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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
MSL
176
Mackay Shields LLC
New York
$7.83M +$426K +5,177 +6%
URS
177
Utah Retirement Systems
Utah
$7.78M +$49.4K +600 +0.6%
MFS
178
Mirabella Financial Services
United Kingdom
$7.75M +$7.81M +94,814 New
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$7.72M +$1.15M +13,958 +17%
SAM
180
Shell Asset Management
Netherlands
$7.64M -$289K -3,514 -4%
Creative Planning
181
Creative Planning
Kansas
$7.6M +$228K +2,770 +3%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$7.49M -$10.7K -130 -0.1%
TPSF
183
Texas Permanent School Fund
Texas
$7.45M +$313K +3,794 +4%
AAM
184
Advisors Asset Management
Colorado
$7.34M +$743K +9,025 +11%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$7.13M +$199K +2,411 +3%
BCIM
186
British Columbia Investment Management
British Columbia, Canada
$7.03M +$557K +6,760 +9%
FT
187
Fiduciary Trust
Massachusetts
$6.99M -$194K -2,360 -3%
SAM
188
Securian Asset Management
Minnesota
$6.88M -$340K -4,126 -5%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$6.88M +$57.7K +700 +0.8%
Lazard Asset Management
190
Lazard Asset Management
New York
$6.88M +$295K +3,576 +4%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$6.85M +$5.58M +67,692 +420%
WT
192
Whittier Trust
California
$6.7M -$15K -182 -0.2%
TSS
193
Two Sigma Securities
New York
$6.56M +$3.39M +41,117 +105%
LSV Asset Management
194
LSV Asset Management
Illinois
$6.12M -$11M -133,327 -64%
AIP
195
ARS Investment Partners
New York
$6.12M -$38K -461 -0.6%
Robeco Institutional Asset Management
196
Robeco Institutional Asset Management
Netherlands
$6.12M -$10.1M -122,632 -62%
WHRC
197
W.H. Reaves & Co
New Jersey
$6.09M +$6.14M +74,500 New
CAM
198
Carret Asset Management
New York
$6.05M -$12.4K -150 -0.2%
CIBC Asset Management
199
CIBC Asset Management
Ontario, Canada
$6M -$430K -5,217 -7%
GCAC
200
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.81M -$73.3K -890 -1%

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.