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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
IFAM
1176
Institutional & Family Asset Management
Colorado
$3K
SL
1177
Savior LLC
Massachusetts
$3K
UFF
1178
USA Financial Formulas
Michigan
$3K
Bank Julius Baer & Co
1179
Bank Julius Baer & Co
Switzerland
$3K +$431 +5 +17%
WWMSC
1180
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$2.58K +30 New
PP
1181
Pacifica Partners
Canada
$3K +$2.75K +32 New
PWP
1182
Personal Wealth Partners
Minnesota
$3K +$2.75K +32 New
TLFA
1183
True Link Financial Advisors
California
$3K +$3.01K +35 New
LWANC
1184
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.36K +39 New
HR
1185
Howe & Rusling
New York
$2K
JWM
1186
Janiczek Wealth Management
Colorado
$2K
KFP
1187
KB Financial Partners
New Jersey
$2K
BBHC
1188
Brown Brothers Harriman & Co
New York
$1.56K +$29.3K +340 +2%
FMP
1189
Financial Management Professionals
Texas
$1K -$31.8K -369 -96%
CMBA
1190
C.M. Bidwell & Associates
Hawaii
$1K +$603 +7 New
AWMS
1191
Advocacy Wealth Management Services
Georgia
$1K +$775 +9 New
MF
1192
Magnetar Financial
Illinois
$336 +$342K +3,973 New
WIM
1193
Westside Investment Management
California
$110 +$6.2K +72 +6%
GGI
1194
Godsey & Gibb Inc
Virginia
-$16M -188,812 Closed
MSE
1195
MUFG Securities EMEA
United Kingdom
-$12M -141,469 Closed
Qube Research & Technologies (QRT)
1196
Qube Research & Technologies (QRT)
United Kingdom
-$11.3M -132,827 Closed
E
1197
Ergoteles
New York
-$11M -130,392 Closed
NLGIA
1198
Nippon Life Global Investors Americas
New York
-$7.08M -83,540 Closed
HC
1199
Hendley & Co
Ohio
-$4.79M -56,497 Closed
DA
1200
Duality Advisers
Florida
-$4.26M -50,283 Closed

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.