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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
LC
1101
Lindbrook Capital
California
$34K
SWP
1102
ShoreHaven Wealth Partners
New Jersey
$34K +$35.1K +404 New
GFPC
1103
Global Financial Private Client
Florida
$33.3K
BWM
1104
Baystate Wealth Management
Massachusetts
$33K -$4.08K -47 -11%
Loomis, Sayles & Company
1105
Loomis, Sayles & Company
Massachusetts
$33K -$2.95K -34 -8%
SN
1106
Sittner & Nelson
Oregon
$33K +$34.2K +394 New
CCA
1107
Childress Capital Advisors
Texas
$33K +$34.8K +401 New
FMP
1108
Financial Management Professionals
Texas
$32K
RIM
1109
Rockbridge Investment Management
New York
$32K
D
1110
Diversified
Delaware
$31K +$32.9K +379 New
VCM
1111
Vigilant Capital Management
Maine
$30K -$46.2K -532 -60%
AIL
1112
AGF Investments LLC
Ontario, Canada
$30K +$31.2K +360 New
FP
1113
Financial Perspectives
Minnesota
$29.1K +$13K +150 +75%
CFO
1114
CVA Family Office
Colorado
$29K -$74.6K -860 -71%
PWMG
1115
Prestige Wealth Management Group
New Jersey
$29K -$11.5K -133 -27%
TFO
1116
Tarbox Family Office
California
$29K -$3.04K -35 -9%
ZC
1117
Zeit Capital
Colorado
$29K +$30.3K +349 New
CCA
1118
Catalyst Capital Advisors
New York
$29K +$30.4K +350 New
SWA
1119
Sutton Wealth Advisors
Florida
$28.7K +$174 +2 +0.6%
AF
1120
Arrow Financial
New York
$28K
AWA
1121
Arkadios Wealth Advisors
Georgia
$28K +$3.82K +44 +15%
JFA
1122
JNBA Financial Advisors
Minnesota
$28K +$7.72K +89 +36%
CWA
1123
Clearview Wealth Advisors
Oregon
$28K +$29K +334 New
MF
1124
Manchester Financial
California
$27K
TFGT
1125
TS Financial Group (TSFG)
Illinois
$27K +$174 +2 +0.6%