We are live on ! Find out more
AEP icon

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
CSIC
801
Clifford Swan Investment Counsel
California
$298K
RCM
802
Radnor Capital Management
Pennsylvania
$297K -$484K -6,000 -63%
EH
803
Equitable Holdings
New York
$297K +$18.8K +233 +7%
HFM
804
Hartford Financial Management
Connecticut
$296K
IFA
805
Interactive Financial Advisors
Illinois
$296K
MC
806
Mathes Company
New York
$296K
RHBC
807
R.H. Bluestein & Co
Michigan
$296K
VAS
808
Vestmark Advisory Solutions
Massachusetts
$296K +$74.8K +928 +36%
IWS
809
Insight Wealth Strategies
California
$295K +$4.59K +57 +2%
RB
810
Rodgers Brothers
Pennsylvania
$293K
CBT
811
Central Bank & Trust
Kentucky
$292K +$242K +3,000 +667%
CT
812
Chicago Trust
Illinois
$292K +$278K +3,448 New
JIC
813
Joel Isaacson & Co
New York
$290K
Fayez Sarofim & Co
814
Fayez Sarofim & Co
Texas
$287K
RCA
815
Ranch Capital Advisors
Florida
$287K
BFC
816
Bedel Financial Consulting
Indiana
$287K +$80.6K +1,000 +42%
Jones Financial Companies
817
Jones Financial Companies
Missouri
$284K +$61.7K +766 +30%
YIH
818
Y-Intercept (HK)
Hong Kong
$280K -$849K -10,535 -76%
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$280K +$12.1K +150 +5%
TBA
820
Tower Bridge Advisors
Pennsylvania
$280K +$266K +3,300 New
MYLI
821
Meiji Yasuda Life Insurance
Japan
$278K +$25K +310 +10%
HIC
822
Holderness Investments Company
North Carolina
$278K +$36.3K +450 +16%
AAM
823
Aureus Asset Management
Massachusetts
$278K +$265K +3,287 New
CS
824
Comerica Securities
Michigan
$275K -$41.6K -516 -14%
IWM
825
IHT Wealth Management
Illinois
$275K +$8.63K +107 +3%

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.