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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
TF
976
TimeScale Financial
Massachusetts
$171K +$26.7K +308 +18%
MRCM
977
M&R Capital Management
New Jersey
$170K -$78.9K -909 -31%
SBL
978
Sargent Bickham Lagudis
Colorado
$168K +$88.1K +1,015 +102%
APC
979
Asset Planning Corporation
Tennessee
$167K +$175K +2,011 New
FA
980
Financial Advantage
Maryland
$166K
LWCFA
981
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K +$54.8K +632 +47%
TCOV
982
Trust Company of Vermont
Vermont
$161K
CG
983
Cutler Group
California
$155K +$106K +1,218 +187%
Lazard Asset Management
984
Lazard Asset Management
New York
$154K -$7.14M -82,313 -98%
JCM
985
Jacobi Capital Management
Pennsylvania
$153K
BAM
986
Barrett Asset Management
New York
$153K +$23.4K +270 +17%
OSNBOA
987
Old Second National Bank of Aurora
Illinois
$150K
JGIA
988
Jackson Grant Investment Advisers
Connecticut
$145K +$521 +6 +0.3%
CWM
989
Cranbrook Wealth Management
Michigan
$142K
TH
990
TCTC Holdings
Texas
$142K
DSC
991
Duncker Streett & Co
Missouri
$139K -$76.4K -880 -35%
BWL
992
Bogart Wealth LLC
Virginia
$139K -$6.77K -78 -4%
SFO
993
Standard Family Office
South Dakota
$137K +$143K +1,646 New
JMF
994
Johnson Midwest Financial
Iowa
$135K +$141K +1,627 New
PB
995
Pinnacle Bancorp
Nebraska
$132K
HWA
996
Heritage Wealth Advisors
Virginia
$128K
PFGIA
997
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$109K +1,254 +456%
ADIM
998
Alpha DNA Investment Management
Maryland
$124K +$130K +1,498 New
PCG
999
Private Capital Group
Connecticut
$122K -$41.5K -478 -25%
PCTC
1000
Perkins Coie Trust Company
Washington
$121K