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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 %
BCM
926
BlueCrest Capital Management
Jersey
$211K +$211K +2,249 New
GWM
927
GSB Wealth Management
Connecticut
$211K +$211K +2,250 New
NF
928
Nikulski Financial
Iowa
$211K +$211K +2,285 New
VFA
929
Valeo Financial Advisors
Indiana
$210K -$70.5K -753 -25%
CL
930
Choreo LLC
Illinois
$210K -$24.8K -265 -11%
OPCM
931
Osborne Partners Capital Management
California
$209K -$13.6K -145 -6%
CCM
932
Coldstream Capital Management
Washington
$209K -$6.66K -71 -3%
DLA
933
Douglas Lane & Associates
New York
$209K +$209K +2,228 New
FCA
934
FinTrust Capital Advisors
South Carolina
$208K – – –
P
935
Pitcairn
Pennsylvania
$208K +$208K +2,212 New
PCTC
936
Perkins Coie Trust Company
Washington
$206K – – –
BP
937
Ballentine Partners
Massachusetts
$205K +$205K +2,181 New
PCFFS
938
Pacific Center for Financial Services
California
$204K – – –
MOS
939
MGO One Seven
Ohio
$204K +$204K +2,173 New
GP
940
Girard Partners
Pennsylvania
$204K +$204K +2,182 New
EFS
941
Essex Financial Services
Connecticut
$203K -$15.3K -163 -7%
WAAG
942
Wealth Alliance Advisory Group
Kansas
$202K +$202K +2,185 New
ESB
943
Essex Savings Bank
Connecticut
$201K +$72.8K +776 +57%
GWCM
944
Godshalk Welsh Capital Management
Pennsylvania
$201K +$201K +2,150 New
BRWM
945
B. Riley Wealth Management
Tennessee
$200K -$23.9K -255 -11%
RFA
946
Reilly Financial Advisors
California
$200K – – –
FA
947
Financial Advantage
Maryland
$187K – – –
PCG
948
Private Capital Group
Connecticut
$186K +$105K +1,121 +130%
ST
949
Smithfield Trust
Pennsylvania
$184K – – –
AIC
950
Ameritas Investment Company
Nebraska
$179K +$179K +1,911 New
36 37
38
39 40