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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
FVWA
326
Foster Victor Wealth Advisors
South Carolina
$2.39M +$378K +4,633 +18%
1SB
327
1ST Source Bank
Indiana
$2.38M -$34.5K -423 -1%
VWM
328
Valley Wealth Managers
New Jersey
$2.38M +$112K +1,370 +5%
FNT
329
First National Trust
Pennsylvania
$2.37M -$109K -1,330 -4%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$2.37M -$164K -2,010 -6%
SS
331
Simplicity Solutions
Minnesota
$2.35M +$822K +10,072 +52%
SA
332
Shilanski & Associates
Alaska
$2.33M +$83.3K +1,021 +4%
GT
333
Glenmede Trust
Pennsylvania
$2.32M -$25.9K -317 -1%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$2.3M -$32.5K -398 -1%
AB
335
Amalgamated Bank
New York
$2.29M -$3.54M -43,360 -60%
TC
336
TwinBeech Capital
New York
$2.29M +$1.94M +23,790 +481%
ClearBridge Investments
337
ClearBridge Investments
New York
$2.27M -$5.79K -71 -0.2%
IAN
338
Integrated Advisors Network
Texas
$2.27M +$151K +1,855 +7%
COPPSERS
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26M -$263K -3,220 -10%
UBV
340
United Bank (Virginia)
Virginia
$2.25M
SIM
341
Sentry Investment Management
Wisconsin
$2.24M -$176K -2,159 -7%
CA
342
Cornerstone Advisors
North Carolina
$2.23M -$1.06M -13,000 -32%
TNB
343
TCF National Bank
South Dakota
$2.22M +$289K +3,539 +16%
Mercer Global Advisors
344
Mercer Global Advisors
Colorado
$2.21M -$387K -4,739 -15%
CAN
345
Cetera Advisor Networks
California
$2.21M +$74.7K +915 +3%
KRS
346
Kentucky Retirement Systems
Kentucky
$2.2M -$502K -6,145 -18%
Wealthfront Advisers
347
Wealthfront Advisers
California
$2.19M -$553K -6,779 -20%
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M -$7.76M -95,080 -78%
RC
349
RegentAtlantic Capital
New Jersey
$2.15M +$172K +2,111 +8%
QC
350
Quadrature Capital
United Kingdom
$2.14M +$2.19M +26,878 New

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.