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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
EIP
1051
Ellis Investment Partners
Pennsylvania
$24K +$165 +2 +0.7%
SLF
1052
Sun Life Financial
Ontario, Canada
$24K +$24.5K +297 New
PFGIA
1053
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$9.06K +110 +67%
TCM
1054
TD Capital Management
Tennessee
$21K
KFS
1055
Kelly Financial Services
Massachusetts
$20.9K +$165 +2 +0.8%
NIM
1056
NuWave Investment Management
New Jersey
$20K -$42K -510 -68%
JFA
1057
JNBA Financial Advisors
Minnesota
$20K
WB
1058
Webster Bank
Connecticut
$20K
TC
1059
Truvestments Capital
Florida
$20K +$3.79K +46 +23%
LWA
1060
Lenox Wealth Advisors
New York
$19K
LWM
1061
Liberty Wealth Management
California
$18K -$58.3K -708 -76%
OC
1062
Oakworth Capital
Alabama
$18K -$56.5K -686 -76%
RWG
1063
Regal Wealth Group
California
$18K +$165 +2 +0.9%
CHAM
1064
Clear Harbor Asset Management
Connecticut
$17.9K +$18K +219 New
POIA
1065
Pin Oak Investment Advisors
Texas
$17K
AWM
1066
Adams Wealth Management
Utah
$17K +$17.5K +212 New
GEA
1067
Glen Eagle Advisors
New Jersey
$16.8K +$15.7K +190 +1,188%
BFG
1068
Baron Financial Group
New Jersey
$16.3K +$16.5K +200 New
FP
1069
Financial Perspectives
Minnesota
$16.3K
JWBC
1070
John W. Brooker & Co
California
$16K
PFO
1071
Pathstone Family Office
New Jersey
$16K
RBC
1072
Roble Belko & Company
Pennsylvania
$16K
CPW
1073
Catalyst Private Wealth
California
$16K +$15.7K +190 New
ST
1074
Sageworth Trust
Pennsylvania
$15K -$577 -7 -4%
PO
1075
Private Ocean
California
$15K +$4.28K +52 +40%

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.