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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
BEI
1076
Benjamin Edwards Inc
Missouri
$14K
IFAM
1077
Institutional & Family Asset Management
Colorado
$14K
RG
1078
Retirement Group
California
$13K
TCM
1079
Tradewinds Capital Management
Washington
$13K
RA
1080
Rational Advisors
New York
$12K -$31.5K -382 -72%
BWP
1081
Baldwin Wealth Partners
Massachusetts
$11K
EWM
1082
Elmwood Wealth Management
California
$11K
EW
1083
Evoke Wealth
California
$10K -$329 -4 -3%
IRC
1084
Investors Research Corp
Georgia
$10K
FGA
1085
Fortis Group Advisors
New Jersey
$10K +$10.3K +125 New
SXL
1086
Summit X LLC
Missouri
$9.4K -$9.8K -119 -1%
HGWM
1087
Harvest Group Wealth Management
Massachusetts
$9K
ECM
1088
Estabrook Capital Management
New York
$8.17K
CTB
1089
Country Trust Bank
Illinois
$8K -$16.5K -200 -67%
MCM
1090
MV Capital Management
Maryland
$8K -$10.3K -125 -56%
HCM
1091
Highlander Capital Management
New Jersey
$8K
PW
1092
Price Wealth
Texas
$8K
SFA
1093
Semmax Financial Advisors
North Carolina
$8K
TF
1094
Tompkins Financial
New York
$8K
APWA
1095
Atlas Private Wealth Advisors
New Jersey
$7K
ME
1096
McIlrath & Eck
Washington
$7K
SCA
1097
Stuart Chaussee & Associates
California
$7K
SMG
1098
Spectrum Management Group
Indiana
$7K +$1.32K +16 +22%
EWA
1099
Evolution Wealth Advisors
Florida
$6K
RTC
1100
Riverview Trust Company
Washington
$6K

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.