We are live on ! Find out more
AEP icon

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
TF
301
TIAA FSB
Florida
$2.73M -$58.7K -713 -2%
OC
302
Oppenheimer & Co
New York
$2.73M -$247K -2,996 -8%
FVWA
303
Foster Victor Wealth Advisors
South Carolina
$2.71M +$256K +3,110 +10%
PAI
304
Pittenger & Anderson Inc
Nebraska
$2.71M +$103K +1,245 +4%
SCM
305
Spreng Capital Management
Ohio
$2.7M +$138K +1,672 +5%
PLFAM
306
Pineno Levin & Ford Asset Management
Virginia
$2.69M +$1.4M +16,980 +107%
EB
307
Eastern Bank
Massachusetts
$2.66M -$49.5K -601 -2%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$2.6M +$177K +2,153 +7%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$2.59M -$124K -1,500 -5%
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$2.58M -$3.91M -47,477 -60%
SWM
311
SVA Wealth Management
Wisconsin
$2.55M -$73.4K -891 -3%
PFPT
312
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.54M +$11.1K +135 +0.4%
SIM
313
Sentry Investment Management
Wisconsin
$2.53M +$234K +2,837 +10%
CGH
314
Crossmark Global Holdings
Texas
$2.5M -$92.3K -1,120 -4%
1SB
315
1ST Source Bank
Indiana
$2.48M +$30.6K +372 +1%
TPCW
316
TD Private Client Wealth
New York
$2.46M +$498K +6,047 +25%
AF
317
Alerus Financial
North Dakota
$2.46M -$55.6K -675 -2%
EVM
318
Eaton Vance Management
Massachusetts
$2.45M -$20.3K -246 -0.8%
VWM
319
Valley Wealth Managers
New Jersey
$2.38M -$61.8K -750 -3%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$2.38M +$16.4K +199 +0.7%
FNT
321
First National Trust
Pennsylvania
$2.37M -$60.8K -738 -2%
GT
322
Glenmede Trust
Pennsylvania
$2.37M -$11.5K -140 -0.5%
KRS
323
Kentucky Retirement Systems
Kentucky
$2.36M +$110K +1,337 +5%
KAS
324
Kestra Advisory Services
Texas
$2.36M +$2.37M +28,799 New
CIC
325
Cornercap Investment Counsel
Georgia
$2.34M +$2.36M +28,669 New

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.