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
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$669K -$108K -1,309 -14%
AIP
552
Ameritas Investment Partners
Nebraska
$665K -$13.3K -161 -2%
BO
553
Bank OZK
Arkansas
$661K +$12.4K +150 +2%
SBA
554
Secrest Blakey & Associates
North Carolina
$659K -$46.3K -562 -7%
PP
555
PDS Planning
Ohio
$653K -$59.6K -724 -8%
WFM
556
Wolff Financial Management
Michigan
$649K
LFAS
557
Level Four Advisory Services
Texas
$648K -$103K -1,246 -14%
PIA
558
Powell Investment Advisors
Florida
$647K
AA
559
Ancora Advisors
Ohio
$643K +$67.8K +823 +12%
WPC
560
Waters Parkerson & Co
Louisiana
$638K -$16.5K -200 -2%
FSA
561
Franklin Street Advisors
North Carolina
$637K +$741 +9 +0.1%
CC
562
Chicago Capital
Illinois
$637K +$16.5K +200 +3%
TNB
563
Thomasville National Bank
Georgia
$633K -$81.4K -988 -11%
RPC
564
Rossmore Private Capital
Connecticut
$629K +$74.8K +908 +13%
OFS
565
Orrstown Financial Services
Pennsylvania
$625K -$2.31K -28 -0.4%
CI
566
Conning Inc
Connecticut
$625K +$4.12K +50 +0.7%
CAI
567
Capital Advisors Inc
Oklahoma
$622K +$92.1K +1,118 +17%
GCMG
568
Gyroscope Capital Management Group
Florida
$621K +$66.2K +804 +12%
GSWM
569
Golden State Wealth Management
California
$620K -$37.1K -451 -6%
BSW
570
Buckingham Strategic Wealth
Missouri
$620K +$32K +389 +5%
AT
571
Arden Trust
Delaware
$615K +$71.8K +872 +13%
IWC
572
Integrated Wealth Concepts
Massachusetts
$615K +$109K +1,329 +21%
OAM
573
Oppenheimer Asset Management
New York
$613K +$48.1K +584 +8%
SWA
574
Stratos Wealth Advisors
Ohio
$606K +$71.3K +866 +13%
CNBTD
575
Citizens National Bank Trust Department
Mississippi
$605K +$371K +4,500 +155%

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.