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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
LF
1001
Lee Financial
Texas
$56K -$9.55K -116 -14%
AFIA
1002
America First Investment Advisors
Nebraska
$53K
CG
1003
Cutler Group
California
$53K +$16.5K +200 +44%
PFS
1004
Prospera Financial Services
Texas
$51K -$524K -6,356 -91%
VCM
1005
Versant Capital Management
Arizona
$51K -$247 -3 -0.5%
SFSIG
1006
San Francisco Sentry Investment Group
California
$51K +$2.06K +25 +4%
ONST
1007
Old North State Trust
North Carolina
$51K +$51.9K +630 New
LWA
1008
Lowe Wealth Advisors
Maryland
$50K
HI
1009
Hudock Inc
Pennsylvania
$49K +$82 +1 +0.2%
CLOS
1010
Compagnie Lombard Odier SCmA
Switzerland
$49K +$49.4K +600 New
BWA
1011
Burt Wealth Advisors
Maryland
$48K
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$42K -$300K -3,641 -88%
CB
1013
CNB Bank
Pennsylvania
$42K
LWS
1014
Lucia Wealth Services
California
$42K
FNBOSM
1015
First National Bank of South Miami
Florida
$41K
GAM
1016
Gemmer Asset Management
California
$41K
EWM
1017
Endurance Wealth Management
Rhode Island
$40K
PWMG
1018
Prestige Wealth Management Group
New Jersey
$40K +$7.17K +87 +22%
WEC
1019
Winslow Evans & Crocker
Massachusetts
$39K
AWM
1020
Avior Wealth Management
Nebraska
$39K +$165 +2 +0.4%
BAMG
1021
Brand Asset Management Group
Missouri
$39K +$329 +4 +0.8%
TC
1022
Trust Company
Kansas
$38K
PFWA
1023
Paces Ferry Wealth Advisors
Georgia
$38K +$38.6K +469 New
CPA
1024
Cowen Prime Advisors
New York
$37K
WPA
1025
West Paces Advisors
Georgia
$36.2K

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.