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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
HIS
1251
Harvest Investment Services
Illinois
-$233K -2,856 Closed
CCM
1252
Carlson Capital Management
Minnesota
-$231K -2,828 Closed
AW
1253
Alpha Windward
Massachusetts
-$227K -2,773 Closed
MFG
1254
Menard Financial Group
Texas
-$223K -2,734 Closed
OFW
1255
Omnia Family Wealth
Florida
-$220K -2,697 Closed
NJBEST
1256
New Jersey Better Educational Savings Trust
New Jersey
-$212K -2,600 Closed
RA
1257
RFG Advisory
Alabama
-$203K -2,483 Closed
LSAG
1258
Lake Street Advisors Group
New Hampshire
-$202K -2,476 Closed
BC
1259
Burney Company
Virginia
-$202K -2,468 Closed
PCIA
1260
Prime Capital Investment Advisors
Kansas
-$191K -2,342 Closed
SA
1261
Strategic Advisors
New York
-$202K -2,330 Closed
AA
1262
Advisory Alpha
Michigan
-$148K -1,675 Closed
F
1263
F3Logic
Minnesota
-$135K -1,649 Closed
FMT
1264
First Mercantile Trust
Tennessee
-$130K -1,439 Closed
PCM
1265
Penserra Capital Management
California
-$84K -1,032 Closed
PFWA
1266
Paces Ferry Wealth Advisors
Georgia
-$38K -469 Closed
WCG
1267
Weaver Consulting Group
California
-$34K -418 Closed
CIM
1268
Centersquare Investment Management
Pennsylvania
-$31K -380 Closed
CHAM
1269
Clear Harbor Asset Management
Connecticut
-$17.9K -219 Closed
AWM
1270
Adams Wealth Management
Utah
-$17K -212 Closed
CPW
1271
Catalyst Private Wealth
California
-$16K -190 Closed
RA
1272
Rational Advisors
New York
-$12K -151 Closed
SMG
1273
Spectrum Management Group
Indiana
-$7K -90 Closed
LGWM
1274
Litman Gregory Wealth Management
California
-$4K -45 Closed
PWM
1275
Provident Wealth Management
Tennessee
-$2K -28 Closed