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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
B
676
Bellecapital
Switzerland
$405K
BRWM
677
B. Riley Wealth Management
Tennessee
$405K +$408K +4,955 New
DA
678
Duality Advisers
Florida
$402K -$1.36M -16,562 -77%
CIC
679
Carnegie Investment Counsel
Ohio
$401K +$82 +1 +0%
RB
680
Rodgers Brothers
Pennsylvania
$399K -$26.3K -319 -6%
ITIM
681
Indiana Trust & Investment Management
Indiana
$399K
CTI
682
Community Trust & Investment
Kentucky
$399K +$41.1K +499 +11%
CA
683
Clearstead Advisors
Ohio
$398K -$2.31K -28 -0.6%
FNBSF
684
First National Bank Sioux Falls
South Dakota
$398K
BFA
685
Brendel Financial Advisors
New Hampshire
$395K
PP
686
Palladium Partners
Virginia
$393K -$34.8K -423 -8%
GBT
687
Grove Bank & Trust
Florida
$387K +$26.6K +323 +7%
WP
688
WealthShield Partners
North Carolina
$386K +$390K +4,729 New
T
689
TRUADVICE
Florida
$384K +$357K +4,328 New
BFEC
690
Benjamin F. Edwards & Company
Missouri
$383K +$7.91K +96 +2%
LDFR
691
Lehman & Derafelo Financial Resources
Pennsylvania
$382K
AWA
692
ARS Wealth Advisors
Florida
$380K +$165 +2 +0%
MA
693
Mutual Advisors
Nebraska
$379K -$265K -3,223 -41%
GHAM
694
Gilman Hill Asset Management
Connecticut
$377K -$36.6K -444 -9%
TTWM
695
TCV Trust & Wealth Management
Virginia
$376K
AIC
696
Archer Investment Corporation
Indiana
$376K
FCI
697
Financial Counselors Inc
Kansas
$373K -$11.1K -135 -3%
THWM
698
Taylor Hoffman Wealth Management
Virginia
$372K -$129K -1,560 -26%
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$370K -$38.1K -462 -9%
WSFS
700
Wilmington Savings Fund Society
Delaware
$369K +$82 +1 +0%

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.