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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
Group One Trading
826
Group One Trading
Illinois
$249K +$213K +2,582 +558%
BFC
827
Blue Fin Capital
Rhode Island
$248K
TIA
828
Tiemann Investment Advisors
California
$248K
ABTD
829
Arvest Bank Trust Division
Oklahoma
$246K -$20.4K -248 -8%
EFS
830
Essex Financial Services
Connecticut
$246K +$248K +3,006 New
Fayez Sarofim & Co
831
Fayez Sarofim & Co
Texas
$245K
SOAMC
832
Spirit of America Management Corp
New York
$245K
GC
833
Gilbert & Cook
Iowa
$245K +$28.2K +342 +13%
NCM
834
Novare Capital Management
North Carolina
$244K -$4.8M -58,232 -95%
SIG
835
Sky Investment Group
Connecticut
$244K +$246K +2,987 New
WTB
836
Washington Trust Bank
Washington
$243K
EGA
837
E&G Advisors
Texas
$242K -$27.6K -335 -10%
PFM
838
Parsec Financial Management
North Carolina
$242K +$9.72K +118 +4%
AIM
839
AIA Investment Management
Singapore
$242K +$58.6K +711 +32%
FHC
840
First Heartland Consultants
Missouri
$241K -$113K -1,373 -32%
BBL
841
Beck Bode LLC
Massachusetts
$241K -$32.8K -398 -12%
MRCM
842
M&R Capital Management
New Jersey
$241K
SWM
843
Shakespeare Wealth Management
Wisconsin
$241K
CAG
844
Csenge Advisory Group
Florida
$239K -$15.7K -191 -7%
DAM
845
Delta Asset Management
Tennessee
$239K -$4.12K -50 -2%
B
846
Bailard
California
$237K -$827K -10,044 -78%
WKWM
847
Walter & Keenan Wealth Management
Indiana
$237K +$82 +1 +0%
KMWM
848
Keudell/Morrison Wealth Management
Oregon
$237K +$238K +2,895 New
QPWM
849
Quadrant Private Wealth Management
Pennsylvania
$236K -$39.2K -476 -14%
AIA
850
Armor Investment Advisors
North Carolina
$236K

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.