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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
APG
776
Abacus Planning Group
South Carolina
$290K
BO
777
BRR OpCo
Ohio
$290K +$65.7K +798 +29%
CWM
778
Connecticut Wealth Management
Connecticut
$290K +$292K +3,549 New
MC
779
Mathes Company
New York
$286K -$92.7K -1,125 -24%
HFM
780
Hartford Financial Management
Connecticut
$286K
IFA
781
Interactive Financial Advisors
Illinois
$286K
RHBC
782
R.H. Bluestein & Co
Michigan
$286K
CGL
783
Clarius Group LLC
Washington
$285K -$59.2K -719 -17%
MA
784
MUFG Americas
New York
$284K -$1.4M -16,981 -83%
CBT
785
Capital Bank & Trust
California
$282K
GRP
786
Global Retirement Partners
California
$281K -$175K -2,119 -38%
LW
787
Linscomb Wealth
Texas
$280K -$1.81K -22 -0.6%
FA
788
FDx Advisors
Illinois
$280K +$43.1K +523 +18%
VRM
789
Vectors Research Management
New York
$279K -$5.03K -61 -2%
HCM
790
Hall Capital Management
Rhode Island
$278K -$1.24K -15 -0.4%
RCA
791
Ranch Capital Advisors
Florida
$277K
JIC
792
Joel Isaacson & Co
New York
$276K
AWA
793
Arete Wealth Advisors
Illinois
$275K -$187K -2,265 -41%
PWPS
794
Pinnacle Wealth Planning Services
Ohio
$275K +$27.7K +336 +11%
Fisher Asset Management
795
Fisher Asset Management
Washington
$275K +$277K +3,368 New
AIC
796
Ameritas Investment Company
Nebraska
$274K
WCM
797
WealthBridge Capital Management
Ohio
$273K -$6.42K -78 -2%
ONB
798
Old National Bancorp
Indiana
$272K -$115K -1,395 -30%
TAM
799
Townsend Asset Management
North Carolina
$271K
NFG
800
Nations Financial Group
Iowa
$271K +$10.5K +127 +4%

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.