We are live on ! Find out more
AEP icon

American Electric Power
AEP

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: 1,117 → 1,208 (+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: 7 → 1 (-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

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$186M
2
Ameriprise
Ameriprise
Minnesota
+$178M
3
Boston Partners
Boston Partners
Massachusetts
+$95.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.8M
5
N
Natixis
France
+$83.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$302M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$258M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$229M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$133M
5
Citigroup
Citigroup
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
676
Empowered Funds
Pennsylvania
$477K +$497K +5,727 New
IHL
677
Investment House LLC
California
$475K – – –
VPIM
678
Vanguard Personalized Indexing Management
California
$475K +$53.2K +613 +12%
BJL
679
Brighton Jones LLC
Washington
$475K +$106K +1,219 +27%
SC
680
Savant Capital
Illinois
$473K -$15.6K -180 -3%
PIA
681
Pinion Investment Advisors
Kansas
$473K +$21.3K +245 +5%
AWM
682
Aberdeen Wealth Management
Illinois
$465K +$16.1K +186 +3%
IF
683
Intrua Financial
Texas
$465K +$33.5K +386 +7%
MIP
684
Marietta Investment Partners
Wisconsin
$460K – – –
SSA
685
South Street Advisors
New York
$460K – – –
AP
686
Atwood & Palmer
Missouri
$458K – – –
CK
687
Cohen Klingenstein
New York
$458K – – –
PWW
688
Pettyjohn Wood & White
Virginia
$458K +$22.7K +262 +5%
FTDI
689
First Trust Direct Indexing
Massachusetts
$456K +$475K +5,475 New
PFS
690
Prospera Financial Services
Texas
$454K +$418K +4,817 +767%
ALAM
691
Asahi Life Asset Management
Japan
$453K +$472K +5,440 New
SP
692
Symmetry Partners
Connecticut
$451K -$75.5K -870 -14%
BBA
693
BLB&B Advisors
Pennsylvania
$450K -$101K -1,160 -18%
IFWM
694
Institute for Wealth Management
Colorado
$450K -$99.5K -1,147 -18%
ACS
695
Archford Capital Strategies
Illinois
$447K -$18.1K -208 -4%
HH
696
Hilltop Holdings
Texas
$447K +$120K +1,385 +35%
FA
697
FDx Advisors
Illinois
$444K +$165K +1,899 +55%
VIA
698
Vident Investment Advisory
Georgia
$442K -$97K -1,118 -17%
WA
699
Wealth Alliance
New York
$442K +$146K +1,677 +46%
IA
700
IFP Advisors
Florida
$439K -$26.8K -309 -6%
26 27
28
29 30

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.