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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
WIC
151
Willis Investment Counsel
Georgia
$11.4M +$7.65M +92,900 +202%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$11.1M +$302K +3,663 +3%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$11M -$7.67M -93,059 -41%
HTC
154
Haverford Trust Company
Pennsylvania
$10.7M -$347K -4,213 -3%
SOMRS
155
State of Michigan Retirement System
Michigan
$10.3M +$8.24K +100 +0.1%
MIM
156
MetLife Investment Management
New Jersey
$10.1M -$359K -4,364 -3%
CTA
157
Carillon Tower Advisers
Florida
$10M -$6.65M -80,733 -40%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$9.78M -$120K -1,460 -1%
Calamos Advisors
159
Calamos Advisors
Illinois
$9.59M -$848K -10,295 -8%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$9.48M +$661K +8,030 +7%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$9.47M -$1.69M -20,500 -15%
WBC
162
Westpac Banking Corp
Australia
$9.34M +$608K +7,377 +7%
EIA
163
Edgemoor Investment Advisors
Maryland
$9.14M -$88.3K -1,072 -0.9%
SC
164
Scotia Capital
Ontario, Canada
$9.1M +$9.17M +111,379 New
SCM
165
Shelton Capital Management
Colorado
$8.9M +$1.09M +13,200 +14%
AIMCA
166
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.85M -$988K -12,000 -10%
NLGIA
167
Nippon Life Global Investors Americas
New York
$8.76M +$610K +7,410 +7%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$8.68M +$72.7K +882 +0.8%
WB
169
WesBanco Bank
West Virginia
$8.64M -$217K -2,633 -2%
GC
170
Guggenheim Capital
Illinois
$8.59M -$292K -3,544 -3%
CIP
171
Chartwell Investment Partners
Pennsylvania
$8.58M -$1.27M -15,416 -13%
American Century Companies
172
American Century Companies
Missouri
$8.46M -$3.83M -46,500 -31%
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$8.32M -$185K -2,250 -2%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$8.19M -$141K -1,708 -2%
SC
175
Sculptor Capital
New York
$7.85M -$2.36M -28,637 -23%

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.