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American Electric Power

1,129 hedge funds and large institutions have $29.4B invested in American Electric Power in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 420 increasing their positions, 406 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $154M | Put options by funds: $115M

3% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 406

0.55% less ownership

Funds ownership: 74.89%74.33% (-0.55%)

1% less capital invested

Capital invested by funds: $29.5B → $29.4B (-$181M)

4% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 103

1% less funds holding

Funds holding: 1,1421,129 (-13)

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,129
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
23.15%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.08%
New
99
Increased
420
Reduced
406
Closed
103
Calls
$154M
Puts
$115M
Net Calls
+$39.2M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
251
American Assets Investment Management
California
$3.98M
TA
252
Tiedemann Advisors
New York
$3.98M +$1.89M +23,195 +87%
WorldQuant Millennium Advisors
253
WorldQuant Millennium Advisors
New York
$3.89M -$466K -5,705 -10%
CWM
254
CIBC World Markets
New York
$3.88M +$1.02M +12,519 +35%
B
255
BP
United Kingdom
$3.82M -$245K -3,000 -6%
Public Sector Pension Investment Board (PSP Investments)
256
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M -$131K -1,600 -3%
EIA
257
Eastover Investment Advisors
North Carolina
$3.8M +$144K +1,762 +4%
Man Group
258
Man Group
United Kingdom
$3.79M +$3.66M +44,899 +1,696%
HCMT
259
Highland Capital Management (Tennessee)
Tennessee
$3.79M +$22.9K +280 +0.6%
FNBT
260
FineMark National Bank & Trust
Florida
$3.73M +$3.14M +38,420 +460%
WIC
261
Willis Investment Counsel
Georgia
$3.67M +$310K +3,800 +9%
SWM
262
Segment Wealth Management
Texas
$3.64M +$168K +2,058 +5%
TCM
263
Telos Capital Management
California
$3.59M +$2.54M +31,163 +223%
AOWM
264
Alpha Omega Wealth Management
Virginia
$3.59M -$92.3K -1,131 -2%
CAL
265
Capital Analysts LLC
Pennsylvania
$3.59M -$130K -1,591 -3%
UB
266
UMB Bank
Missouri
$3.59M -$7.43K -91 -0.2%
VFM
267
Viking Fund Management
North Dakota
$3.58M +$81.6K +1,000 +2%
Acadian Asset Management
268
Acadian Asset Management
Massachusetts
$3.55M +$3.64M +44,534 New
JMPWA
269
JP Morgan Private Wealth Advisors
California
$3.54M +$208K +2,547 +6%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$3.5M -$1.01M -12,360 -22%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$3.46M +$58K +710 +2%
AMI
272
Amica Mutual Insurance
Rhode Island
$3.46M +$1.15M +14,121 +48%
RJT
273
Raymond James Trust
Florida
$3.42M +$229K +2,810 +7%
NEI
274
Northwest & Ethical Investments
Ontario, Canada
$3.41M +$1.52M +18,671 +77%
WG
275
Winton Group
United Kingdom
$3.39M -$2.82M -34,550 -45%

AEP Hedge Fund Activity: Q2 2020 in Review

1,129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2020, worth a combined $29.4B — down 0.61% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of AEP and 99 opened new positions — a net loss of 4 holders — while 406 trimmed existing stakes and 420 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $449M.

  • 1,129 institutional investors held American Electric Power (AEP) as of Q2 2020, down from 1,142 in Q1 2020.
  • Funds reported $29.4B of American Electric Power stock for Q2 2020, down 0.61% quarter-over-quarter.
  • 99 funds opened new American Electric Power positions in Q2 2020 and 103 closed out, a net change of -4 holders.
  • The largest American Electric Power buyer in Q2 2020 was T. Rowe Price Associates, an estimated $768M added.
  • The largest American Electric Power seller in Q2 2020 was Capital Research Global Investors, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.