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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
RWA
376
River Wealth Advisors
Pennsylvania
$1.78M +$141K +1,709 +9%
Jane Street
377
Jane Street
New York
$1.75M -$6.8M -82,542 -79%
BOPW
378
Brandywine Oak Private Wealth
Pennsylvania
$1.75M -$74.4K -903 -4%
MCG
379
MACRO Consulting Group
New Jersey
$1.75M -$1.32K -16 -0.1%
ECM
380
Everence Capital Management
Indiana
$1.75M
BBHC
381
Brown Brothers Harriman & Co
New York
$1.74M -$12.4K -151 -0.7%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M +$84.2K +1,022 +5%
BNP Paribas Asset Management
383
BNP Paribas Asset Management
France
$1.67M +$1.07M +12,945 +174%
JWM
384
Jeppson Wealth Management
California
$1.66M +$1.67M +20,308 New
SPC
385
Sigma Planning Corp
Michigan
$1.65M -$60.5K -735 -4%
WTC
386
WhitTier Trust Company
Nevada
$1.65M -$12K -146 -0.7%
X
387
Xponance
Pennsylvania
$1.65M -$7.17K -87 -0.4%
LHC
388
Little House Capital
Massachusetts
$1.64M -$14.6K -177 -0.9%
LC
389
LNZ Capital
New York
$1.64M +$1.65M +20,000 New
EWA
390
Exencial Wealth Advisors
Oklahoma
$1.63M +$878K +10,659 +114%
FMTCOCP
391
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.63M -$25.1K -305 -2%
DC
392
Davenport & Co
Virginia
$1.61M -$139K -1,684 -8%
GWM
393
Geneos Wealth Management
Colorado
$1.6M -$63.6K -772 -4%
IB
394
Intrust Bank
Kansas
$1.6M -$74.5K -905 -4%
CL
395
CSS LLC
Illinois
$1.6M -$192K -2,335 -11%
CAM
396
Cresset Asset Management
Illinois
$1.59M +$110K +1,331 +7%
BCM
397
Brasada Capital Management
Texas
$1.58M +$31.5K +383 +2%
DIA
398
Dana Investment Advisors
Wisconsin
$1.58M +$32.9K +400 +2%
SLI
399
Sumitomo Life Insurance
Japan
$1.58M -$66.6K -809 -4%
VRS
400
Virginia Retirement Systems
Virginia
$1.55M

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.