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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
LS
1001
Leelyn Smith
Illinois
$115K -$2.58K -30 -2%
BCA
1002
Berman Capital Advisors
Georgia
$112K +$48.4K +562 +73%
KFI
1003
Key Financial Inc
Pennsylvania
$111K
RE
1004
RBC Europe
United Kingdom
$109K
AWM
1005
AllSquare Wealth Management
New York
$107K
JIR
1006
James Investment Research
Ohio
$106K
APW
1007
Acima Private Wealth
Virginia
$104K
CCC
1008
Crescent Capital Consulting
Louisiana
$103K
AWM
1009
Atticus Wealth Management
Florida
$102K
FCB
1010
First Command Bank
Texas
$100K
FCFS
1011
First Command Financial Services
Texas
$100K
GWMIA
1012
Global Wealth Management Investment Advisory
Florida
$100K
EWM
1013
Evermay Wealth Management
Virginia
$99K +$101K +1,175 New
FCM
1014
Firestone Capital Management
Florida
$97K
FRA
1015
Front Row Advisors
California
$96K
JWA
1016
JFS Wealth Advisors
Pennsylvania
$95K +$9.3K +108 +11%
EFSCE
1017
Enterprise Financial Services Corp (EFSC)
Missouri
$92K -$2.5K -29 -3%
CI Investments Inc
1018
CI Investments Inc
Ontario, Canada
$92K -$1.98K -23 -2%
CCA
1019
Column Capital Advisors
Indiana
$91K
CFO
1020
CVA Family Office
Colorado
$91K +$20.2K +235 +28%
BEI
1021
Benjamin Edwards Inc
Missouri
$90K +$5.34K +62 +6%
PMFA
1022
Plante Moran Financial Advisors
Michigan
$89K -$5.6K -65 -6%
WIA
1023
Wealthstreet Investment Advisors
Texas
$88K -$340K -3,950 -79%
OC
1024
Oakworth Capital
Alabama
$88K -$21.5K -250 -19%
GWS
1025
Glassman Wealth Services
Virginia
$88K +$2.75K +32 +3%

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.