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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
MFW
1176
Meristem Family Wealth
Minnesota
-$233K -2,923 Closed
SSG
1177
Summit Securities Group
New York
-$231K -2,900 Closed
FI
1178
FormulaFolio Investments
Michigan
-$228K -2,860 Closed
CC
1179
Cornerstone Capital
California
-$227K -2,848 Closed
BDF
1180
Balasa Dinverno & Foltz
-$224K -2,810 Closed
DPI
1181
Diversified Portfolios Inc
Michigan
-$217K -2,728 Closed
CCFCSB
1182
Cape Cod Five Cents Savings Bank
Massachusetts
-$210K -2,641 Closed
QSS
1183
Quantitative Systematic Strategies
Florida
-$209K -2,618 Closed
JSL
1184
JT Stratford LLC
Georgia
-$206K -2,583 Closed
OPS
1185
Orion Portfolio Solutions
Nebraska
-$182K -2,287 Closed
BFM
1186
Boston Financial Management
Massachusetts
-$163K -2,050 Closed
SBSB
1187
Sullivan, Bruyette, Speros & Blaney
Virginia
-$149K -1,874 Closed
KPW
1188
Kore Private Wealth
New York
-$126K -1,590 Closed
CWM
1189
Campbell Wealth Management
Virginia
-$93K -1,168 Closed
WFMPM
1190
Woodley Farra Manion Portfolio Management
Indiana
-$88K -1,099 Closed
SCA
1191
Stonebridge Capital Advisors
Minnesota
-$76K -957 Closed
C
1192
Cerebellum
California
-$68K -926 Closed
RDWM
1193
Red Door Wealth Management
Tennessee
-$71K -895 Closed
APWM
1194
Atlas Private Wealth Management
New York
-$55K -697 Closed
AIL
1195
AGF Investments LLC
Ontario, Canada
-$55K -694 Closed
BL
1196
Balentine LLC
Georgia
-$43K -661 Closed
TI
1197
tru Independence
Oregon
-$48 -609 Closed
ACA
1198
Atlas Capital Advisors
Wyoming
-$48.1K -604 Closed
AC
1199
Asio Capital
Kentucky
-$40K -500 Closed
EWP
1200
Engrave Wealth Partners
Texas
-$26K -332 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.