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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
LA
726
LexAurum Advisors
Kansas
$415K +$347 +4 +0.1%
HPWM
727
Highland Private Wealth Management
Washington
$412K +$429K +4,939 New
CFA
728
Carroll Financial Associates
North Carolina
$411K -$9.2K -106 -2%
TTWM
729
TCV Trust & Wealth Management
Virginia
$410K +$27.1K +312 +7%
CIC
730
Carnegie Investment Counsel
Ohio
$409K +$87 +1 +0%
CA
731
Clearstead Advisors
Ohio
$409K +$3.56K +41 +0.8%
PWA
732
Phoenix Wealth Advisors
North Carolina
$409K +$426K +4,911 New
FNBSF
733
First National Bank Sioux Falls
South Dakota
$406K – – –
EWM
734
Empirical Wealth Management
Washington
$404K -$42K -484 -9%
B
735
Bellecapital
Switzerland
$404K -$9.63K -111 -2%
BFA
736
Brendel Financial Advisors
New Hampshire
$403K -$174 -2 -0%
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$403K +$27.3K +315 +7%
ITIM
738
Indiana Trust & Investment Management
Indiana
$396K -$11.7K -135 -3%
HIIFS
739
Harel Insurance Investments & Financial Services
Israel
$392K – – –
RCAG
740
Rehmann Capital Advisory Group
Michigan
$392K +$27.2K +313 +7%
LDFR
741
Lehman & Derafelo Financial Resources
Pennsylvania
$389K – – –
AWA
742
ARS Wealth Advisors
Florida
$388K +$260 +3 +0.1%
Fisher Asset Management
743
Fisher Asset Management
Washington
$388K +$112K +1,289 +38%
PA
744
Parallel Advisors
California
$387K -$45K -519 -10%
PJSIMP
745
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K -$35.1K -405 -8%
GHAM
746
Gilman Hill Asset Management
Connecticut
$384K – – –
Two Sigma Advisers
747
Two Sigma Advisers
New York
$383K -$25.1M -289,500 -98%
AIC
748
Archer Investment Corporation
Indiana
$383K – – –
WSTAM
749
Wilbanks Smith & Thomas Asset Management
Virginia
$381K -$79.4K -915 -17%
THWM
750
Taylor Hoffman Wealth Management
Virginia
$379K – – –
28 29
30
31 32

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.