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American Electric Power

1,176 hedge funds and large institutions have $31.2B invested in American Electric Power in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 442 increasing their positions, 420 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

20% more call options, than puts

Call options by funds: $210M | Put options by funds: $175M

5% more repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 420

2% more capital invested

Capital invested by funds: $30.6B → $31.2B (+$582M)

0.18% more ownership

Funds ownership: 74.13%74.3% (+0.18%)

3% less funds holding

Funds holding: 1,2081,176 (-32)

16% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 126

Holders
1,176
Holders Change
-32
Holders Change %
-2.65%
% of All Funds
20.65%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
106
Increased
442
Reduced
420
Closed
126
Calls
$210M
Puts
$175M
Net Calls
+$34.8M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
1151
DB Wealth Management Group
California
$6K
EWA
1152
Evolution Wealth Advisors
Florida
$6K
RTC
1153
Riverview Trust Company
Washington
$6K
Nisa Investment Advisors
1154
Nisa Investment Advisors
Missouri
$4.41K -$15.5M -192,580 -79%
CL
1155
COWA LLC
Oklahoma
$4K -$16.1K -200 -80%
ATC
1156
Adirondack Trust Company
New York
$4K
IPW
1157
IronBridge Private Wealth
Texas
$4K +$4.11K +51 New
IFAM
1158
Institutional & Family Asset Management
Colorado
$3K -$10.5K -130 -76%
UFF
1159
USA Financial Formulas
Michigan
$3K -$2.18K -27 -45%
SL
1160
Savior LLC
Massachusetts
$3K -$887 -11 -26%
MLFP
1161
MPS Loria Financial Planners
Illinois
$3K
Bank Julius Baer & Co
1162
Bank Julius Baer & Co
Switzerland
$3K +$2.42K +30 New
FWM
1163
Filbrandt Wealth Management
Wisconsin
$3K +$2.5K +31 New
SIS
1164
Sound Income Strategies
Florida
$2.29K
HR
1165
Howe & Rusling
New York
$2K
JWM
1166
Janiczek Wealth Management
Colorado
$2K +$564 +7 +44%
KFP
1167
KB Financial Partners
New Jersey
$2K +$1.53K +19 New
NIG
1168
NFJ Investment Group
Texas
$2K +$1.85K +23 New
BBHC
1169
Brown Brothers Harriman & Co
New York
$1.54K -$66.4K -824 -4%
AMC
1170
Asset Management Corp
Illinois
$1.52K +$26.5K +329 +2%
Fidelity International
1171
Fidelity International
Bermuda
$1K
HDIM
1172
Hanson & Doremus Investment Management
Vermont
$1K +$645 +8 New
CCM
1173
Covington Capital Management
California
$1K +$725 +9 New
FGAM
1174
Financial Gravity Asset Management
Texas
$290 -$322 -4 -57%
SWM
1175
Sugarloaf Wealth Management
Georgia
$118 +$81 +1 +0.1%