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American Electric Power
AEP

Overview Fund Activity

1,114 hedge funds and large institutions have $30.3B invested in American Electric Power in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 386 increasing their positions, 417 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-12
Holders Change %
-1.07%
% of All Funds
22.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
92
Increased
386
Reduced
417
Closed
94
Calls
$162M
Puts
$116M
Net Calls
+$46.6M
Net Calls Change
+$7.42M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$592M
2
Capital World Investors
Capital World Investors
California
+$342M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$324M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$243M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$352M
2
Renaissance Technologies
Renaissance Technologies
New York
-$180M
3
ZP
Zimmer Partners
New York
-$143M
4
CVA
Ceredex Value Advisors
Florida
-$127M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
651
Cohen Klingenstein
New York
$450K – – –
WSTAM
652
Wilbanks Smith & Thomas Asset Management
Virginia
$449K -$5.23K -64 -1%
IAA
653
Independent Advisor Alliance
North Carolina
$448K -$23.4K -287 -5%
AWM
654
Aberdeen Wealth Management
Illinois
$441K – – –
EWM
655
Empirical Wealth Management
Washington
$436K – – –
BCA
656
Bay Colony Advisors
Massachusetts
$436K +$116K +1,418 +36%
PIA
657
Pinion Investment Advisors
Kansas
$433K – – –
PWW
658
Pettyjohn Wood & White
Virginia
$428K +$82 +1 +0%
DWA
659
Douglass Winthrop Advisors
New York
$427K – – –
DJSG
660
D.J. St. Germain
Massachusetts
$427K +$19.6K +240 +5%
AMIM
661
Aull & Monroe Investment Management
Alabama
$426K – – –
PFT
662
Providence First Trust
Arizona
$424K -$2.28M -27,937 -84%
CPIA
663
Cornell Pochily Investment Advisors
New York
$424K +$1.06K +13 +0.3%
PA
664
Parallel Advisors
California
$423K -$30.4K -372 -7%
LA
665
Lynch & Associates
Indiana
$420K – – –
IIC
666
Ironwood Investment Counsel
Arizona
$419K +$168K +2,060 +67%
WP
667
WealthSource Partners
California
$419K +$419K +5,126 New
VPIM
668
Vanguard Personalized Indexing Management
California
$416K +$26.9K +329 +7%
SMG
669
Smart Money Group
Texas
$415K +$3.68K +45 +0.9%
CFA
670
Carroll Financial Associates
North Carolina
$412K – – –
SIC
671
Salem Investment Counselors
North Carolina
$409K – – –
HSA
672
Hussman Strategic Advisors
Maryland
$409K – – –
LA
673
LexAurum Advisors
Kansas
$407K +$327 +4 +0.1%
B
674
Bellecapital
Switzerland
$405K – – –
BRWM
675
B. Riley Wealth Management
Tennessee
$405K +$405K +4,955 New
25 26
27
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