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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
BC
851
Bridgefront Capital
Texas
$252K +$257K +2,983 New
BONST
852
Bank of Nova Scotia Trust
Ontario, Canada
$251K +$10.1K +117 +4%
ALAM
853
Asahi Life Asset Management
Japan
$250K -$300K -3,480 -54%
KFA
854
Kelleher Financial Advisors
New York
$250K +$20.6K +239 +9%
WA
855
Wambolt & Associates
Colorado
$250K +$253K +2,937 New
IBOK
856
Independence Bank of Kentucky
Kentucky
$248K -$11.3K -131 -4%
PGAM
857
Princeton Global Asset Management
New Jersey
$248K
WJWM
858
Williams Jones Wealth Management
New York
$248K +$253K +2,937 New
CF
859
Centaurus Financial
California
$246K +$86 +1 +0%
WKWM
860
Walter & Keenan Wealth Management
Indiana
$246K +$86 +1 +0%
AIA
861
Armor Investment Advisors
North Carolina
$244K
BFEC
862
Benjamin F. Edwards & Company
Missouri
$243K -$83.1K -965 -25%
MMG
863
Monetary Management Group
Missouri
$243K
CHP
864
Cable Hill Partners
Oregon
$241K -$87.5K -1,016 -26%
SS
865
Simplicity Solutions
Minnesota
$241K +$245K +2,848 New
AWM
866
Accurate Wealth Management
Florida
$241K +$246K +2,852 New
FHC
867
First Heartland Consultants
Missouri
$240K -$2.58K -30 -1%
SWMG
868
Strategic Wealth Management Group
Maryland
$240K +$1.38K +16 +0.6%
NNP
869
Nachman Norwood & Parrott
South Carolina
$239K -$2.07K -24 -0.8%
AWM
870
Accel Wealth Management
Iowa
$238K +$1.38K +16 +0.6%
WCAMG
871
Woodard & Company Asset Management Group
North Carolina
$237K
CWM
872
Chronos Wealth Management
Florida
$237K +$8.61K +100 +4%
DT
873
Diversified Trust
Tennessee
$237K +$241K +2,796 New
PFSC
874
Peoples Financial Services Corp
Pennsylvania
$236K
WFMPM
875
Woodley Farra Manion Portfolio Management
Indiana
$236K

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.