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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
CPIA
701
Cornell Pochily Investment Advisors
New York
$436K +$4.17K +48 +0.9%
BPA
702
Beacon Pointe Advisors
California
$435K -$62K -715 -12%
DWA
703
Douglass Winthrop Advisors
New York
$435K
AMIM
704
Aull & Monroe Investment Management
Alabama
$434K
APP
705
Avantax Planning Partners
Iowa
$432K -$118K -1,359 -21%
IIC
706
Ironwood Investment Counsel
Arizona
$432K +$5.73K +66 +1%
PWAP
707
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$430K +$77.7K +895 +21%
CIA
708
Cohen Investment Advisors
New Hampshire
$429K +$447K +5,155 New
BCA
709
Bay Colony Advisors
Massachusetts
$428K -$17.3K -199 -4%
DJSG
710
D.J. St. Germain
Massachusetts
$428K -$7.81K -90 -2%
LA
711
Lynch & Associates
Indiana
$428K
GBT
712
Grove Bank & Trust
Florida
$428K +$35.8K +412 +9%
SMG
713
Smart Money Group
Texas
$427K +$3.99K +46 +0.9%
WIC
714
Whitegate Investment Counselors
New Hampshire
$427K +$197K +2,270 +79%
SMC
715
Smith, Moore & Co
Missouri
$426K -$42.9K -494 -9%
SIC
716
Salem Investment Counselors
North Carolina
$424K +$8.24K +95 +2%
FCI
717
Financial Counselors Inc
Kansas
$424K +$46.3K +534 +12%
LCM
718
Liberty Capital Management
Michigan
$421K +$438K +5,050 New
VVP
719
Venture Visionary Partners
Ohio
$419K +$437K +5,040 New
DJYG
720
David J. Yvars Group
Florida
$418K +$437K +5,036 New
IAA
721
Independent Advisor Alliance
North Carolina
$417K -$41.4K -477 -9%
WEC
722
Winslow Evans & Crocker
Massachusetts
$417K +$393K +4,525 +947%
HSA
723
Hussman Strategic Advisors
Maryland
$416K
EF
724
Empirical Finance
Pennsylvania
$416K +$76.7K +884 +22%
WIA
725
Wealthstreet Investment Advisors
Texas
$415K -$81.1K -935 -16%

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.