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American Electric Power
AEP

Overview Fund Activity

1,170 hedge funds and large institutions have $31.2B invested in American Electric Power in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 439 increasing their positions, 419 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
-32
Holders Change %
-2.66%
% of All Funds
20.6%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
106
Increased
439
Reduced
419
Closed
126
Calls
$210M
Puts
$175M
Net Calls
+$34.8M
Net Calls Change
-$27.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$245M
2
BlackRock
BlackRock
New York
+$243M
3
Millennium Management
Millennium Management
New York
+$224M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$196M
5
Citadel Advisors
Citadel Advisors
Florida
+$168M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$533M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$260M
3
BC
Brookfield Corp
Ontario, Canada
-$138M
4
Jennison Associates
Jennison Associates
New York
-$134M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
501
Solitude Financial Services
Virginia
$842K -$105K -1,237 -11%
AWM
502
Aevitas Wealth Management
Massachusetts
$832K +$3.47K +41 +0.4%
VCA
503
Verdence Capital Advisors
Maryland
$823K +$102K +1,208 +14%
KWM
504
Kingsview Wealth Management
Oregon
$821K -$86.5K -1,012 -10%
NL
505
Navalign LLC
California
$816K +$816K +9,630 New
PHS
506
Pekin Hardy Strauss
Illinois
$815K – – –
FIM
507
Freedom Investment Management
Connecticut
$807K -$98.3K -1,160 -11%
BPM
508
Bowling Portfolio Management
Ohio
$807K -$59.7K -704 -7%
PTC
509
Private Trust Company
Ohio
$804K +$46.2K +546 +6%
RIL
510
Rothschild Investment LLC
Illinois
$801K +$37.9K +447 +5%
GPA
511
Garrison Point Advisors
California
$798K -$22.9K -270 -3%
MSA
512
Marino Stram & Associates
Massachusetts
$793K +$161K +1,899 +25%
FLI
513
Family Legacy Inc
South Carolina
$786K +$2.88K +34 +0.4%
Cohen & Steers
514
Cohen & Steers
New York
$780K +$780K +9,209 New
CFGS
515
Concourse Financial Group Securities
Alabama
$778K +$4.23K +50 +0.5%
WP
516
WealthPLAN Partners
Nebraska
$774K -$6.46K -73 -0.8%
WFM
517
Wolff Financial Management
Michigan
$773K +$100K +1,180 +15%
PAM
518
Premier Asset Management
Illinois
$773K +$149K +1,755 +24%
CDH
519
Charles D. Hyman
$771K – – –
QT
520
Quantbot Technologies
New York
$765K +$765K +9,039 New
SWA
521
Stratos Wealth Advisors
Ohio
$763K +$69.1K +816 +10%
LIM
522
Longfellow Investment Management
Massachusetts
$762K -$113K -1,337 -13%
OPW
523
Oxler Private Wealth
New York
$762K – – –
NEI
524
Northwest & Ethical Investments
Ontario, Canada
$762K -$939K -11,081 -55%
LMAM
525
Legg Mason Asset Management
Japan
$755K -$18.2K -215 -2%
19 20
21
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