reported $31.2B of American Electric Power stock for Q1 2021, up 1.9% quarter-over-quarter.
  • 106 funds opened new American Electric Power positions in Q1 2021 and 126 closed out, a net change of -20 holders.
  • The largest American Electric Power buyer in Q1 2021 was Wellington Management Group, an estimated $233M added.
  • The largest American Electric Power seller in Q1 2021 was Capital World Investors, an estimated $507M sold.

Based on aggregated 13F filings for Q1 2021.