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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
FFG
926
Frisch Financial Group
New York
$213K +$1.89K +22 +0.9%
IA
927
Insight Advisors
Pennsylvania
$212K +$3.88K +45 +2%
6M
928
6 Meridian
Kansas
$211K -$7.06K -82 -3%
ODG
929
O'Dell Group
Ohio
$210K -$103K -1,200 -33%
MS
930
Madden Securities
Texas
$210K -$1.98K -23 -0.9%
CSPIA
931
Cary Street Partners Investment Advisory
Virginia
$210K +$7.49K +87 +4%
FFG
932
Fortem Financial Group
California
$209K +$1.55K +18 +0.7%
LSAG
933
Lake Street Advisors Group
New Hampshire
$207K +$200K +2,327 New
CAMG
934
CWA Asset Management Group
Florida
$206K -$43K -499 -17%
TWA
935
TCI Wealth Advisors
Arizona
$206K -$42.5K -494 -17%
BC
936
Burney Company
Virginia
$206K +$5.6K +65 +3%
AF
937
Aldebaran Financial
$205K
SC
938
Schulhoff & Co
Ohio
$205K
OFW
939
Omnia Family Wealth
Florida
$205K +$4.91K +57 +2%
KOC
940
Koss-Olinger Consulting
Florida
$204K
DPI
941
Diversified Portfolios Inc
Michigan
$204K +$2.84K +33 +1%
CBT
942
Central Bank & Trust
Kentucky
$203K -$90.4K -1,050 -30%
HFS
943
Hantz Financial Services
Michigan
$203K -$8.18K -95 -4%
ANTB
944
AMG National Trust Bank
Colorado
$203K -$2.58K -30 -1%
CCM
945
Condor Capital Management
New Jersey
$203K
FNBTCON
946
First National Bank & Trust Co of Newtown
Pennsylvania
$203K +$207K +2,402 New
MW
947
Marcum Wealth
Ohio
$202K -$59.8K -694 -22%
MFW
948
Mosaic Family Wealth
Missouri
$201K -$27.5K -319 -12%
SFO
949
Standard Family Office
South Dakota
$197K
ST
950
Smithfield Trust
Pennsylvania
$192K

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.