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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
BFM
1226
Boothbay Fund Management
New York
-$430K -5,078 Closed
SFS
1227
Sowell Financial Services
Arkansas
-$379K -4,296 Closed
CBT
1228
Capital Bank & Trust
California
-$361K -4,259 Closed
CNBTD
1229
Citizens National Bank Trust Department
Mississippi
-$355K -4,190 Closed
ARMT
1230
Amica Retiree Medical Trust
Rhode Island
-$352K -4,155 Closed
SDAM
1231
Shulman DeMeo Asset Management
New York
-$339K -4,001 Closed
TSS
1232
Two Sigma Securities
New York
-$340K -3,952 Closed
ST
1233
Sabal Trust
Florida
-$318K -3,749 Closed
IWS
1234
Insight Wealth Strategies
California
-$295K -3,485 Closed
YIH
1235
Y-Intercept (HK)
Hong Kong
-$280K -3,305 Closed
JF
1236
Jump Financial
Illinois
-$268K -3,165 Closed
Fisher Asset Management
1237
Fisher Asset Management
Washington
-$250K -2,957 Closed
AC
1238
Apella Capital
Connecticut
-$248K -2,922 Closed
ABTD
1239
Arvest Bank Trust Division
Oklahoma
-$242K -2,859 Closed
JWCA
1240
J.W. Coons Advisors
Ohio
-$240K -2,832 Closed
B
1241
Bailard
California
-$239K -2,820 Closed
RFM
1242
Royal Fund Management
Florida
-$235K -2,785 Closed
BMC
1243
Beaton Management Company
Massachusetts
-$233K -2,747 Closed
AC
1244
Athanor Capital
New York
-$226K -2,667 Closed
APA
1245
Allegiant Private Advisors
Florida
-$221K -2,607 Closed
AWA
1246
Arete Wealth Advisors
Illinois
-$221K -2,603 Closed
CFG
1247
Citizens Financial Group
Rhode Island
-$218K -2,578 Closed
DWT
1248
Dorsey & Whitney Trust
South Dakota
-$207K -2,443 Closed
CCA
1249
Cobblestone Capital Advisors
New York
-$207K -2,442 Closed
FMC
1250
First Merchants Corp
Indiana
-$202K -2,390 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.