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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
PWA
951
Phoenix Wealth Advisors
North Carolina
$191K -$215K -2,496 -53%
GI
952
Gradient Investments
Minnesota
$189K -$3.79K -44 -2%
CI
953
CX Institutional
Indiana
$189K +$14.6K +170 +8%
BCWM
954
Bartlett & Co Wealth Management
Ohio
$188K -$4.05K -47 -2%
BC
955
Bartlett & Co
Ohio
$188K -$4.05K -47 -2%
FCA
956
FinTrust Capital Advisors
South Carolina
$188K +$8.61K +100 +5%
WQ
957
Wealth Quarterback
New Jersey
$187K +$190K +2,208 New
TCOV
958
Trust Company of Vermont
Vermont
$185K +$21.6K +251 +13%
PCFFS
959
Pacific Center for Financial Services
California
$184K
JFGIW
960
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K -$51.7K -600 -22%
JGIA
961
Jackson Grant Investment Advisers
Connecticut
$178K +$3.62K +42 +2%
TF
962
TimeScale Financial
Massachusetts
$177K +$1.38K +16 +0.8%
RFA
963
Reilly Financial Advisors
California
$176K -$18.7K -217 -9%
MHR
964
Matthew Hamilton Rosenberg
$176K -$3.96K -46 -2%
WP
965
WealthShield Partners
North Carolina
$175K +$18.2K +211 +11%
HSA
966
Hussman Strategic Advisors
Maryland
$169K -$258K -3,000 -60%
FA
967
Financial Advantage
Maryland
$169K
PFGIA
968
Patriot Financial Group Insurance Agency
Massachusetts
$165K +$22.2K +258 +15%
PB
969
Pinnacle Bancorp
Nebraska
$164K +$30.5K +354 +22%
LAS
970
Lloyd Advisory Services
Georgia
$162K +$34K +395 +26%
BAM
971
Barrett Asset Management
New York
$155K
CAM
972
Cozad Asset Management
Illinois
$152K -$359K -4,172 -70%
OSNBOA
973
Old Second National Bank of Aurora
Illinois
$152K
PCG
974
Private Capital Group
Connecticut
$150K +$17.9K +208 +13%
CWM
975
Cranbrook Wealth Management
Michigan
$145K

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.