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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
LFG
1101
Larson Financial Group
Missouri
$5K
ATC
1102
Adirondack Trust Company
New York
$4K
LGWM
1103
Litman Gregory Wealth Management
California
$4K +$3.71K +45 New
LJHT
1104
Laurie J. Hall Trustee
$4K +$4.12K +50 New
SL
1105
Savior LLC
Massachusetts
$3K
SWM
1106
Selective Wealth Management
Virginia
$3K
UFF
1107
USA Financial Formulas
Michigan
$2K +$1.24K +15 +300%
TWP
1108
TFO Wealth Partners
Ohio
$2K +$1.73K +21 New
CA
1109
Crewe Advisors
Utah
$2K +$2.22K +27 New
SIS
1110
Sound Income Strategies
Florida
$2K +$2.22K +27 New
PWM
1111
Provident Wealth Management
Tennessee
$2K +$2.31K +28 New
FCH
1112
Freestone Capital Holdings
Washington
$1.06K +$1.07K +13 New
Koshinski Asset Management
1113
Koshinski Asset Management
Illinois
$966 +$879K +10,677 New
FCA
1114
FinTrust Capital Advisors
South Carolina
$173 -$4.12K -50 -2%
WIM
1115
Westside Investment Management
California
$101
ZP
1116
Zimmer Partners
New York
-$143M -1,791,270 Closed
CVA
1117
Ceredex Value Advisors
Florida
-$127M -1,592,731 Closed
Point72 Asset Management
1118
Point72 Asset Management
Connecticut
-$48.3M -606,704 Closed
CAM
1119
Camden Asset Management
California
-$11.7M -147,379 Closed
SH
1120
SeaTown Holdings
Singapore
-$9.8M -123,000 Closed
MSE
1121
MUFG Securities EMEA
United Kingdom
-$5.58M -70,000 Closed
SSA
1122
Schonfeld Strategic Advisors
New York
-$5.12M -64,263 Closed
Skandinaviska Enskilda Banken (SEB)
1123
Skandinaviska Enskilda Banken (SEB)
Sweden
-$4.42M -55,490 Closed
ERSOT
1124
Employees Retirement System of Texas
Texas
-$4.22M -53,000 Closed
CIA
1125
Covington Investment Advisors
Pennsylvania
-$4.04M -50,752 Closed

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.