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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
DAM
876
Delta Asset Management
Tennessee
$252K +$8.68K +100 +3%
EFS
877
Essex Financial Services
Connecticut
$251K +$694 +8 +0.3%
SOAMC
878
Spirit of America Management Corp
New York
$250K – – –
WKWM
879
Walter & Keenan Wealth Management
Indiana
$250K +$8.77K +101 +3%
FDCC
880
Foster Dykema Cabot & Co
Massachusetts
$250K +$260K +3,000 New
First Manhattan
881
First Manhattan
New York
$249K -$7.29K -84 -3%
MFG
882
Magnus Financial Group
New York
$249K +$44.3K +510 +21%
MYLI
883
Meiji Yasuda Life Insurance
Japan
$248K -$114K -1,311 -31%
EGA
884
E&G Advisors
Texas
$247K – – –
BHWM
885
Bar Harbor Wealth Management
New Hampshire
$243K -$17.4K -200 -6%
RFM
886
Royal Fund Management
Florida
$243K +$8.68K +100 +4%
TWA
887
TCI Wealth Advisors
Arizona
$242K -$77.7K -895 -24%
PG
888
Pendal Group
Australia
$242K -$67.2K -774 -21%
CCIA
889
Campbell & Co Investment Adviser
Maryland
$241K +$252K +2,900 New
MOS
890
MGO One Seven
Ohio
$240K -$23.7K -273 -9%
AIA
891
Armor Investment Advisors
North Carolina
$240K – – –
SPP
892
Single Point Partners
Massachusetts
$240K +$4.86K +56 +2%
NNP
893
Nachman Norwood & Parrott
South Carolina
$239K +$4.17K +48 +2%
ABTD
894
Arvest Bank Trust Division
Oklahoma
$238K -$12.6K -145 -5%
FHC
895
First Heartland Consultants
Missouri
$238K -$7.81K -90 -3%
PAA
896
Peregrine Asset Advisers
Oregon
$238K – – –
CBT
897
CoreFirst Bank & Trust
Kansas
$238K +$248K +2,858 New
BAM
898
Blueshift Asset Management
New Jersey
$238K +$248K +2,861 New
IFG
899
Independent Financial Group
California
$237K +$247K +2,849 New
FM
900
Foster & Motley
Ohio
$237K -$28.5K -328 -10%
34 35
36
37 38

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.