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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
HC
751
HNP Capital
New York
$310K -$5.03K -61 -2%
QCG
752
Quadrant Capital Group
Ohio
$310K +$50.2K +609 +19%
DT
753
Diversified Trust
Tennessee
$310K +$67.8K +823 +28%
MCP
754
Mirador Capital Partners
California
$309K -$79.7K -967 -20%
ACP
755
Aviance Capital Partners
Florida
$309K
RCG
756
Ruane, Cunniff & Goldfarb
New York
$308K -$241K -2,920 -44%
SBIA
757
Sheaff Brock Investment Advisors
Indiana
$308K +$412 +5 +0.1%
SAM
758
Silvercrest Asset Management
New York
$307K -$8.24K -100 -3%
GG
759
Gofen & Glossberg
Illinois
$307K +$4.04K +49 +1%
SAM
760
Strategy Asset Managers
California
$305K
Luther King Capital Management (LKCM)
761
Luther King Capital Management (LKCM)
Texas
$304K +$25.3K +307 +9%
AF
762
Aldebaran Financial
$302K
PG
763
Pendal Group
Australia
$301K +$68.9K +836 +29%
HFA
764
Hoover Financial Advisors
Pennsylvania
$300K
CT
765
Caldwell Trust
Florida
$300K -$9.88K -120 -3%
WA
766
Wealth Alliance
New York
$297K +$70.3K +854 +31%
1WA
767
180 Wealth Advisors
Washington
$296K -$2.64K -32 -1%
Verition Fund Management
768
Verition Fund Management
Connecticut
$295K -$1.66M -20,162 -85%
MFW
769
Mosaic Family Wealth
Missouri
$295K +$1.56K +19 +0.5%
ED
770
Exane Derivatives
France
$294K +$35.3K +429 +14%
PL
771
Perpetual Ltd
Australia
$294K
EFSCE
772
Enterprise Financial Services Corp (EFSC)
Missouri
$293K -$46.8K -568 -14%
APA
773
American Portfolios Advisors
New York
$292K -$4.61K -56 -2%
LWM
774
Laidlaw Wealth Management
New York
$291K -$4.94K -60 -2%
VFP
775
Verus Financial Partners
Virginia
$290K -$52.1K -633 -15%

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.