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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
AWP
751
Abacus Wealth Partners
California
$357K
RAM
752
Roanoke Asset Management
New Jersey
$356K +$56K +650 +18%
NICM
753
Neo Ivy Capital Management
New York
$356K +$363K +4,212 New
FG
754
Fiduciary Group
Georgia
$355K
Bessemer Group
755
Bessemer Group
New Jersey
$354K +$4.91K +57 +1%
FCI
756
Financial Counselors Inc
Kansas
$351K -$34.9K -405 -9%
WAP
757
Wealthcare Advisory Partners
Pennsylvania
$351K -$23.8K -276 -6%
MCP
758
Mirador Capital Partners
California
$350K +$31K +360 +10%
CCM
759
Compton Capital Management
Rhode Island
$350K +$86.1K +1,000 +32%
MCWS
760
McKinley Carter Wealth Services
West Virginia
$349K -$2.84K -33 -0.8%
LIM
761
Lathrop Investment Management
Arkansas
$348K
TVWM
762
Tower View Wealth Management
Wisconsin
$348K
ACS
763
Archford Capital Strategies
Illinois
$344K -$123K -1,428 -26%
WF
764
Welch & Forbes
Massachusetts
$342K
Jones Financial Companies
765
Jones Financial Companies
Missouri
$342K +$59.6K +692 +21%
FAIM
766
Financial Advocates Investment Management
Washington
$339K -$13.7K -159 -4%
SM
767
SG3 Management
Puerto Rico
$338K
CF
768
Clarity Financial
Texas
$338K +$127K +1,475 +58%
GVAG
769
Great Valley Advisor Group
Delaware
$337K +$17.2K +200 +5%
EGA
770
E&G Advisors
Texas
$336K -$324K -3,768 Closed
GHAM
771
Gilman Hill Asset Management
Connecticut
$336K -$16.4K -191 -5%
UCMOK
772
United Capital Management of KS
Kansas
$334K +$12.7K +148 +4%
IWM
773
IHT Wealth Management
Illinois
$332K +$58.7K +682 +21%
CS
774
Comerica Securities
Michigan
$331K +$57.2K +664 +20%
SIG
775
Sky Investment Group
Connecticut
$330K

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.