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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
TH
976
TCTC Holdings
Texas
$145K
NIPH
977
NN Investment Partners Holdings
Netherlands
$144K +$127K +1,476 +665%
BWL
978
Bogart Wealth LLC
Virginia
$143K +$1.38K +16 +1%
MCM
979
Manchester Capital Management
Vermont
$141K +$1.72K +20 +1%
JCM
980
Jacobi Capital Management
Pennsylvania
$140K
JMF
981
Johnson Midwest Financial
Iowa
$138K
AF
982
Advisornet Financial
Minnesota
$136K -$7.49K -87 -5%
MA
983
MCF Advisors
Kentucky
$136K +$100K +1,166 +263%
FWM
984
FFT Wealth Management
Pennsylvania
$135K +$137K +1,594 New
PP
985
Paloma Partners
Connecticut
$134K -$731K -8,491 -84%
SWM
986
Selective Wealth Management
Virginia
$134K +$17.2K +200 +14%
BBL
987
Beck Bode LLC
Massachusetts
$131K +$133K +1,549 New
WBC
988
West Branch Capital
Massachusetts
$131K +$134K +1,553 New
HWA
989
Heritage Wealth Advisors
Virginia
$130K
GRP
990
Global Retirement Partners
California
$130K +$5.6K +65 +4%
SWM
991
Sugarloaf Wealth Management
Georgia
$127K +$8.96K +104 +7%
KTC
992
Kistler-Tiffany Companies
Pennsylvania
$124K
LC
993
Lindbrook Capital
California
$124K +$87.6K +1,017 +229%
PCTC
994
Perkins Coie Trust Company
Washington
$123K
SAM
995
S.A. Mason
Michigan
$123K +$1.72K +20 +1%
ME
996
McIlrath & Eck
Washington
$123K +$59.3K +689 +90%
MRCM
997
M&R Capital Management
New Jersey
$122K -$34.4K -400 -22%
BU
998
BBVA USA
Alabama
$120K +$123K +1,425 New
BCM
999
Blume Capital Management
California
$119K
DSC
1000
Duncker Streett & Co
Missouri
$118K -$22.7K -264 -16%

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.