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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
KPCM
1076
Kings Point Capital Management
New York
$45K -$36.2K -420 -44%
CB
1077
CNB Bank
Pennsylvania
$44K
GAM
1078
Gemmer Asset Management
California
$44K +$1.64K +19 +4%
JFA
1079
JNBA Financial Advisors
Minnesota
$43K
LWA
1080
Lowe Wealth Advisors
Maryland
$43K
WLPWM
1081
Walled Lake Planning & Wealth Management
Illinois
$43K +$344 +4 +0.8%
MPWT
1082
MassMutual Private Wealth & Trust
Connecticut
$43K +$6.46K +75 +17%
POIA
1083
Pin Oak Investment Advisors
Texas
$43K +$26K +302 +147%
TI
1084
tru Independence
Oregon
$43K +$43.7K +508 New
FNBOSM
1085
First National Bank of South Miami
Florida
$42K
HI
1086
Hudock Inc
Pennsylvania
$42K
PSB
1087
Piscataqua Savings Bank
New Hampshire
$42K
AWM
1088
Avior Wealth Management
Nebraska
$41K +$26.3K +305 +62%
NIM
1089
NuWave Investment Management
New Jersey
$41K +$42.1K +489 New
NC
1090
NewSquare Capital
Pennsylvania
$40K
EBSAM
1091
Eubel Brady & Suttman Asset Management
Ohio
$40K +$40.4K +469 New
TFGT
1092
TS Financial Group (TSFG)
Illinois
$39K +$12.1K +141 +44%
CPA
1093
Cowen Prime Advisors
New York
$38K
SWA
1094
SOA Wealth Advisors
New York
$38K +$172 +2 +0.4%
FFC
1095
First Financial Corp
Indiana
$37K -$8.01K -93 -18%
ONST
1096
Old North State Trust
North Carolina
$37K
SCM
1097
Silvant Capital Management
Georgia
$37K
WPA
1098
West Paces Advisors
Georgia
$35K +$1.81K +21 +5%
AIL
1099
AGF Investments LLC
Ontario, Canada
$35K +$2.33K +27 +7%
PWS
1100
Paragon Wealth Strategies
Florida
$35K +$35.9K +417 New

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.