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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
FAIM
751
Financial Advocates Investment Management
Washington
$353K -$1.45K -18 -0.4%
GHAM
752
Gilman Hill Asset Management
Connecticut
$352K -$36.3K -450 -10%
ARMT
753
Amica Retiree Medical Trust
Rhode Island
$352K
MCWS
754
McKinley Carter Wealth Services
West Virginia
$352K +$15K +186 +5%
LIM
755
Lathrop Investment Management
Arkansas
$349K
Bessemer Group
756
Bessemer Group
New Jersey
$349K +$59.5K +738 +22%
FP
757
Financial Perspectives
Minnesota
$349K +$2.35M +29,211 +8,370%
TVWM
758
Tower View Wealth Management
Wisconsin
$348K
ACP
759
Arcus Capital Partners
Georgia
$346K +$329K +4,080 New
PP
760
Palladium Partners
Virginia
$345K -$22.6K -280 -6%
WF
761
Welch & Forbes
Massachusetts
$342K +$16.8K +209 +5%
First Manhattan
762
First Manhattan
New York
$341K +$83.9K +1,041 +35%
SM
763
SG3 Management
Puerto Rico
$339K +$322K +4,000 New
SDAM
764
Shulman DeMeo Asset Management
New York
$339K +$323K +4,001 New
PIM
765
Penobscot Investment Management
Massachusetts
$336K
9WM
766
9258 Wealth Management
Ohio
$336K +$1.61K +20 +0.5%
TSS
767
Two Sigma Securities
New York
$335K -$3.51M -43,484 -92%
BO
768
BRR OpCo
Ohio
$333K -$12K -149 -4%
ONB
769
Old National Bancorp
Indiana
$333K +$48.6K +603 +18%
C
770
Certuity
Florida
$332K +$316K +3,918 New
SIG
771
Sky Investment Group
Connecticut
$331K
CHP
772
Cable Hill Partners
Oregon
$327K -$7.17K -89 -2%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$325K -$15K -186 -5%
GG
774
Gofen & Glossberg
Illinois
$322K +$3.87K +48 +1%
UCMOK
775
United Capital Management of KS
Kansas
$322K +$59.3K +736 +24%

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.