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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
JIR
551
James Investment Research
Ohio
$742K -$281K -3,237 -27%
FWM
552
Foresight Wealth Management
Utah
$741K
DI
553
DAGCO Inc
Ohio
$739K +$607 +7 +0.1%
HPC
554
HM Payson & Co
Maine
$738K -$2.34K -27 -0.3%
FWCM
555
Ferguson Wellman Capital Management
Oregon
$737K
DWM
556
Doyle Wealth Management
Florida
$728K -$22K -254 -3%
WP
557
WealthPLAN Partners
Nebraska
$726K +$5.21K +60 +0.7%
BCM
558
Brookstone Capital Management
Illinois
$726K +$122K +1,404 +19%
NW
559
NewEdge Wealth
Pennsylvania
$726K +$756K +8,713 New
FHC
560
First Horizon Corporation
Tennessee
$725K +$1.48K +17 +0.2%
PAM
561
Paradigm Asset Management
New York
$724K +$26K +300 +4%
ANRIA
562
American National Registered Investment Advisor
Texas
$714K
FFA
563
Founders Financial Alliance
North Carolina
$712K +$48.2K +555 +7%
EWM
564
Evercore Wealth Management
New York
$709K -$229K -2,636 -24%
VCA
565
Verdence Capital Advisors
Maryland
$709K +$124K +1,433 +20%
FWIA
566
Fort Washington Investment Advisors
Ohio
$708K -$113K -1,300 -13%
EP
567
Edgestream Partners
New Jersey
$705K +$734K +8,461 New
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$703K -$78K -899 -10%
OFG
569
Oxford Financial Group
Indiana
$703K
EP
570
Eudaimonia Partners
Tennessee
$695K -$2.86K -33 -0.4%
Vontobel Holding
571
Vontobel Holding
Switzerland
$692K +$742K +8,546 New
Capstone Investment Advisors
572
Capstone Investment Advisors
New York
$691K +$538K +6,197 +295%
SWA
573
Stratos Wealth Advisors
Ohio
$682K +$67.9K +782 +11%
Walleye Trading
574
Walleye Trading
New York
$680K +$709K +8,165 New
PRC
575
Pearl River Capital
Michigan
$677K +$705K +8,125 New