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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
AWM
676
Aberdeen Wealth Management
Illinois
$456K
GT
677
Glenview Trust
Kentucky
$456K
CIC
678
Carnegie Investment Counsel
Ohio
$455K +$30.2K +351 +7%
SIM
679
Sentry Investment Management
Wisconsin
$454K
VAS
680
Vestmark Advisory Solutions
Massachusetts
$449K +$155K +1,806 +52%
DI
681
DAGCO Inc
Ohio
$446K -$42.7K -496 -9%
LDFR
682
Lehman & Derafelo Financial Resources
Pennsylvania
$446K
DWA
683
Douglass Winthrop Advisors
New York
$442K
PFS
684
Prospera Financial Services
Texas
$439K -$3.53K -41 -0.8%
IIC
685
Ironwood Investment Counsel
Arizona
$439K
PWW
686
Pettyjohn Wood & White
Virginia
$436K -$6.37K -74 -1%
SNT
687
Security National Trust
West Virginia
$435K -$76.2K -885 -15%
CIA
688
Cohen Investment Advisors
New Hampshire
$435K +$4.39K +51 +1%
PG
689
Pendal Group
Australia
$433K +$196K +2,272 +80%
RB
690
Rodgers Brothers
Pennsylvania
$432K +$141K +1,640 +47%
IFWM
691
Institute for Wealth Management
Colorado
$431K -$4.74K -55 -1%
LCM
692
Liberty Capital Management
Michigan
$427K
TI
693
Tidal Investments
Wisconsin
$427K +$228K +2,649 +110%
DJYG
694
David J. Yvars Group
Florida
$425K
LA
695
LexAurum Advisors
Kansas
$422K +$344 +4 +0.1%
HPWM
696
Highland Private Wealth Management
Washington
$420K +$3.1K +36 +0.7%
B
697
Bellecapital
Switzerland
$419K
EWM
698
Empirical Wealth Management
Washington
$417K -$3.88K -45 -0.9%
BAM
699
Belpointe Asset Management
Nevada
$417K -$2.15K -25 -0.5%
DJSG
700
D.J. St. Germain
Massachusetts
$416K -$4.3K -50 -1%

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.