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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
HIA
926
Harbor Investment Advisory
Maryland
$162K +$47.4K +575 +41%
PCG
927
Private Capital Group
Connecticut
$159K +$4.61K +56 +3%
TCOV
928
Trust Company of Vermont
Vermont
$158K -$82.6K -1,003 -34%
FCB
929
First Command Bank
Texas
$150K -$4.12K -50 -3%
FCFS
930
First Command Financial Services
Texas
$150K -$4.12K -50 -3%
JCM
931
Jacobi Capital Management
Pennsylvania
$150K
AA
932
Advisory Alpha
Michigan
$148K +$138K +1,675 New
OSNBOA
933
Old Second National Bank of Aurora
Illinois
$147K
TF
934
TimeScale Financial
Massachusetts
$145K +$7.91K +96 +6%
BWL
935
Bogart Wealth LLC
Virginia
$143K -$87.5K -1,062 -38%
JGIA
936
Jackson Grant Investment Advisers
Connecticut
$141K +$494 +6 +0.3%
CWM
937
Cranbrook Wealth Management
Michigan
$140K
TH
938
TCTC Holdings
Texas
$140K
CIA
939
CSat Investment Advisory
Michigan
$139K +$14.5K +176 +12%
MHR
940
Matthew Hamilton Rosenberg
$136K
F
941
F3Logic
Minnesota
$135K +$136K +1,649 New
FMT
942
First Mercantile Trust
Tennessee
$130K -$11.6K -141 -9%
PB
943
Pinnacle Bancorp
Nebraska
$129K
BAM
944
Barrett Asset Management
New York
$128K
HWA
945
Heritage Wealth Advisors
Virginia
$126K
HIIFS
946
Harel Insurance Investments & Financial Services
Israel
$120K +$121K +1,463 New
PCTC
947
Perkins Coie Trust Company
Washington
$119K -$1.07K -13 -0.9%
AWM
948
Atticus Wealth Management
Florida
$116K
BCM
949
Blume Capital Management
California
$115K
SWM
950
Sugarloaf Wealth Management
Georgia
$115K +$82 +1 +0.1%

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.