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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
MCM
951
Manchester Capital Management
Vermont
$109K -$129K -1,572 -54%
LWCFA
952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K +$35.4K +430 +48%
LS
953
Leelyn Smith
Illinois
$108K
RE
954
RBC Europe
United Kingdom
$105K
AWM
955
AllSquare Wealth Management
New York
$103K
FCM
956
Firestone Capital Management
Florida
$103K
SFPG
957
Stonebridge Financial Planning Group
Florida
$101K
APW
958
Acima Private Wealth
Virginia
$100K
OIA
959
Optimum Investment Advisors
Illinois
$100K
CI Investments Inc
960
CI Investments Inc
Ontario, Canada
$99K -$11K -133 -10%
CFO
961
CVA Family Office
Colorado
$99K +$70.8K +860 +248%
GWMIA
962
Global Wealth Management Investment Advisory
Florida
$97K
CI
963
CX Institutional
Indiana
$97K +$31.3K +380 +47%
CT
964
Clearstead Trust
Maine
$96K
PFBT
965
Parkside Financial Bank & Trust
Missouri
$95K +$23.6K +286 +33%
MA
966
MCF Advisors
Kentucky
$94K
FRA
967
Front Row Advisors
California
$90K
CCA
968
Column Capital Advisors
Indiana
$88K -$28.7K -348 -24%
LAS
969
Lloyd Advisory Services
Georgia
$85K +$24.4K +296 +40%
PCM
970
Penserra Capital Management
California
$84K +$1.48K +18 +2%
MFT
971
Moisand Fitzgerald Tamayo
Florida
$83K
SBL
972
Sargent Bickham Lagudis
Colorado
$82K
TSW
973
Thompson Siegel & Walmsley
Virginia
$82K
JWA
974
JFS Wealth Advisors
Pennsylvania
$81K -$31.3K -380 -28%
RMC
975
Resources Management Corp
Connecticut
$80K

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.