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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 %
TTWM
726
TCV Trust & Wealth Management
Virginia
$410K +$26K +312 +7%
CIC
727
Carnegie Investment Counsel
Ohio
$409K +$83 +1 +0%
CA
728
Clearstead Advisors
Ohio
$409K +$3.41K +41 +0.8%
PWA
729
Phoenix Wealth Advisors
North Carolina
$409K +$409K +4,911 New
FNBSF
730
First National Bank Sioux Falls
South Dakota
$406K – – –
EWM
731
Empirical Wealth Management
Washington
$404K -$40.3K -484 -9%
B
732
Bellecapital
Switzerland
$404K -$9.25K -111 -2%
BFA
733
Brendel Financial Advisors
New Hampshire
$403K -$167 -2 -0%
WAP
734
Wealthcare Advisory Partners
Pennsylvania
$403K +$26.2K +315 +7%
ITIM
735
Indiana Trust & Investment Management
Indiana
$396K -$11.2K -135 -3%
HIIFS
736
Harel Insurance Investments & Financial Services
Israel
$392K – – –
RCAG
737
Rehmann Capital Advisory Group
Michigan
$392K +$26.1K +313 +7%
LDFR
738
Lehman & Derafelo Financial Resources
Pennsylvania
$389K – – –
AWA
739
ARS Wealth Advisors
Florida
$388K +$250 +3 +0.1%
Fisher Asset Management
740
Fisher Asset Management
Washington
$388K +$107K +1,289 +38%
PA
741
Parallel Advisors
California
$387K -$43.2K -519 -10%
PJSIMP
742
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K -$32.7K -405 -8%
GHAM
743
Gilman Hill Asset Management
Connecticut
$384K – – –
Two Sigma Advisers
744
Two Sigma Advisers
New York
$383K -$24.1M -289,500 -98%
AIC
745
Archer Investment Corporation
Indiana
$383K – – –
WSTAM
746
Wilbanks Smith & Thomas Asset Management
Virginia
$381K -$76.2K -915 -17%
THWM
747
Taylor Hoffman Wealth Management
Virginia
$379K – – –
LIM
748
Leavell Investment Management
Alabama
$375K -$158K -1,903 -30%
WSFS
749
Wilmington Savings Fund Society
Delaware
$373K -$3K -36 -0.8%
MWM
750
Mission Wealth Management
California
$370K +$26.2K +314 +8%
28 29
30
31 32