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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
SP
701
Symmetry Partners
Connecticut
$416K
IFG
702
Independent Financial Group
California
$415K +$38.8K +451 +10%
FNBSF
703
First National Bank Sioux Falls
South Dakota
$412K
APP
704
Avantax Planning Partners
Iowa
$411K +$517 +6 +0.1%
MA
705
MUFG Americas
New York
$411K +$143K +1,657 +52%
PTP
706
Platform Technology Partners
New York
$408K +$415K +4,818 New
BFA
707
Brendel Financial Advisors
New Hampshire
$405K -$4.3K -50 -1%
CA
708
Clearstead Advisors
Ohio
$405K +$12.7K +148 +3%
RCAG
709
Rehmann Capital Advisory Group
Michigan
$404K +$11.9K +138 +3%
TTWM
710
TCV Trust & Wealth Management
Virginia
$404K +$24.7K +287 +6%
GCM
711
Gables Capital Management
Florida
$401K -$150K -1,745 -27%
SMG
712
Smart Money Group
Texas
$401K -$11.8K -137 -3%
ACP
713
Arcus Capital Partners
Georgia
$401K +$56.8K +660 +16%
FF
714
FourThought Financial
Florida
$400K -$28.5K -331 -7%
ITIM
715
Indiana Trust & Investment Management
Indiana
$396K -$32K -372 -7%
QCG
716
Quadrant Capital Group
Ohio
$394K +$19.1K +222 +5%
DS
717
DRW Securities
Illinois
$390K +$396K +4,605 New
CG
718
Colony Group
Massachusetts
$387K -$36.2K -420 -8%
IA
719
IFP Advisors
Florida
$386K -$76.7K -891 -16%
RIA
720
Realta Investment Advisors
Delaware
$386K +$7.41K +86 +2%
BA
721
Bridgewater Advisors
New York
$386K +$393K +4,563 New
THWM
722
Taylor Hoffman Wealth Management
Virginia
$385K
OIA
723
OneDigital Investment Advisors
Kansas
$385K +$89.4K +1,038 +30%
FBB
724
Fulton Breakefield Broenniman
Maryland
$383K
MWM
725
Mission Wealth Management
California
$383K +$18K +209 +5%

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.