We are live on ! Find out more
AEP icon

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
PPP
851
Private Portfolio Partners
New Jersey
$276K +$14.5K +167 +5%
AG
852
AIA Group
Hong Kong
$274K +$292K +3,365 New
EH
853
Equitable Holdings
New York
$273K +$4.69K +54 +2%
HFS
854
Hantz Financial Services
Michigan
$272K -$3.08M -35,497 -92%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$271K -$212K -2,439 -43%
SIAG
856
Signet Investment Advisory Group
Rhode Island
$271K +$282K +3,250 New
CPA
857
Court Place Advisors
Maryland
$269K -$6.51K -75 -2%
APC
858
Aspire Private Capital
North Carolina
$268K +$64.6K +744 +30%
RAM
859
Roanoke Asset Management
New Jersey
$268K +$279K +3,215 New
BAM
860
Belpointe Asset Management
Nevada
$267K -$1.82K -21 -0.7%
T
861
TRUADVICE
Florida
$265K -$90.2K -1,039 -24%
LBC
862
Lowe Brockenbrough & Co
Virginia
$265K -$3.65K -42 -1%
FANJ
863
Financial Architects (New Jersey)
New Jersey
$265K +$1.39K +16 +0.5%
SBIA
864
Sheaff Brock Investment Advisors
Indiana
$263K -$52.9K -610 -16%
WCM
865
WealthBridge Capital Management
Ohio
$263K -$14.9K -172 -5%
PFSC
866
Peoples Financial Services Corp
Pennsylvania
$262K – – –
IWM
867
IHT Wealth Management
Illinois
$261K +$5.29K +61 +2%
FMC
868
First Merchants Corp
Indiana
$259K -$337K -3,880 -56%
GSC
869
Ground Swell Capital
South Carolina
$259K +$270K +3,109 New
CSM
870
CAMG Solamere Management
North Carolina
$256K -$1.02M -11,780 -79%
WJWM
871
Williams Jones Wealth Management
New York
$256K +$267K +3,075 New
UCMOK
872
United Capital Management of KS
Kansas
$255K -$14.8K -170 -5%
TIA
873
Tiemann Investment Advisors
California
$255K +$2.17K +25 +0.8%
BFC
874
Blue Fin Capital
Rhode Island
$253K – – –
GLA
875
Good Life Advisors
Pennsylvania
$252K -$2.52K -29 -0.9%
33 34
35
36 37

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.