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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.51B +$33.6M +390,025 +0.9%
BlackRock
2
BlackRock
New York
$3.21B +$2.07M +24,060 +0.1%
State Street
3
State Street
Massachusetts
$2.06B +$11.6M +134,827 +0.6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.96B -$574M -6,664,670 -22%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.18B -$778K -9,031 -0.1%
Franklin Resources
6
Franklin Resources
California
$1.1B +$36.6M +424,769 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$852M -$22.7M -263,381 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$686M -$170M -1,979,256 -20%
Ameriprise
9
Ameriprise
Minnesota
$684M +$65.2M +757,635 +10%
Wells Fargo
10
Wells Fargo
California
$664M -$8.88M -103,171 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$660M +$19.5M +226,075 +3%
Bank of America
12
Bank of America
North Carolina
$524M +$56.5M +656,662 +12%
Morgan Stanley
13
Morgan Stanley
New York
$521M +$91.4M +1,061,831 +21%
N
14
Nuveen
North Carolina
$516M +$1.21M +14,044 +0.2%
Legal & General Group
15
Legal & General Group
United Kingdom
$471M +$8.84M +102,711 +2%
Invesco
16
Invesco
Georgia
$469M +$26.8M +310,737 +6%
Northern Trust
17
Northern Trust
Illinois
$466M -$5.17M -60,069 -1%
Capital World Investors
18
Capital World Investors
California
$451M -$229M -2,660,096 -33%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$332M +$13.1M +151,651 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$329M +$4.65M +53,993 +1%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$323M -$1.02M -11,844 -0.3%
AllianceBernstein
22
AllianceBernstein
Tennessee
$313M -$10M -116,126 -3%
PI
23
Putnam Investments
Massachusetts
$303M +$686K +7,964 +0.2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$286M +$91.6M +1,064,297 +46%
Amundi
25
Amundi
France
$279M +$284M +3,295,297 New

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.