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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
CPA
801
Court Place Advisors
Maryland
$270K -$1.65K -20 -0.6%
GLLW
802
Graves Light Lenhart Wealth
Virginia
$267K
PWS
803
Private Wealth Strategies
Ohio
$267K +$1.32K +16 +0.5%
UCMOK
804
United Capital Management of KS
Kansas
$264K -$2.55K -31 -0.9%
MAM
805
Meeder Asset Management
Ohio
$264K -$1.32K -16 -0.5%
DBT
806
Dubuque Bank & Trust
Iowa
$263K -$6.59K -80 -2%
BAM
807
Belpointe Asset Management
Nevada
$263K -$2.47K -30 -0.9%
EH
808
Equitable Holdings
New York
$263K +$82 +1 +0%
LBC
809
Lowe Brockenbrough & Co
Virginia
$263K +$9.23K +112 +4%
FM
810
Foster & Motley
Ohio
$260K -$2.55K -31 -1%
FANJ
811
Financial Architects (New Jersey)
New Jersey
$259K +$165 +2 +0.1%
SS
812
Sunbelt Securities
Texas
$259K +$12.3K +149 +5%
MOS
813
MGO One Seven
Ohio
$258K +$260K +3,160 New
PFSC
814
Peoples Financial Services Corp
Pennsylvania
$257K
MCWS
815
McKinley Carter Wealth Services
West Virginia
$257K +$329 +4 +0.1%
PPP
816
Private Portfolio Partners
New Jersey
$257K +$13.3K +162 +5%
SBWM
817
Sunflower Bank Wealth Management
Arizona
$256K -$111K -1,350 -30%
AIM
818
Anchor Investment Management
South Carolina
$256K -$1.15K -14 -0.4%
BHWM
819
Bar Harbor Wealth Management
New Hampshire
$255K
BCI
820
Brinker Capital Investments
Pennsylvania
$253K +$255K +3,095 New
GLA
821
Good Life Advisors
Pennsylvania
$252K +$247 +3 +0.1%
WANY
822
Wealthspire Advisors (New York)
New York
$252K +$25K +303 +11%
First Manhattan
823
First Manhattan
New York
$251K
IWM
824
IHT Wealth Management
Illinois
$251K +$30.1K +366 +14%
IBOK
825
Independence Bank of Kentucky
Kentucky
$250K -$5.11K -62 -2%

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.