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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
LWM
801
Laidlaw Wealth Management
New York
$300K +$305K +3,545 New
CAM
802
Cypress Asset Management
Texas
$298K -$6.03K -70 -2%
MFW
803
Meristem Family Wealth
Minnesota
$298K +$303K +3,517 New
AAM
804
Aureus Asset Management
Massachusetts
$297K +$19K +221 +7%
HFM
805
Hartford Financial Management
Connecticut
$296K
IFA
806
Interactive Financial Advisors
Illinois
$296K
MC
807
Mathes Company
New York
$296K
RCM
808
Radnor Capital Management
Pennsylvania
$296K
RHBC
809
R.H. Bluestein & Co
Michigan
$296K
FANJ
810
Financial Architects (New Jersey)
New Jersey
$294K +$42.5K +494 +17%
RB
811
Renasant Bank
Mississippi
$293K +$53K +615 +22%
APG
812
Abacus Planning Group
South Carolina
$292K -$8.61K -100 -3%
GIA
813
Gladstone Institutional Advisory
Florida
$291K +$296K +3,441 New
LW
814
Linscomb Wealth
Texas
$290K -$18.9K -219 -6%
JIC
815
Joel Isaacson & Co
New York
$289K
IC
816
IEQ Capital
California
$289K +$294K +3,416 New
BFC
817
Bedel Financial Consulting
Indiana
$287K
RCA
818
Ranch Capital Advisors
Florida
$287K
Fayez Sarofim & Co
819
Fayez Sarofim & Co
Texas
$286K
FDS
820
First Dallas Securities
Texas
$284K -$25.8K -300 -8%
NFG
821
Nations Financial Group
Iowa
$280K +$15K +174 +6%
SG
822
StoneX Group
New York
$280K +$285K +3,309 New
HIC
823
Holderness Investments Company
North Carolina
$277K
FM
824
Family Management
New York
$276K +$281K +3,258 New
DLA
825
Douglas Lane & Associates
New York
$276K +$281K +3,267 New

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.