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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
SYBT
876
Stock Yards Bank & Trust
Kentucky
$221K
OFW
877
Omnia Family Wealth
Florida
$220K
IAIM
878
International Assets Investment Management
Florida
$220K +$1.81K +22 +0.8%
AWM
879
Aries Wealth Management
Maine
$217K
JC
880
Jacobs & Co
California
$216K
MSR
881
Main Street Research
Connecticut
$215K -$6.42K -78 -3%
AFM
882
Andesa Financial Management
Pennsylvania
$214K -$127K -1,541 -37%
MS
883
Madden Securities
Texas
$214K +$82 +1 +0%
BWCS
884
Beirne Wealth Consulting Services
Connecticut
$214K +$216K +2,618 New
AW
885
ACG Wealth
Georgia
$213K -$3.71K -45 -2%
CIC
886
Cutler Investment Counsel
Oregon
$213K
FNFDCM
887
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$213K
NJBEST
888
New Jersey Better Educational Savings Trust
New Jersey
$212K
CFG
889
Citizens Financial Group
Rhode Island
$211K -$38K -461 -15%
CF
890
Centaurus Financial
California
$210K -$8.48K -103 -4%
MMG
891
Monetary Management Group
Missouri
$210K
DSC
892
Duncker Streett & Co
Missouri
$208K
Bessemer Group
893
Bessemer Group
New Jersey
$207K -$1.05M -12,695 -83%
WT
894
Washington Trust
Rhode Island
$207K +$16.1K +196 +8%
CWM
895
Chronos Wealth Management
Florida
$205K -$188K -2,284 -48%
PWM
896
Perigon Wealth Management
California
$204K -$25.1K -305 -11%
BCM
897
Becker Capital Management
Oregon
$204K +$206K +2,495 New
RA
898
RFG Advisory
Alabama
$203K -$70.8K -859 -26%
SIM
899
Sonora Investment Management
Arizona
$203K -$5.93K -72 -3%
APC
900
Aspire Private Capital
North Carolina
$203K +$77.3K +939 +61%

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.