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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
Millennium Management
976
Millennium Management
New York
$78.4K +$13.4M +162,506 +20%
VNA
977
Valley National Advisers
Pennsylvania
$78K +$13.2K +160 +20%
GWS
978
Glassman Wealth Services
Virginia
$76K +$9.64K +117 +14%
DI
979
Disciplined Investments
Oklahoma
$75K +$329 +4 +0.4%
FFC
980
First Financial Corp
Indiana
$73K +$10.9K +132 +17%
FPFS
981
First Personal Financial Services
North Carolina
$72K -$46.5K -565 -39%
KPCM
982
Kings Point Capital Management
New York
$72K -$824 -10 -1%
VCM
983
Vigilant Capital Management
Maine
$72K
PS
984
Planned Solutions
California
$71K +$71.7K +870 New
BHWM
985
Bay Harbor Wealth Management
Maryland
$70K -$1.24K -15 -2%
CSPIA
986
Cary Street Partners Investment Advisory
Virginia
$69K +$69.9K +849 New
LFG
987
LifePlan Financial Group
Ohio
$67K
WOC
988
West Oak Capital
California
$66K -$28.1K -341 -30%
CCMW
989
Cypress Capital Management (Wyoming)
Wyoming
$63K
WLPWM
990
Walled Lake Planning & Wealth Management
Illinois
$62K +$329 +4 +0.5%
HWM
991
Holloway Wealth Management
Florida
$61K
TI
992
Truehand Inc
New Hampshire
$61K
BCA
993
Berman Capital Advisors
Georgia
$60K -$165 -2 -0.3%
1IA
994
1834 Investment Advisors
Wisconsin
$60K
RAM
995
Riggs Asset Management
Pennsylvania
$60K +$3.46K +42 +6%
AAP
996
Arax Advisory Partners
Colorado
$59K +$494 +6 +0.8%
DOA
997
D'Orazio & Associates
Virginia
$58K
PMFA
998
Plante Moran Financial Advisors
Michigan
$57K
TIM
999
Tortoise Investment Management
New York
$57K +$16.5K +200 +40%
TFM
1000
TFC Financial Management
Massachusetts
$57K +$57.2K +694 New

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.