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
Squarepoint
326
Squarepoint
New York
$2.34M +$1.69M +20,514 +252%
GAM
327
Garrison Asset Management
Arkansas
$2.34M +$2.36M +28,631 New
SWP
328
Stratos Wealth Partners
Ohio
$2.33M +$156K +1,891 +7%
AB
329
Amalgamated Bank
New York
$2.3M -$47.6K -578 -2%
UBV
330
United Bank (Virginia)
Virginia
$2.3M
AIA
331
Affinity Investment Advisors
California
$2.3M +$455K +5,520 +24%
GL
332
Graypoint LLC
New York
$2.3M -$287K -3,483 -11%
CA
333
Cornerstone Advisors
North Carolina
$2.29M
BWM
334
BerganKDV Wealth Management
Minnesota
$2.28M +$153K +1,855 +7%
ClearBridge Investments
335
ClearBridge Investments
New York
$2.27M -$60.5K -734 -3%
Mariner
336
Mariner
Kansas
$2.27M -$263K -3,187 -10%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$2.27M -$1.38M -16,756 -38%
CAN
338
Cetera Advisor Networks
California
$2.25M -$21.4K -260 -0.9%
IMRF
339
Illinois Municipal Retirement Fund
Illinois
$2.23M +$1.31M +15,890 +140%
Parallax Volatility Advisers
340
Parallax Volatility Advisers
California
$2.22M -$4.34M -52,744 -66%
KFBMI
341
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.21M +$412K +5,000 +23%
SLG
342
Stanley-Laman Group
Pennsylvania
$2.19M +$176K +2,134 +9%
WPP
343
Whalerock Point Partners
Rhode Island
$2.19M -$2.03M -24,604 -92%
LNC
344
Lincoln National Corp
Pennsylvania
$2.19M +$945K +11,473 +75%
SIP
345
Stoneridge Investment Partners
Pennsylvania
$2.18M +$2.2M +26,688 New
NMIMC
346
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M
BCMO
347
Buckingham Capital Management (Ohio)
Ohio
$2.16M +$702K +8,523 +48%
SDIC
348
South Dakota Investment Council
South Dakota
$2.15M -$16.5K -200 -0.8%
Wealthfront Advisers
349
Wealthfront Advisers
California
$2.13M -$117K -1,421 -5%
Mercer Global Advisors
350
Mercer Global Advisors
Colorado
$2.1M -$172K -2,082 -8%

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.