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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
LIM
751
Leavell Investment Management
Alabama
$375K -$165K -1,903 -30%
WSFS
752
Wilmington Savings Fund Society
Delaware
$373K -$3.12K -36 -0.8%
MWM
753
Mission Wealth Management
California
$370K +$27.2K +314 +8%
S
754
SignatureFD
Georgia
$368K +$18.9K +218 +5%
MP
755
McDonald Partners
Ohio
$364K +$379K +4,371 New
PP
756
Palladium Partners
Virginia
$363K -$39.1K -450 -9%
WI
757
WrapManager Inc
California
$363K +$29.3K +338 +8%
MBTD
758
Mechanics Bank - Trust Department
California
$362K -$8.68K -100 -2%
CS
759
Cannell & Spears
New York
$362K
DWP
760
Destiny Wealth Partners
Florida
$361K +$376K +4,335 New
PWP
761
Principle Wealth Partners
Connecticut
$360K +$131K +1,513 +54%
ETC
762
Exchange Traded Concepts
Oklahoma
$359K +$16.7K +192 +5%
TCMP
763
Thrive Capital Management (Pennsylvania)
Pennsylvania
$359K +$375K +4,316 New
IAN
764
Integrated Advisors Network
Texas
$357K -$239K -2,759 -39%
FBB
765
Fulton Breakefield Broenniman
Maryland
$357K -$6.94K -80 -2%
NB
766
Northwest Bancshares
Pennsylvania
$357K
JGUA
767
John G. Ullman & Associates
New York
$355K +$370K +4,264 New
VFP
768
Verus Financial Partners
Virginia
$351K +$56.9K +656 +18%
FAIM
769
Financial Advocates Investment Management
Washington
$348K -$5.47K -63 -1%
ARMT
770
Amica Retiree Medical Trust
Rhode Island
$346K -$231K -2,663 -39%
LIM
771
Lathrop Investment Management
Arkansas
$343K
TVWM
772
Tower View Wealth Management
Wisconsin
$342K +$434 +5 +0.1%
QCG
773
Quadrant Capital Group
Ohio
$341K +$26.6K +307 +8%
DP
774
Dearborn Partners
Illinois
$340K -$1.65K -19 -0.5%
CWM
775
Cornerstone Wealth Management
Missouri
$340K

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.