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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
BB
501
Busey Bank
Illinois
$867K -$212K -2,575 -20%
ANTB
502
AMG National Trust Bank
Colorado
$866K -$9.88K -120 -1%
TYCC
503
Texas Yale Capital Corp
Florida
$838K +$68K +825 +9%
FIM
504
Freedom Investment Management
Connecticut
$835K +$189K +2,293 +29%
SW
505
SVB Wealth
Massachusetts
$834K +$23K +279 +3%
SEC
506
Seven Eight Capital
New York
$834K +$840K +10,200 New
CFGS
507
Concourse Financial Group Securities
Alabama
$830K +$65.8K +799 +9%
HSA
508
HBK Sorce Advisory
Pennsylvania
$825K +$47.5K +577 +6%
AWM
509
Aevitas Wealth Management
Massachusetts
$821K -$33.9K -412 -4%
KWM
510
Kingsview Wealth Management
Oregon
$820K +$44.7K +543 +6%
AAM
511
AR Asset Management
California
$817K
SACTSONJ
512
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$817K
GPA
513
Garrison Point Advisors
California
$816K -$32.9K -400 -4%
CG
514
Colony Group
Massachusetts
$814K -$18.9K -230 -2%
PP
515
Paloma Partners
Connecticut
$803K -$5.18M -62,902 -86%
FWIA
516
Fort Washington Investment Advisors
Ohio
$801K -$82.4K -1,000 -9%
MAM
517
Mastrapasqua Asset Management
Tennessee
$794K -$412 -5 -0.1%
WP
518
WealthPLAN Partners
Nebraska
$786K -$21.5K -261 -3%
PHS
519
Pekin Hardy Strauss
Illinois
$786K
Arrowstreet Capital
520
Arrowstreet Capital
Massachusetts
$785K +$791K +9,600 New
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$784K +$84.1K +1,021 +12%
NISOA
522
National Investment Services of America
Wisconsin
$780K +$786K +9,539 New
BBVA
523
Banco Bilbao Vizcaya Argentaria
Spain
$779K +$78.4K +952 +11%
RCM
524
Radnor Capital Management
Pennsylvania
$777K -$6.18K -75 -0.8%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$763K +$2.88K +35 +0.4%

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.