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American Electric Power
AEP

Overview Fund Activity

1,202 hedge funds and large institutions have $30.6B invested in American Electric Power in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 421 increasing their positions, 413 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+88
Holders Change %
+7.9%
% of All Funds
21.33%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
172
Increased
421
Reduced
413
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
+$179M
2
Ameriprise
Ameriprise
Minnesota
+$171M
3
Boston Partners
Boston Partners
Massachusetts
+$91.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$88.1M
5
N
Natixis
France
+$79.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$290M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$248M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$220M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$128M
5
Citigroup
Citigroup
New York
-$79.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMIM
701
Aull & Monroe Investment Management
Alabama
$434K – – –
APP
702
Avantax Planning Partners
Iowa
$432K -$113K -1,359 -21%
IIC
703
Ironwood Investment Counsel
Arizona
$432K +$5.48K +66 +1%
PWAP
704
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$430K +$74.5K +895 +21%
CIA
705
Cohen Investment Advisors
New Hampshire
$429K +$429K +5,155 New
BCA
706
Bay Colony Advisors
Massachusetts
$428K -$16.6K -199 -4%
DJSG
707
D.J. St. Germain
Massachusetts
$428K -$7.5K -90 -2%
LA
708
Lynch & Associates
Indiana
$428K – – –
GBT
709
Grove Bank & Trust
Florida
$428K +$34.3K +412 +9%
SMG
710
Smart Money Group
Texas
$427K +$3.83K +46 +0.9%
WIC
711
Whitegate Investment Counselors
New Hampshire
$427K +$189K +2,270 +79%
SMC
712
Smith, Moore & Co
Missouri
$426K -$41.2K -494 -9%
SIC
713
Salem Investment Counselors
North Carolina
$424K +$7.91K +95 +2%
FCI
714
Financial Counselors Inc
Kansas
$424K +$44.4K +534 +12%
LCM
715
Liberty Capital Management
Michigan
$421K +$421K +5,050 New
VVP
716
Venture Visionary Partners
Ohio
$419K +$419K +5,040 New
DJYG
717
David J. Yvars Group
Florida
$418K +$418K +5,036 New
IAA
718
Independent Advisor Alliance
North Carolina
$417K -$39.7K -477 -9%
WEC
719
Winslow Evans & Crocker
Massachusetts
$417K +$377K +4,525 +947%
HSA
720
Hussman Strategic Advisors
Maryland
$416K – – –
EF
721
Empirical Finance
Pennsylvania
$416K +$73.6K +884 +22%
WIA
722
Wealthstreet Investment Advisors
Texas
$415K -$77.8K -935 -16%
LA
723
LexAurum Advisors
Kansas
$415K +$333 +4 +0.1%
HPWM
724
Highland Private Wealth Management
Washington
$412K +$412K +4,939 New
CFA
725
Carroll Financial Associates
North Carolina
$411K -$8.82K -106 -2%
27 28
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