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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
PCA
901
Pallas Capital Advisors
Massachusetts
$223K +$216K +2,507 New
MGIA
902
Moneta Group Investment Advisors
Missouri
$222K +$226K +2,624 New
DAM
903
Derbend Asset Management
Georgia
$222K +$226K +2,625 New
CIC
904
Cutler Investment Counsel
Oregon
$221K
VFA
905
Valeo Financial Advisors
Indiana
$221K +$258 +3 +0.1%
GWSG
906
GPS Wealth Strategies Group
Colorado
$221K +$33.8K +392 +18%
BWM
907
Birchcreek Wealth Management
Ohio
$221K +$225K +2,616 New
FNFDCM
908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$220K
SIM
909
Sonora Investment Management
Arizona
$220K +$8.61K +100 +4%
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$219K
SWM
911
Spire Wealth Management
Virginia
$218K -$647K -7,520 -75%
IA
912
IFG Advisory
Georgia
$218K -$11.3K -131 -5%
LA
913
Latitude Advisors
Florida
$218K +$1.03K +12 +0.5%
SMH
914
Sanders Morris Harris
Texas
$217K -$21.5K -250 -9%
CBT
915
CoreFirst Bank & Trust
Kansas
$216K -$17.2K -200 -7%
ACA
916
Aptus Capital Advisors
Alabama
$216K
LF
917
Lantz Financial
Illinois
$216K +$220K +2,557 New
LBC
918
Lowe Brockenbrough & Co
Virginia
$215K -$31K -360 -12%
GAB
919
German American Bancorp
Indiana
$215K
SB
920
Sunflower Bank
Texas
$215K
CPA
921
Clear Perspective Advisors
Illinois
$214K
SFS
922
Summit Financial Strategies
Ohio
$214K +$218K +2,532 New
RWP
923
RWA Wealth Partners
Massachusetts
$213K -$3.1K -36 -1%
RA
924
RFG Advisory
Alabama
$213K +$172 +2 +0.1%
MSAM
925
Moloney Securities Asset Management
Missouri
$213K +$344 +4 +0.2%

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.