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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
ACP
801
Aviance Capital Partners
Florida
$314K – – –
RCG
802
Ruane, Cunniff & Goldfarb
New York
$314K – – –
Luther King Capital Management (LKCM)
803
Luther King Capital Management (LKCM)
Texas
$314K +$5.03K +58 +2%
GG
804
Gofen & Glossberg
Illinois
$313K – – –
CS
805
Comerica Securities
Michigan
$313K +$75.8K +874 +30%
WT
806
Washington Trust
Rhode Island
$313K +$107K +1,235 +49%
LWM
807
Laidlaw Wealth Management
New York
$312K +$16.7K +193 +5%
MAM
808
Meeder Asset Management
Ohio
$311K +$44.4K +512 +16%
AF
809
Aldebaran Financial
$307K – – –
ODG
810
O'Dell Group
Ohio
$307K +$320K +3,682 New
CT
811
Caldwell Trust
Florida
$305K – – –
DBT
812
Dubuque Bank & Trust
Iowa
$304K +$38.1K +439 +14%
AIS
813
American Investment Services
Massachusetts
$303K -$617K -7,108 -66%
AC
814
Apella Capital
Connecticut
$303K -$62.9K -725 -17%
MFW
815
Mosaic Family Wealth
Missouri
$301K – – –
GRP
816
Global Retirement Partners
California
$300K +$14.7K +169 +5%
APG
817
Abacus Planning Group
South Carolina
$296K – – –
OIA
818
OneDigital Investment Advisors
Kansas
$294K -$52.1K -600 -15%
KMWM
819
Keudell/Morrison Wealth Management
Oregon
$294K +$80.8K +931 +32%
CSIC
820
Clifford Swan Investment Counsel
California
$293K -$38.3K -441 -11%
PIM
821
Perpetual Investment Management
Australia
$293K +$312K +3,598 New
HFM
822
Hartford Financial Management
Connecticut
$291K – – –
IFA
823
Interactive Financial Advisors
Illinois
$291K – – –
MC
824
Mathes Company
New York
$291K – – –
RHBC
825
R.H. Bluestein & Co
Michigan
$291K – – –
31 32
33
34 35

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.