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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
BONST
901
Bank of Nova Scotia Trust
Ontario, Canada
$237K -$3.65K -42 -1%
SIA
902
Sit Investment Associates
Minnesota
$237K – – –
ABC
903
Associated Banc-Corp
Wisconsin
$237K +$2.26K +26 +0.9%
BWP
904
Bernardo Wealth Planning
Pennsylvania
$237K +$3.21K +37 +1%
HIC
905
Holderness Investments Company
North Carolina
$236K – – –
B
906
Bailard
California
$235K -$6.77K -78 -3%
JWCA
907
J.W. Coons Advisors
Ohio
$235K – – –
AIC
908
Ameritas Investment Company
Nebraska
$234K -$50K -576 -17%
ACA
909
Aptus Capital Advisors
Alabama
$233K -$5.03K -58 -2%
WCAMG
910
Woodard & Company Asset Management Group
North Carolina
$233K – – –
BMC
911
Beaton Management Company
Massachusetts
$233K +$243K +2,797 New
AWM
912
Accel Wealth Management
Iowa
$232K +$242K +2,783 New
SB
913
Sunflower Bank
Texas
$231K +$241K +2,782 New
CAMG
914
CWA Asset Management Group
Florida
$230K -$1.82K -21 -0.8%
IFS
915
Ifrah Financial Services
Arkansas
$229K -$146K -1,688 -38%
ACM
916
Azimuth Capital Management
Michigan
$229K – – –
MSR
917
Main Street Research
Connecticut
$227K +$8.68K +100 +4%
NIM
918
Northeast Investment Management
Massachusetts
$226K – – –
SYBT
919
Stock Yards Bank & Trust
Kentucky
$225K -$174 -2 -0.1%
CCM
920
Crossvault Capital Management
Texas
$225K – – –
CWM
921
Chronos Wealth Management
Florida
$225K +$17.4K +200 +8%
OSAM
922
O'Shaughnessy Asset Management
Connecticut
$225K +$20.5K +236 +10%
ACM
923
Advisors Capital Management
New Jersey
$224K +$234K +2,699 New
ED
924
Exane Derivatives
France
$223K -$80.4K -926 -26%
HPC
925
Hobart Private Capital
North Carolina
$222K -$4.34K -50 -2%
35 36
37
38 39

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.