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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
GFPC
1101
Global Financial Private Client
Florida
$34.1K
EWM
1102
Endurance Wealth Management
Rhode Island
$33K -$1.64K -19 -5%
RIM
1103
Rockbridge Investment Management
New York
$33K
Loomis, Sayles & Company
1104
Loomis, Sayles & Company
Massachusetts
$33K +$1.38K +16 +4%
TC
1105
Trust Company
Kansas
$32K +$15.1K +175 +88%
BWM
1106
Baystate Wealth Management
Massachusetts
$31K
COCM
1107
Charter Oak Capital Management
New Hampshire
$31K
SWA
1108
Sutton Wealth Advisors
Florida
$29.9K
FP
1109
Financial Perspectives
Minnesota
$29.5K -$2.52M -29,211 -99%
TFO
1110
Tarbox Family Office
California
$29K
IAS
1111
IMA Advisory Services
Colorado
$27K
EIP
1112
Ellis Investment Partners
Pennsylvania
$26K +$258 +3 +1%
CCA
1113
Catalyst Capital Advisors
New York
$26K +$947 +11 +4%
TFIPS
1114
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.4K
CLOS
1115
Compagnie Lombard Odier SCmA
Switzerland
$25K -$25.8K -300 -50%
CH
1116
Canton Hathaway
Rhode Island
$25K
CAGAS
1117
Capital Advisory Group Advisory Services
Minnesota
$25K
WOC
1118
West Oak Capital
California
$24K -$6.46K -75 -21%
TWM
1119
Tradition Wealth Management
Minnesota
$24K -$86 -1 -0.4%
4FG
1120
4Thought Financial Group
New York
$24K +$24.7K +287 New
TCM
1121
TD Capital Management
Tennessee
$21K
WB
1122
Webster Bank
Connecticut
$21K
Optiver Holding
1123
Optiver Holding
Netherlands
$21K +$21K +244 New
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K +$21.7K +252 New
LWA
1125
Lenox Wealth Advisors
New York
$20K

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.