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American Electric Power
AEP

Overview Fund Activity

1,128 hedge funds and large institutions have $34.2B invested in American Electric Power in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 408 increasing their positions, 392 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,128
Holders Change
+7
Holders Change %
+0.62%
% of All Funds
24.77%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
83
Increased
408
Reduced
392
Closed
68
Calls
$284M
Puts
$207M
Net Calls
+$77.2M
Net Calls Change
+$10.5M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$287M
2
UBS Group
UBS Group
Switzerland
+$178M
3
Morgan Stanley
Morgan Stanley
New York
+$132M
4
Ameriprise
Ameriprise
Minnesota
+$92.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$73.8M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$169M
2
Bank of America
Bank of America
North Carolina
-$165M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$163M
4
BC
Brookfield Corp
Ontario, Canada
-$118M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
876
Accredited Investors
Minnesota
$243K +$243K +2,593 New
BPWA
877
Beacon Pointe Wealth Advisors
California
$242K -$11.7K -125 -5%
HCM
878
Howland Capital Management
Massachusetts
$241K – – –
AIM
879
AIA Investment Management
Singapore
$241K +$241K +2,574 New
MA
880
MCF Advisors
Kentucky
$240K – – –
CWM
881
Cornerstone Wealth Management
Missouri
$240K +$8.35K +89 +4%
MMG
882
Monetary Management Group
Missouri
$239K – – –
BFM
883
Boston Financial Management
Massachusetts
$238K – – –
SSWM
884
Smith Salley Wealth Management
North Carolina
$237K – – –
TL
885
TrueWealth LLC
Georgia
$237K +$93 +1 +0%
BONST
886
Bank of Nova Scotia Trust
Ontario, Canada
$234K -$187 -2 -0.1%
PWM
887
Perigon Wealth Management
California
$233K – – –
HT
888
Heritage Trust
Oklahoma
$233K – – –
CF
889
Centaurus Financial
California
$232K -$47.5K -508 -17%
STA
890
Summit Trail Advisors
New York
$232K +$232K +2,472 New
DWT
891
Dorsey & Whitney Trust
South Dakota
$230K +$230K +2,462 New
BIA
892
Barry Investment Advisors
Massachusetts
$229K -$4.69K -50 -2%
FWM
893
Focused Wealth Management
New York
$229K -$4.5K -48 -2%
RWP
894
RWA Wealth Partners
Massachusetts
$229K – – –
SC
895
Schulhoff & Co
Ohio
$228K – – –
CTA
896
Chesley Taft & Associates
Illinois
$227K +$227K +2,428 New
ISL
897
Ingalls & Snyder LLC
New York
$226K -$70.2K -750 -24%
FFBTD
898
First Financial Bank - Trust Division
Ohio
$226K -$2.91K -31 -1%
CPA
899
Clear Perspective Advisors
Illinois
$226K – – –
Luther King Capital Management (LKCM)
900
Luther King Capital Management (LKCM)
Texas
$226K – – –
34 35
36
37 38