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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
NFSG
1151
Newbridge Financial Services Group
Florida
$10K +$86 +1 +0.8%
AFS
1152
Annapolis Financial Services
Maryland
$9K
HS
1153
Horan Securities
United States
$9K
RG
1154
Retirement Group
California
$9K +$86 +1 +1%
FI
1155
FormulaFolio Investments
Michigan
$9K +$3.19K +37 +49%
ECM
1156
Estabrook Capital Management
New York
$8.46K
LCM
1157
Logan Capital Management
Pennsylvania
$8K -$8.61K -100 -53%
APWA
1158
Atlas Private Wealth Advisors
New Jersey
$8K
CTB
1159
Country Trust Bank
Illinois
$8K
HCM
1160
Highlander Capital Management
New Jersey
$8K
PO
1161
Private Ocean
California
$8K
SFA
1162
Semmax Financial Advisors
North Carolina
$8K
BAM
1163
Baldrige Asset Management
Pennsylvania
$8K +$8.61K +100 New
CPWM
1164
Cypress Point Wealth Management
Texas
$8K +$8.61K +100 New
EW
1165
Evoke Wealth
California
$7K -$258 -3 -4%
SCA
1166
Stuart Chaussee & Associates
California
$7K
EWA
1167
Evolution Wealth Advisors
Florida
$6K
RTC
1168
Riverview Trust Company
Washington
$6K
DWMG
1169
DB Wealth Management Group
California
$5K
AIM
1170
Arcadia Investment Management
Michigan
$5K +$5.51K +64 New
Nisa Investment Advisors
1171
Nisa Investment Advisors
Missouri
$4.29K -$112K -1,295 -2%
ATC
1172
Adirondack Trust Company
New York
$4K
IPW
1173
IronBridge Private Wealth
Texas
$4K
SIS
1174
Sound Income Strategies
Florida
$4K +$1.55K +18 +67%
FWM
1175
Filbrandt Wealth Management
Wisconsin
$3K -$86 -1 -3%

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.