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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
SA
901
Strategic Advisors
New York
$202K -$69.1K -839 -26%
MFG
902
Magnus Financial Group
New York
$202K -$55.8K -678 -21%
LSAG
903
Lake Street Advisors Group
New Hampshire
$202K -$9.55K -116 -4%
BC
904
Burney Company
Virginia
$202K +$203K +2,468 New
OSAM
905
O'Shaughnessy Asset Management
Connecticut
$201K -$48.7K -591 -19%
GI
906
Gradient Investments
Minnesota
$201K
BS
907
Boenning & Scattergood
Pennsylvania
$201K +$203K +2,459 New
FFBTD
908
First Financial Bank - Trust Division
Ohio
$201K +$203K +2,465 New
AssetMark Inc
909
AssetMark Inc
California
$199K +$32.4K +393 +19%
BFC
910
Bedel Financial Consulting
Indiana
$196K
VFA
911
Valeo Financial Advisors
Indiana
$194K -$31.5K -382 -14%
HB
912
Horizon Bancorp
Indiana
$194K -$3.05K -37 -2%
HBT
913
Hills Bank & Trust
Iowa
$191K -$11.3K -137 -6%
PCIA
914
Prime Capital Investment Advisors
Kansas
$191K +$193K +2,342 New
HI
915
Human Investing
Oregon
$188K
WB
916
West Bancorporation
Iowa
$187K
BC
917
Bartlett & Co
Ohio
$186K
BCWM
918
Bartlett & Co Wealth Management
Ohio
$186K
AF
919
Advisornet Financial
Minnesota
$183K +$2.55K +31 +1%
ST
920
Smithfield Trust
Pennsylvania
$181K -$32.9K -400 -15%
Axa
921
Axa
France
$180K +$182K +2,204 New
PCFFS
922
Pacific Center for Financial Services
California
$178K
RFA
923
Reilly Financial Advisors
California
$175K -$5.27K -64 -3%
Capstone Investment Advisors
924
Capstone Investment Advisors
New York
$172K +$173K +2,100 New
FA
925
Financial Advantage
Maryland
$163K

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.