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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
FNBOMD
276
First National Bank of Mount Dora
Florida
$3.26M -$48.7K -591 -1%
AMG
277
Advisors Management Group
Wisconsin
$3.24M -$24K -291 -0.7%
CCP
278
Corient Capital Partners
California
$3.21M -$77.7K -943 -2%
II
279
IFM Investors
Australia
$3.2M +$340K +4,128 +12%
HFS
280
Hantz Financial Services
Michigan
$3.17M -$13.5K -164 -0.4%
RWM
281
Rench Wealth Management
Texas
$3.13M +$113K +1,372 +4%
SB
282
Simmons Bank
Arkansas
$3.09M -$48.7K -591 -2%
SI
283
Stephens Inc
Arkansas
$3.07M +$221K +2,678 +8%
CCT
284
Capital City Trust
Florida
$3.06M +$22.7K +275 +0.7%
ACJ
285
Autonomy Capital (Jersey)
Jersey
$3.05M +$3.08M +37,350 New
NSIM
286
North Star Investment Management
Illinois
$3.04M -$15.7K -191 -0.5%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$3M -$176K -2,141 -6%
AWM
288
Avitas Wealth Management
California
$3M +$30.1K +366 +1%
PAG
289
Private Advisor Group
New Jersey
$2.91M +$12.6K +153 +0.4%
RJT
290
Raymond James Trust
Florida
$2.9M -$615K -7,460 -17%
DILIC
291
Dai-ichi Life Insurance Company
Japan
$2.88M
AWCI
292
Alpine Woods Capital Investors
New York
$2.87M +$2.18M +26,485 +306%
HIM
293
Hotaling Investment Management
Pennsylvania
$2.85M -$2.88K -35 -0.1%
SS
294
Simplicity Solutions
Minnesota
$2.8M +$391K +4,749 +16%
Capital Fund Management (CFM)
295
Capital Fund Management (CFM)
France
$2.79M +$801K +9,718 +40%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$2.79M -$613K -7,436 -18%
JMPWA
297
JP Morgan Private Wealth Advisors
California
$2.78M -$854K -10,367 -23%
SPIA
298
Steward Partners Investment Advisory
New York
$2.77M +$184K +2,233 +7%
LIA
299
LS Investment Advisors
Michigan
$2.77M +$82.6K +1,003 +3%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$2.74M +$34.4K +418 +1%

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.