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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
BAM
701
Belpointe Asset Management
Nevada
$420K +$141K +1,747 +54%
SP
702
Symmetry Partners
Connecticut
$417K -$40.3K -500 -9%
HPWM
703
Highland Private Wealth Management
Washington
$417K -$645 -8 -0.2%
LSA
704
Leonteq Securities AG
Switzerland
$417K -$108K -1,338 -21%
EF
705
Empirical Finance
Pennsylvania
$416K
MOS
706
MGO One Seven
Ohio
$416K +$163K +2,028 +70%
FNBSF
707
First National Bank Sioux Falls
South Dakota
$413K
APP
708
Avantax Planning Partners
Iowa
$411K -$26.9K -334 -6%
BFA
709
Brendel Financial Advisors
New Hampshire
$410K
PWA
710
Phoenix Wealth Advisors
North Carolina
$405K -$14.5K -180 -4%
OQS
711
Occudo Quantitative Strategies
Florida
$404K -$894K -11,086 -70%
TPWA
712
TRUE Private Wealth Advisors
Oregon
$403K +$66.5K +825 +21%
MSR
713
Main Street Research
Connecticut
$395K +$155K +1,929 +71%
CA
714
Clearstead Advisors
Ohio
$393K -$21.7K -269 -5%
WI
715
WrapManager Inc
California
$393K +$22.8K +283 +6%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$393K -$5.24K -65 -1%
AIC
717
Archer Investment Corporation
Indiana
$390K
HIA
718
Harbor Investment Advisory
Maryland
$389K +$42.6K +529 +13%
MAM
719
Meeder Asset Management
Ohio
$387K +$66.7K +828 +22%
FCI
720
Financial Counselors Inc
Kansas
$386K -$43.4K -539 -11%
THWM
721
Taylor Hoffman Wealth Management
Virginia
$386K
TTWM
722
TCV Trust & Wealth Management
Virginia
$384K -$31.4K -390 -8%
FBB
723
Fulton Breakefield Broenniman
Maryland
$383K +$19.2K +238 +6%
WSTAM
724
Wilbanks Smith & Thomas Asset Management
Virginia
$380K -$7.01K -87 -2%
WSFS
725
Wilmington Savings Fund Society
Delaware
$380K

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.