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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
TCWM
726
Total Clarity Wealth Management
Illinois
$383K +$389K +4,522 New
WSFS
727
Wilmington Savings Fund Society
Delaware
$379K
C
728
Certuity
Florida
$379K +$48.9K +568 +14%
TPWA
729
TRUE Private Wealth Advisors
Oregon
$377K -$25.7K -298 -6%
NB
730
Northwest Bancshares
Pennsylvania
$375K
CWM
731
Cornerstone Wealth Management
Missouri
$374K +$3.53K +41 +0.9%
AWA
732
ARS Wealth Advisors
Florida
$373K -$4.13K -48 -1%
S
733
SignatureFD
Georgia
$372K +$13.6K +158 +4%
CT
734
Caldwell Trust
Florida
$372K +$52.8K +613 +16%
FFN
735
Focus Financial Network
Minnesota
$371K -$502K -5,828 -57%
First Manhattan
736
First Manhattan
New York
$371K +$30.4K +353 +9%
KMWM
737
Keudell/Morrison Wealth Management
Oregon
$370K +$51.8K +602 +16%
HCP
738
Hexagon Capital Partners
Arkansas
$369K +$2.84K +33 +0.8%
CS
739
Cannell & Spears
New York
$368K
HIA
740
Harbor Investment Advisory
Maryland
$367K -$22.2K -258 -6%
AF
741
Allworth Financial
California
$365K -$133K -1,545 -26%
Caisse de Depot et Placement du Quebec (CDPQ)
742
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$364K -$4.09M -47,510 -92%
9WM
743
9258 Wealth Management
Ohio
$361K +$25.8K +300 +8%
MP
744
McDonald Partners
Ohio
$360K -$10.3K -120 -3%
BBNA
745
Bremer Bank National Association
Minnesota
$360K -$6.97K -81 -2%
PPP
746
Private Portfolio Partners
New Jersey
$359K +$4.39K +51 +1%
MBTD
747
Mechanics Bank - Trust Department
California
$358K
ZCM
748
Ziegler Capital Management
Illinois
$358K +$86.7K +1,007 +31%
WT
749
Washington Trust
Rhode Island
$357K -$3.36K -39 -0.9%
GLA
750
Good Life Advisors
Pennsylvania
$357K +$113K +1,311 +45%

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.