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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
FGAM
1026
Financial Gravity Asset Management
Texas
$85K
SBL
1027
Sargent Bickham Lagudis
Colorado
$85K
TSW
1028
Thompson Siegel & Walmsley
Virginia
$85K
AW
1029
Alaethes Wealth
Nevada
$85K +$86.1K +1,000 New
EL
1030
EMFO LLC
Florida
$85K +$86.4K +1,004 New
LAM
1031
Lountzis Asset Management
Pennsylvania
$84K
AF
1032
Arrow Financial
New York
$84K +$55.6K +646 +190%
APC
1033
Aspire Private Capital
North Carolina
$83K -$107K -1,244 -56%
RMC
1034
Resources Management Corp
Connecticut
$83K -$3.1K -36 -4%
LWCFA
1035
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K +$84.6K +983 New
SSC
1036
Syverson Strege & Co
Iowa
$82K -$22.7K -264 -21%
PFBT
1037
Parkside Financial Bank & Trust
Missouri
$82K +$3.1K +36 +4%
DI
1038
Disciplined Investments
Oklahoma
$79K +$431 +5 +0.5%
FWM
1039
Focused Wealth Management
New York
$77K +$517 +6 +0.7%
CG
1040
Cutler Group
California
$76K +$78.4K +910 New
FPFS
1041
First Personal Financial Services
North Carolina
$74K
ASBI
1042
American State Bank (Iowa)
Iowa
$72.3K
VNA
1043
Valley National Advisers
Pennsylvania
$72K
EBA
1044
Eagle Bay Advisors
New York
$71K +$69.7K +809 New
TFS
1045
TrustCore Financial Services
Tennessee
$70K
IF
1046
Ironwood Financial
Arizona
$68K
AS
1047
Altshuler Shaham
Israel
$68K +$69.1K +803 New
NL
1048
NVWM LLC
Pennsylvania
$67K
SN
1049
Sittner & Nelson
Oregon
$67K
SFPG
1050
Stonebridge Financial Planning Group
Florida
$67K

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.