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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
NAM
476
NTV Asset Management
West Virginia
$1.04M +$49.4K +600 +5%
ZB
477
Zions Bancorporation
Utah
$1.04M +$281K +3,409 +37%
CBN
478
Cadence Bank NA
Texas
$1.03M -$988 -12 -0.1%
AII
479
AGF Investments Inc
Ontario, Canada
$1.01M +$221K +2,684 +28%
PA
480
Probity Advisors
Texas
$1.01M +$25.4K +308 +3%
CFN
481
Cordasco Financial Network
Florida
$1M -$41.7K -506 -4%
SC
482
Searle & Co
Connecticut
$997K
JIR
483
James Investment Research
Ohio
$993K -$8.84M -107,305 -90%
JWM
484
JGP Wealth Management
Oregon
$990K -$11.9K -144 -1%
TC
485
Toews Corporation
New Jersey
$989K +$997K +12,100 New
HAG
486
HighPoint Advisor Group
Illinois
$987K +$351K +4,259 +64%
BCV
487
Banque Cantonale Vaudoise
Switzerland
$985K -$626K -7,600 -39%
HZ
488
Hixon Zuercher
Ohio
$981K +$24.4K +296 +3%
CA
489
Claro Advisors
Massachusetts
$978K +$34.6K +420 +4%
DCM
490
Dupont Capital Management
Delaware
$975K -$36.8K -447 -4%
RPSA
491
Richard P. Slaughter Associates
Texas
$964K -$74.6K -906 -7%
GJIC
492
Gamble Jones Investment Counsel
California
$959K
NFG
493
Next Financial Group
Texas
$956K -$94.6K -1,148 -9%
BRWA
494
B. Riley Wealth Advisors
Florida
$953K -$26.7K -324 -3%
ECA
495
Elevated Capital Advisors
Utah
$950K -$33.4K -405 -4%
SF
496
Synovus Financial
Georgia
$925K -$692K -8,396 -43%
EWM
497
Evercore Wealth Management
New York
$912K +$227K +2,754 +33%
BPM
498
Bowling Portfolio Management
Ohio
$883K -$11.3K -137 -1%
FHA
499
Flagship Harbor Advisors
Massachusetts
$878K -$118K -1,435 -12%
AIS
500
American Investment Services
Massachusetts
$878K

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.