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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
HFA
826
Hoover Financial Advisors
Pennsylvania
$289K – – –
WTB
827
Washington Trust Bank
Washington
$289K +$43.4K +500 +17%
PFM
828
Parsec Financial Management
North Carolina
$289K +$44.4K +512 +17%
RB
829
Rodgers Brothers
Pennsylvania
$288K -$123K -1,419 -29%
HCP
830
Hexagon Capital Partners
Arkansas
$288K -$9.55K -110 -3%
CBT
831
Capital Bank & Trust
California
$288K – – –
HCM
832
Hall Capital Management
Rhode Island
$288K +$3.47K +40 +1%
IWS
833
Insight Wealth Strategies
California
$285K -$64.6K -744 -18%
LW
834
Linscomb Wealth
Texas
$285K – – –
JIC
835
Joel Isaacson & Co
New York
$285K +$3.9K +45 +1%
FRM
836
Fox Run Management
Connecticut
$283K +$295K +3,404 New
RCA
837
Ranch Capital Advisors
Florida
$282K – – –
Fayez Sarofim & Co
838
Fayez Sarofim & Co
Texas
$282K +$33.4K +385 +13%
Bessemer Group
839
Bessemer Group
New Jersey
$282K +$75.5K +870 +34%
CFG
840
Cooper Financial Group
California
$282K +$294K +3,386 New
WP
841
WealthSource Partners
California
$281K -$152K -1,756 -34%
RB
842
Renasant Bank
Mississippi
$279K +$291K +3,353 New
NFG
843
Nations Financial Group
Iowa
$278K +$1.91K +22 +0.7%
DT
844
Diversified Trust
Tennessee
$277K -$41K -472 -12%
ONB
845
Old National Bancorp
Indiana
$277K -$174 -2 -0.1%
TAM
846
Townsend Asset Management
North Carolina
$277K – – –
IBOK
847
Independence Bank of Kentucky
Kentucky
$277K +$22.7K +262 +9%
GLLW
848
Graves Light Lenhart Wealth
Virginia
$276K +$4.25K +49 +1%
IAIM
849
International Assets Investment Management
Florida
$276K +$54K +622 +23%
PCM
850
Prelude Capital Management
New York
$276K +$288K +3,320 New
32 33
34
35 36

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.