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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
SPP
876
Single Point Partners
Massachusetts
$235K +$240K +2,784 New
CT
877
Coastline Trust
Rhode Island
$234K
AIP
878
Ahrens Investment Partners
Louisiana
$234K +$239K +2,770 New
CB
879
Cadence Bank
Mississippi
$233K -$9.47K -110 -4%
SWM
880
Shakespeare Wealth Management
Wisconsin
$233K
IWP
881
Icon Wealth Partners
Texas
$233K +$237K +2,756 New
MSR
882
Main Street Research
Connecticut
$231K -$166K -1,928 -41%
OPS
883
Orion Portfolio Solutions
Nebraska
$231K -$5.51K -64 -2%
IFS
884
Ifrah Financial Services
Arkansas
$231K +$2.24K +26 +1%
BCM
885
Becker Capital Management
Oregon
$230K +$19.1K +222 +9%
CW
886
CreativeOne Wealth
Kansas
$230K +$235K +2,724 New
NIM
887
Northeast Investment Management
Massachusetts
$229K
CCM
888
Coldstream Capital Management
Washington
$229K +$22.7K +264 +11%
MWM
889
Midwest Wealth Management
Indiana
$228K
RPWA
890
Regent Peak Wealth Advisors
Georgia
$228K +$223K +2,589 New
LI
891
Lafayette Investments
Maryland
$228K +$232K +2,694 New
WCM
892
Weld Capital Management
New York
$227K -$493K -5,721 -68%
BFC
893
Blue Fin Capital
Rhode Island
$227K -$30.1K -350 -12%
ABC
894
Associated Banc-Corp
Wisconsin
$227K -$13.9K -161 -6%
FM
895
Foster & Motley
Ohio
$227K +$8.61K +100 +4%
CIAS
896
Capital Investment Advisory Services
North Carolina
$227K +$231K +2,683 New
4WM
897
4J Wealth Management
Virginia
$226K
NP
898
NorthRock Partners
Minnesota
$225K +$11.5K +134 +5%
JC
899
Jacobs & Co
California
$224K
SCA
900
Stonebridge Capital Advisors
Minnesota
$223K +$113K +1,318 +100%

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.