We are live on ! Find out more
AEP icon

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
CFD
1051
Creative Financial Designs
Indiana
$66K
IP
1052
Isthmus Partners
Wisconsin
$64K +$65K +755 New
HWM
1053
Holloway Wealth Management
Florida
$63K
TI
1054
Truehand Inc
New Hampshire
$63K
RAM
1055
Riggs Asset Management
Pennsylvania
$63K +$21.1K +245 +49%
AAP
1056
Arax Advisory Partners
Colorado
$63K +$63.8K +741 New
1IA
1057
1834 Investment Advisors
Wisconsin
$62K
RDWM
1058
Red Door Wealth Management
Tennessee
$61K +$62.3K +724 New
DOA
1059
D'Orazio & Associates
Virginia
$60K
CCMW
1060
Cypress Capital Management (Wyoming)
Wyoming
$59K
TIM
1061
Tortoise Investment Management
New York
$59K
CWA
1062
Clearview Wealth Advisors
Oregon
$58K -$39.1K -454 -40%
LF
1063
Lee Financial
Texas
$58K
AA
1064
Addison Advisors
Vermont
$54K +$54.6K +634 New
VCM
1065
Versant Capital Management
Arizona
$53K -$517 -6 -1%
OIA
1066
Optimum Investment Advisors
Illinois
$53K
PSIWM
1067
Paradigm Strategies in Wealth Management
Minnesota
$52K
ACA
1068
Atlas Capital Advisors
Wyoming
$51.6K +$517 +6 +1%
CT
1069
Clearstead Trust
Maine
$50K +$51.1K +594 New
TFM
1070
TFC Financial Management
Massachusetts
$49K
LFG
1071
Larson Financial Group
Missouri
$49K +$42.4K +493 +573%
SFSIG
1072
San Francisco Sentry Investment Group
California
$48K
LWM
1073
Liberty Wealth Management
California
$47K +$12.7K +148 +27%
CC
1074
Corsicana & Co
Texas
$47K +$47.8K +555 New
ADL
1075
Asset Dedication LLC
California
$46K +$1.03K +12 +2%

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.