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American Electric Power

1,117 hedge funds and large institutions have $30.4B invested in American Electric Power in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more call options, than puts

Call options by funds: $162M | Put options by funds: $116M

3% more capital invested

Capital invested by funds: $29.4B → $30.4B (+$1.02B)

0.82% more ownership

Funds ownership: 74.33%75.16% (+0.82%)

2% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 94

8% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 419

1% less funds holding

Funds holding: 1,1291,117 (-12)

Holders
1,117
Holders Change
-12
Holders Change %
-1.06%
% 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
387
Reduced
419
Closed
94
Calls
$162M
Puts
$116M
Net Calls
+$46.6M
Net Calls Change
+$7.42M
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
251
Eastover Investment Advisors
North Carolina
$4M +$104K +1,262 +3%
AAS
252
Avantax Advisory Services
Texas
$3.96M +$2.96M +35,887 +284%
CC
253
Cipher Capital
New York
$3.93M +$1.33M +16,090 +50%
TCM
254
Telos Capital Management
California
$3.79M +$108K +1,315 +3%
TA
255
Tiedemann Advisors
New York
$3.78M -$309K -3,747 -7%
HCMT
256
Highland Capital Management (Tennessee)
Tennessee
$3.76M -$124K -1,500 -3%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.76M +$1.45M +17,633 +62%
AOWM
258
Alpha Omega Wealth Management
Virginia
$3.75M +$60.3K +732 +2%
MML Investors Services
259
MML Investors Services
Massachusetts
$3.73M +$437K +5,309 +13%
PPW
260
Parcion Private Wealth
Washington
$3.7M +$2.79M +33,917 +357%
CAL
261
Capital Analysts LLC
Pennsylvania
$3.69M +$12.6K +153 +0.3%
VFM
262
Viking Fund Management
North Dakota
$3.68M
VanEck Associates
263
VanEck Associates
New York
$3.67M +$725K +8,806 +24%
ATC
264
Argent Trust Co
Tennessee
$3.67M +$304K +3,686 +9%
TEE
265
Tibra Equities Europe
United Kingdom
$3.63M +$3.66M +44,460 New
UB
266
UMB Bank
Missouri
$3.59M
AMI
267
Amica Mutual Insurance
Rhode Island
$3.55M
B
268
BP
United Kingdom
$3.49M -$432K -5,246 -11%
William Blair & Company
269
William Blair & Company
Illinois
$3.46M +$1.89M +23,001 +119%
FVCM
270
F&V Capital Management
Florida
$3.43M +$19.8K +240 +0.6%
NB
271
Norinchukin Bank
Japan
$3.4M +$46.8K +568 +1%
WCA
272
Windsor Creek Advisors
Vermont
$3.32M +$2.37M +28,824 +244%
NA
273
NewEdge Advisors
Louisiana
$3.29M +$32.9K +400 +1%
VI
274
Vestcor Inc
New Brunswick, Canada
$3.29M -$840K -10,199 -20%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$3.28M -$308K -3,734 -9%

AEP Hedge Fund Activity: Q3 2020 in Review

1,117 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2020, worth a combined $30.4B — up 3.5% from $29.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AEP and 92 opened new positions — a net loss of 2 holders — while 419 trimmed existing stakes and 387 added.

The largest buyer was Franklin Resources, adding an estimated $596M. The largest seller was Ameriprise, cutting an estimated $355M.

  • 1,117 institutional investors held American Electric Power (AEP) as of Q3 2020, down from 1,129 in Q2 2020.
  • Funds reported $30.4B of American Electric Power stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 92 funds opened new American Electric Power positions in Q3 2020 and 94 closed out, a net change of -2 holders.
  • The largest American Electric Power buyer in Q3 2020 was Franklin Resources, an estimated $596M added.
  • The largest American Electric Power seller in Q3 2020 was Ameriprise, an estimated $355M sold.

Based on aggregated 13F filings for Q3 2020.