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American Electric Power
AEP

Overview Fund Activity

1,114 hedge funds and large institutions have $30.3B invested in American Electric Power in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 386 increasing their positions, 417 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
-12
Holders Change %
-1.07%
% of All Funds
22.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
92
Increased
386
Reduced
417
Closed
94
Calls
$162M
Puts
$116M
Net Calls
+$46.6M
Net Calls Change
+$7.42M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$592M
2
Capital World Investors
Capital World Investors
California
+$342M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$324M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$243M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$352M
2
Renaissance Technologies
Renaissance Technologies
New York
-$180M
3
ZP
Zimmer Partners
New York
-$143M
4
CVA
Ceredex Value Advisors
Florida
-$127M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
1001
Prospera Financial Services
Texas
$51K -$516K -6,356 -91%
VCM
1002
Versant Capital Management
Arizona
$51K -$244 -3 -0.5%
SFSIG
1003
San Francisco Sentry Investment Group
California
$51K +$2.02K +25 +4%
ONST
1004
Old North State Trust
North Carolina
$51K +$51K +630 New
LWA
1005
Lowe Wealth Advisors
Maryland
$50K – – –
HI
1006
Hudock Inc
Pennsylvania
$49K +$82 +1 +0.2%
CLOS
1007
Compagnie Lombard Odier SCmA
Switzerland
$49K +$49K +600 New
BWA
1008
Burt Wealth Advisors
Maryland
$48K – – –
MPWT
1009
MassMutual Private Wealth & Trust
Connecticut
$42K -$296K -3,641 -88%
LWS
1010
Lucia Wealth Services
California
$42K – – –
CB
1011
CNB Bank
Pennsylvania
$42K – – –
GAM
1012
Gemmer Asset Management
California
$41K – – –
FNBOSM
1013
First National Bank of South Miami
Florida
$41K – – –
EWM
1014
Endurance Wealth Management
Rhode Island
$40K – – –
PWMG
1015
Prestige Wealth Management Group
New Jersey
$40K +$7.13K +87 +22%
WEC
1016
Winslow Evans & Crocker
Massachusetts
$39K – – –
AWM
1017
Avior Wealth Management
Nebraska
$39K +$161 +2 +0.4%
BAMG
1018
Brand Asset Management Group
Missouri
$39K +$328 +4 +0.8%
TC
1019
Trust Company
Kansas
$38K – – –
PFWA
1020
Paces Ferry Wealth Advisors
Georgia
$38K +$38K +469 New
CPA
1021
Cowen Prime Advisors
New York
$37K – – –
WPA
1022
West Paces Advisors
Georgia
$36.2K – – –
SCM
1023
Silvant Capital Management
Georgia
$36K – – –
BWM
1024
Baystate Wealth Management
Massachusetts
$36K +$82 +1 +0.2%
CWC
1025
Carolinas Wealth Consulting
North Carolina
$36K +$2.38K +29 +7%
39 40
41
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