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American Electric Power

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: 1,1171,208 (+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: 71 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JC
926
Jacobs & Co
California
$220K
AW
927
ACG Wealth
Georgia
$220K +$2.17K +25 +1%
ZCM
928
Ziegler Capital Management
Illinois
$220K +$229K +2,641 New
CB
929
Cadence Bank
Mississippi
$219K +$229K +2,634 New
CT
930
Coastline Trust
Rhode Island
$219K +$229K +2,640 New
SWM
931
Shakespeare Wealth Management
Wisconsin
$218K -$29.1K -335 -11%
CIC
932
Cutler Investment Counsel
Oregon
$217K
FNFDCM
933
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$217K
PWM
934
Perigon Wealth Management
California
$217K +$9.81K +113 +5%
VFA
935
Valeo Financial Advisors
Indiana
$217K +$20.6K +237 +10%
WC
936
Woodstock Corp
Massachusetts
$216K +$226K +2,599 New
AFM
937
Andesa Financial Management
Pennsylvania
$215K -$4.51K -52 -2%
CFG
938
Citizens Financial Group
Rhode Island
$215K -$694 -8 -0.3%
Jones Financial Companies
939
Jones Financial Companies
Missouri
$215K +$224K +2,586 New
VAS
940
Vestmark Advisory Solutions
Massachusetts
$214K -$16.2K -187 -7%
MMG
941
Monetary Management Group
Missouri
$214K
HBT
942
Hills Bank & Trust
Iowa
$213K +$19.1K +220 +9%
LA
943
Latitude Advisors
Florida
$213K +$222K +2,560 New
CF
944
Centaurus Financial
California
$212K -$2.08K -24 -0.9%
DPI
945
Diversified Portfolios Inc
Michigan
$212K +$221K +2,547 New
GAB
946
German American Bancorp
Indiana
$212K +$221K +2,547 New
4WM
947
4J Wealth Management
Virginia
$211K +$221K +2,543 New
AWM
948
Aries Wealth Management
Maine
$210K
MS
949
Madden Securities
Texas
$208K -$10.5K -121 -5%
BWCS
950
Beirne Wealth Consulting Services
Connecticut
$208K -$9.98K -115 -4%