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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
SCM
1026
Silvant Capital Management
Georgia
$36K
BWM
1027
Baystate Wealth Management
Massachusetts
$36K +$82 +1 +0.2%
CWC
1028
Carolinas Wealth Consulting
North Carolina
$36K +$2.39K +29 +7%
KTC
1029
Kistler-Tiffany Companies
Pennsylvania
$35K
Loomis, Sayles & Company
1030
Loomis, Sayles & Company
Massachusetts
$35K +$21.3K +259 +152%
LC
1031
Lindbrook Capital
California
$34K -$13.3K -162 -28%
WCG
1032
Weaver Consulting Group
California
$34K
GFPC
1033
Global Financial Private Client
Florida
$33.2K -$9.97K -121 -23%
CBT
1034
Central Bank & Trust
Kentucky
$33K
FMP
1035
Financial Management Professionals
Texas
$32K -$222K -2,689 -87%
RIM
1036
Rockbridge Investment Management
New York
$32K
ADL
1037
Asset Dedication LLC
California
$32K +$82 +1 +0.3%
CIM
1038
Centersquare Investment Management
Pennsylvania
$31K -$9.06K -110 -22%
CFD
1039
Creative Financial Designs
Indiana
$31K
NC
1040
NewSquare Capital
Pennsylvania
$31K
TFO
1041
Tarbox Family Office
California
$31K +$3.13K +38 +11%
FFW
1042
Fusion Family Wealth
New York
$29K
SWA
1043
Sutton Wealth Advisors
Florida
$28K +$82 +1 +0.3%
AF
1044
Arrow Financial
New York
$28K -$6.18K -75 -18%
FWM
1045
Focused Wealth Management
New York
$28K
AWA
1046
Arkadios Wealth Advisors
Georgia
$26.8K -$57.2K -695 -70%
IAS
1047
IMA Advisory Services
Colorado
$26K
MF
1048
Manchester Financial
California
$26K
TFGT
1049
TS Financial Group (TSFG)
Illinois
$26K +$165 +2 +0.6%
CAGAS
1050
Capital Advisory Group Advisory Services
Minnesota
$24K -$3.87K -47 -14%

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.