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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
DP
726
Dearborn Partners
Illinois
$336K +$39.2K +476 +13%
EF
727
Empirical Finance
Pennsylvania
$336K +$69.9K +849 +26%
TVWM
728
Tower View Wealth Management
Wisconsin
$335K +$2.8K +34 +0.8%
CWM
729
Cornerstone Wealth Management
Missouri
$334K -$8.73K -106 -3%
KA
730
Kovack Advisors
Florida
$333K -$164K -1,987 -33%
DWT
731
Dorsey & Whitney Trust
South Dakota
$332K +$335K +4,069 New
TPWA
732
TRUE Private Wealth Advisors
Oregon
$330K +$2.64K +32 +0.8%
HCM
733
Howland Capital Management
Massachusetts
$329K
WI
734
WrapManager Inc
California
$329K +$103K +1,247 +45%
FG
735
Fiduciary Group
Georgia
$327K +$577 +7 +0.2%
EWM
736
Edge Wealth Management
New York
$327K +$329K +4,000 New
HH
737
Hilltop Holdings
Texas
$326K +$64.1K +778 +24%
FIM
738
Fruth Investment Management
Texas
$325K
HCP
739
Hexagon Capital Partners
Arkansas
$325K +$294K +3,572 New
PIM
740
Penobscot Investment Management
Massachusetts
$324K
CSIC
741
Clifford Swan Investment Counsel
California
$323K +$165 +2 +0.1%
CHP
742
Cable Hill Partners
Oregon
$323K +$325K +3,950 New
WF
743
Welch & Forbes
Massachusetts
$322K -$40.2K -488 -11%
FDS
744
First Dallas Securities
Texas
$317K +$320K +3,880 New
BIM
745
Bridges Investment Management
Nebraska
$316K -$16.5K -200 -5%
GVAG
746
Great Valley Advisor Group
Delaware
$315K +$55.8K +677 +21%
PAM
747
Premier Asset Management
Illinois
$315K +$317K +3,849 New
RRC
748
Relaxing Retirement Coach
Massachusetts
$314K +$317K +3,844 New
TWA
749
TCI Wealth Advisors
Arizona
$311K +$128K +1,558 +69%
AL
750
AJO LP
Pennsylvania
$311K +$315K +3,824 New

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.