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American Electric Power
AEP

Overview Fund Activity

1,202 hedge funds and large institutions have $30.6B invested in American Electric Power in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 421 increasing their positions, 413 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+88
Holders Change %
+7.9%
% of All Funds
21.33%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
172
Increased
421
Reduced
413
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
+$179M
2
Ameriprise
Ameriprise
Minnesota
+$171M
3
Boston Partners
Boston Partners
Massachusetts
+$91.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$88.1M
5
N
Natixis
France
+$79.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$290M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$248M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$220M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$128M
5
Citigroup
Citigroup
New York
-$79.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
926
Shakespeare Wealth Management
Wisconsin
$218K -$27.9K -335 -11%
CIC
927
Cutler Investment Counsel
Oregon
$217K – – –
FNFDCM
928
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$217K – – –
PWM
929
Perigon Wealth Management
California
$217K +$9.4K +113 +5%
VFA
930
Valeo Financial Advisors
Indiana
$217K +$19.7K +237 +10%
WC
931
Woodstock Corp
Massachusetts
$216K +$216K +2,599 New
AFM
932
Andesa Financial Management
Pennsylvania
$215K -$4.35K -52 -2%
CFG
933
Citizens Financial Group
Rhode Island
$215K -$667 -8 -0.3%
Jones Financial Companies
934
Jones Financial Companies
Missouri
$215K +$215K +2,586 New
VAS
935
Vestmark Advisory Solutions
Massachusetts
$214K -$15.6K -187 -7%
MMG
936
Monetary Management Group
Missouri
$214K – – –
HBT
937
Hills Bank & Trust
Iowa
$213K +$18.3K +220 +9%
LA
938
Latitude Advisors
Florida
$213K +$213K +2,560 New
CF
939
Centaurus Financial
California
$212K -$2K -24 -0.9%
GAB
940
German American Bancorp
Indiana
$212K +$212K +2,547 New
DPI
941
Diversified Portfolios Inc
Michigan
$212K +$212K +2,547 New
4WM
942
4J Wealth Management
Virginia
$211K +$211K +2,543 New
AWM
943
Aries Wealth Management
Maine
$210K – – –
MS
944
Madden Securities
Texas
$208K -$10.1K -121 -5%
BWCS
945
Beirne Wealth Consulting Services
Connecticut
$208K -$9.56K -115 -4%
BCM
946
Becker Capital Management
Oregon
$208K – – –
DWT
947
Dorsey & Whitney Trust
South Dakota
$207K -$130K -1,567 -39%
SIM
948
Sonora Investment Management
Arizona
$207K +$250 +3 +0.1%
FFBTD
949
First Financial Bank - Trust Division
Ohio
$206K – – –
AssetMark Inc
950
AssetMark Inc
California
$205K +$2.08K +25 +1%
36 37
38
39 40