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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
CS
851
Comerica Securities
Michigan
$236K +$238K +2,886 New
BONST
852
Bank of Nova Scotia Trust
Ontario, Canada
$236K +$238K +2,888 New
PAA
853
Peregrine Asset Advisers
Oregon
$234K -$4.94K -60 -2%
WIC
854
Whitegate Investment Counselors
New Hampshire
$234K +$236K +2,861 New
HIS
855
Harvest Investment Services
Illinois
$233K -$4.86K -59 -2%
SIA
856
Sit Investment Associates
Minnesota
$233K
ACA
857
Aptus Capital Advisors
Alabama
$233K +$16.5K +200 +8%
HIC
858
Holderness Investments Company
North Carolina
$231K
JWCA
859
J.W. Coons Advisors
Ohio
$231K
NNP
860
Nachman Norwood & Parrott
South Carolina
$231K
SPP
861
Single Point Partners
Massachusetts
$231K
CCM
862
Carlson Capital Management
Minnesota
$231K +$82 +1 +0%
RFM
863
Royal Fund Management
Florida
$231K +$1.4K +17 +0.6%
PWP
864
Principle Wealth Partners
Connecticut
$230K -$18.9K -230 -8%
ABC
865
Associated Banc-Corp
Wisconsin
$230K
BWP
866
Bernardo Wealth Planning
Pennsylvania
$230K +$906 +11 +0.4%
WCAMG
867
Woodard & Company Asset Management Group
North Carolina
$229K
CAMG
868
CWA Asset Management Group
Florida
$228K -$28K -340 -11%
AW
869
Alpha Windward
Massachusetts
$227K -$1.48K -18 -0.6%
ACM
870
Azimuth Capital Management
Michigan
$225K
VAS
871
Vestmark Advisory Solutions
Massachusetts
$225K +$227K +2,756 New
MFG
872
Menard Financial Group
Texas
$223K -$27.7K -336 -11%
NIM
873
Northeast Investment Management
Massachusetts
$222K
HPC
874
Hobart Private Capital
North Carolina
$222K -$55.8K -678 -20%
CCM
875
Crossvault Capital Management
Texas
$221K

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.