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American Electric Power

1,208 hedge funds and large institutions have $30.6B invested in American Electric Power in 2020 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 414 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 67

58% more call options, than puts

Call options by funds: $169M | Put options by funds: $107M

8% more funds holding

Funds holding: 1,1171,208 (+91)

2% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 414

1% more capital invested

Capital invested by funds: $30.4B → $30.6B (+$247M)

1.03% less ownership

Funds ownership: 75.16%74.13% (-1%)

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
1,208
Holders Change
+91
Holders Change %
+8.15%
% of All Funds
21.38%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
175
Increased
421
Reduced
414
Closed
67
Calls
$169M
Puts
$107M
Net Calls
+$62.1M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$941K +$907K +10,447 +1,231%
SFS
502
Solitude Financial Services
Virginia
$930K +$970K +11,173 New
CAM
503
Columbia Asset Management
Michigan
$920K -$214K -2,463 -18%
ECM
504
Everence Capital Management
Indiana
$918K -$899K -10,360 -48%
JWM
505
JGP Wealth Management
Oregon
$913K -$5.9K -68 -0.6%
ASN
506
Advisory Services Network
Georgia
$912K +$386K +4,451 +69%
AIM
507
Aigen Investment Management
New York
$912K +$950K +10,952 New
TCA
508
Transcend Capital Advisors
New Jersey
$905K +$579K +6,677 +159%
BBVA
509
Banco Bilbao Vizcaya Argentaria
Spain
$902K +$113K +1,301 +14%
TI
510
Trexquant Investment
Connecticut
$900K -$323K -3,724 -26%
FIM
511
Freedom Investment Management
Connecticut
$890K +$40.9K +471 +5%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$889K -$434 -5 -0%
ANTB
513
AMG National Trust Bank
Colorado
$885K +$2.6K +30 +0.3%
KWM
514
Kingsview Wealth Management
Oregon
$884K +$50.7K +584 +6%
FLPIM
515
F.L. Putnam Investment Management
Massachusetts
$874K +$77.9K +898 +9%
FHA
516
Flagship Harbor Advisors
Massachusetts
$872K -$23.4K -270 -3%
HSA
517
HBK Sorce Advisory
Pennsylvania
$870K +$31K +357 +4%
SW
518
SVB Wealth
Massachusetts
$860K +$10.6K +122 +1%
LIM
519
Longfellow Investment Management
Massachusetts
$860K +$896K +10,324 New
AWG
520
Altus Wealth Group
Colorado
$856K +$892K +10,276 New
BPM
521
Bowling Portfolio Management
Ohio
$852K -$49.8K -574 -5%
SF
522
Synovus Financial
Georgia
$839K -$107K -1,231 -11%
Citadel Advisors
523
Citadel Advisors
Florida
$838K -$11.2M -129,004 -93%
AAM
524
AR Asset Management
California
$833K
SACTSONJ
525
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$833K

AEP Hedge Fund Activity: Q4 2020 in Review

1,208 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2020, worth a combined $30.6B — up 0.81% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new AEP positions and 67 closed out — a net gain of 108 holders — while 421 added to existing stakes and 414 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $186M. The largest seller was Bank of America, cutting an estimated $302M.

  • 1,208 institutional investors held American Electric Power (AEP) as of Q4 2020, up from 1,117 in Q3 2020.
  • Funds reported $30.6B of American Electric Power stock for Q4 2020, up 0.81% quarter-over-quarter.
  • 175 funds opened new American Electric Power positions in Q4 2020 and 67 closed out, a net change of +108 holders.
  • The largest American Electric Power buyer in Q4 2020 was CIBC Private Wealth Group, an estimated $186M added.
  • The largest American Electric Power seller in Q4 2020 was Bank of America, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.