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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
BJL
701
Brighton Jones LLC
Washington
$367K +$370K +4,486 New
9WM
702
9258 Wealth Management
Ohio
$366K -$16.6K -202 -5%
AG
703
AlphaSimPlex Group
Massachusetts
$365K +$127K +1,538 +53%
MBTD
704
Mechanics Bank - Trust Department
California
$364K
IFS
705
Ifrah Financial Services
Arkansas
$363K -$2.06K -25 -0.6%
LOAME
706
Lombard Odier Asset Management (Europe)
United Kingdom
$362K +$365K +4,426 New
RCAG
707
Rehmann Capital Advisory Group
Michigan
$359K +$412 +5 +0.1%
AC
708
Apella Capital
Connecticut
$357K
FBB
709
Fulton Breakefield Broenniman
Maryland
$357K
CS
710
Cannell & Spears
New York
$356K
B
711
Barings
North Carolina
$353K -$243K -2,945 -40%
NB
712
Northwest Bancshares
Pennsylvania
$351K
PCM
713
Palisade Capital Management
New Jersey
$351K +$44.1K +535 +14%
MYLI
714
Meiji Yasuda Life Insurance
Japan
$350K +$353K +4,284 New
PWAP
715
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$349K -$988 -12 -0.3%
FAIM
716
Financial Advocates Investment Management
Washington
$346K +$12.2K +148 +4%
S
717
SignatureFD
Georgia
$343K -$18.9K -230 -5%
DS
718
DRW Securities
Illinois
$342K +$345K +4,188 New
TCA
719
Transcend Capital Advisors
New Jersey
$342K +$345K +4,189 New
IWS
720
Insight Wealth Strategies
California
$341K +$63.1K +766 +22%
MIS
721
Morningstar Investment Services
Illinois
$338K +$30.6K +372 +10%
MWM
722
Mission Wealth Management
California
$337K -$133K -1,616 -28%
OIA
723
OneDigital Investment Advisors
Kansas
$337K -$44.4K -539 -12%
LIM
724
Lathrop Investment Management
Arkansas
$337K
ETC
725
Exchange Traded Concepts
Oklahoma
$337K +$21.7K +263 +7%

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.