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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
SSA
651
South Street Advisors
New York
$451K
AP
652
Atwood & Palmer
Missouri
$450K
CK
653
Cohen Klingenstein
New York
$450K
WSTAM
654
Wilbanks Smith & Thomas Asset Management
Virginia
$449K -$5.27K -64 -1%
IAA
655
Independent Advisor Alliance
North Carolina
$448K -$23.6K -287 -5%
AWM
656
Aberdeen Wealth Management
Illinois
$441K
EWM
657
Empirical Wealth Management
Washington
$436K
BCA
658
Bay Colony Advisors
Massachusetts
$436K +$117K +1,418 +36%
PIA
659
Pinion Investment Advisors
Kansas
$433K
PWW
660
Pettyjohn Wood & White
Virginia
$428K +$82 +1 +0%
DWA
661
Douglass Winthrop Advisors
New York
$427K
DJSG
662
D.J. St. Germain
Massachusetts
$427K +$19.8K +240 +5%
AMIM
663
Aull & Monroe Investment Management
Alabama
$426K
PFT
664
Providence First Trust
Arizona
$424K -$2.3M -27,937 -84%
CPIA
665
Cornell Pochily Investment Advisors
New York
$424K +$1.07K +13 +0.3%
PA
666
Parallel Advisors
California
$423K -$30.6K -372 -7%
LA
667
Lynch & Associates
Indiana
$420K
IIC
668
Ironwood Investment Counsel
Arizona
$419K +$170K +2,060 +67%
WP
669
WealthSource Partners
California
$419K +$422K +5,126 New
VPIM
670
Vanguard Personalized Indexing Management
California
$416K +$27.1K +329 +7%
SMG
671
Smart Money Group
Texas
$415K +$3.71K +45 +0.9%
CFA
672
Carroll Financial Associates
North Carolina
$412K
HSA
673
Hussman Strategic Advisors
Maryland
$409K
SIC
674
Salem Investment Counselors
North Carolina
$409K
LA
675
LexAurum Advisors
Kansas
$407K +$329 +4 +0.1%

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.