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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
NL
526
NVWM LLC
Pennsylvania
$758K +$31K +376 +4%
FLI
527
Family Legacy Inc
South Carolina
$752K
VCM
528
Virtue Capital Management
Tennessee
$745K -$355K -4,307 -32%
CDH
529
Charles D. Hyman
$744K
RIL
530
Rothschild Investment LLC
Illinois
$736K +$14.8K +180 +2%
DWM
531
Doyle Wealth Management
Florida
$735K -$21K -255 -3%
Nomura Holdings
532
Nomura Holdings
Japan
$734K -$428K -5,196 -37%
WWM
533
Western Wealth Management
Colorado
$730K -$90.5K -1,099 -11%
FWM
534
Foresight Wealth Management
Utah
$727K -$2.22K -27 -0.3%
HPC
535
HM Payson & Co
Maine
$727K +$52.6K +639 +8%
DI
536
DAGCO Inc
Ohio
$725K +$494 +6 +0.1%
FWCM
537
Ferguson Wellman Capital Management
Oregon
$724K -$19K -231 -3%
DW
538
Domani Wealth
Pennsylvania
$721K
FHC
539
First Horizon Corporation
Tennessee
$710K +$716K +8,692 New
ANRIA
540
American National Registered Investment Advisor
Texas
$700K
GAG
541
GM Advisory Group
New York
$699K
OFG
542
Oxford Financial Group
Indiana
$690K
SCM
543
Schnieders Capital Management
California
$688K +$41.2K +500 +6%
Rafferty Asset Management
544
Rafferty Asset Management
New York
$687K -$322K -3,904 -32%
PAM
545
Paradigm Asset Management
New York
$687K -$115K -1,400 -14%
EP
546
Eudaimonia Partners
Tennessee
$685K +$11.4K +138 +2%
SBH
547
Segall Bryant & Hamill
Illinois
$675K -$1.48M -18,018 -69%
FFA
548
Founders Financial Alliance
North Carolina
$673K +$660K +8,014 New
CB
549
Community Bank
New York
$672K +$23.1K +281 +4%
Cerity Partners
550
Cerity Partners
New York
$672K +$677K +8,223 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.