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
BHWM
1126
Bay Harbor Wealth Management
Maryland
$19K -$21.6K -251 -53%
PWMG
1127
Prestige Wealth Management Group
New Jersey
$19K -$258 -3 -1%
CWC
1128
Carolinas Wealth Consulting
North Carolina
$19K +$603 +7 +3%
PGWM
1129
Parisi Gray Wealth Management
New Jersey
$19K +$19.6K +228 New
FPS
1130
Fieldpoint Private Securities
Connecticut
$18K +$2.93K +34 +20%
JWBC
1131
John W. Brooker & Co
California
$17K
LWP
1132
Lumature Wealth Partners
Georgia
$17K
RBC
1133
Roble Belko & Company
Pennsylvania
$17K
SFP
1134
Sterling Financial Planning
New Jersey
$17K
BFG
1135
Baron Financial Group
New Jersey
$16.9K
GEA
1136
Glen Eagle Advisors
New Jersey
$16.1K -$1.38K -16 -8%
MCM
1137
MV Capital Management
Maryland
$16K +$5.94K +69 +58%
AIG
1138
American International Group
New York
$15K -$43.5K -505 -0.3%
FCMT
1139
Founders Capital Management (Texas)
Texas
$15K
Twin Tree Management
1140
Twin Tree Management
Texas
$13K -$885K -10,273 -99%
TCM
1141
Tradewinds Capital Management
Washington
$13K
CP
1142
Corbenic Partners
Pennsylvania
$13K +$86 +1 +0.7%
MFA
1143
McClarren Financial Advisors
Pennsylvania
$13K +$86 +1 +0.6%
WWM
1144
Wolff Wiese Magana
California
$13K +$2.07K +24 +18%
EWM
1145
Elmwood Wealth Management
California
$12K
BWP
1146
Baldwin Wealth Partners
Massachusetts
$11K
FPB
1147
First PREMIER Bank
South Dakota
$11K +$10.8K +125 New
ETI
1148
Enterprise Trust & Investment
California
$11K +$11.6K +135 New
RA
1149
Resolute Advisors
California
$10K
WFA
1150
West Financial Advisors
Iowa
$10K

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.