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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
BCM
576
Brookstone Capital Management
Illinois
$598K +$330K +4,004 +121%
WA
577
WBH Advisory
Maryland
$595K -$31.5K -383 -5%
CCA
578
Cobblestone Capital Advisors
New York
$592K -$84.8K -1,030 -12%
OTPPB
579
Ontario Teachers' Pension Plan Board
Ontario, Canada
$583K -$374K -4,541 -39%
CTA
580
Colonial Trust Advisors
South Carolina
$583K +$4.45K +54 +0.8%
VCA
581
Verdence Capital Advisors
Maryland
$579K +$104K +1,267 +22%
IAN
582
Integrated Advisors Network
Texas
$576K -$1.76M -21,417 -75%
FMC
583
First Merchants Corp
Indiana
$571K -$61K -740 -10%
MAFM
584
Mid Atlantic Financial Management
Pennsylvania
$564K +$659 +8 +0.1%
ARMT
585
Amica Retiree Medical Trust
Rhode Island
$557K
KWM
586
Keebeck Wealth Management
Illinois
$557K
FFN
587
Focus Financial Network
Minnesota
$556K +$8.32K +101 +2%
EHC
588
Everett Harris & Co
California
$555K
SSB
589
Sandy Spring Bank
Maryland
$554K +$8.98K +109 +2%
MSA
590
Marino Stram & Associates
Massachusetts
$549K +$115K +1,393 +26%
MG
591
Mather Group
Illinois
$545K +$35K +425 +7%
SFS
592
Sowell Financial Services
Arkansas
$543K -$461K -5,600 -46%
CCM
593
Cadence Capital Management
Massachusetts
$541K -$131K -1,592 -19%
PGAM
594
Princeton Global Asset Management
New Jersey
$539K -$84.8K -1,029 -14%
JWS
595
Juncture Wealth Strategies
Arizona
$539K +$41.2K +500 +8%
PTP
596
Platform Technology Partners
New York
$538K +$29.2K +354 +6%
BBA
597
BLB&B Advisors
Pennsylvania
$537K -$9.47K -115 -2%
IFWM
598
Institute for Wealth Management
Colorado
$536K -$56.8K -690 -10%
APP
599
Avantax Planning Partners
Iowa
$535K +$83.2K +1,010 +18%
WG
600
Welch Group
Alabama
$534K +$824 +10 +0.2%

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.