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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
WPP
351
Whalerock Point Partners
Rhode Island
$2.13M
SWP
352
Stratos Wealth Partners
Ohio
$2.12M +$269K +3,301 +14%
SDIC
353
South Dakota Investment Council
South Dakota
$2.11M
PSUF
354
People's United Financial
Connecticut
$2.11M -$2.3M -28,132 -51%
SBH
355
Segall Bryant & Hamill
Illinois
$2.09M +$404K +4,950 +23%
BAM
356
Berkshire Asset Management
Pennsylvania
$2.08M -$62.2K -762 -3%
BWM
357
BerganKDV Wealth Management
Minnesota
$2.07M +$174K +2,129 +9%
PA
358
Profund Advisors
Maryland
$2.01M -$69.1K -846 -3%
SM
359
Sciencast Management
New Jersey
$1.98M +$127K +1,557 +7%
TA
360
TFG Advisers
Michigan
$1.97M +$6.04K +74 +0.3%
SLG
361
Stanley-Laman Group
Pennsylvania
$1.97M -$16.4K -201 -0.8%
Capital Fund Management (CFM)
362
Capital Fund Management (CFM)
France
$1.95M -$13.3M -163,440 -87%
JIC
363
Johnson Investment Counsel
Ohio
$1.93M -$30.9K -378 -2%
TPCW
364
TD Private Client Wealth
New York
$1.92M +$1.23M +15,127 +169%
DnB Asset Management
365
DnB Asset Management
Norway
$1.91M +$555K +6,800 +40%
IA
366
IndexIQ Advisors
New York
$1.9M +$1.94M +23,802 New
Verition Fund Management
367
Verition Fund Management
Connecticut
$1.89M +$1.94M +23,776 New
AI
368
Atria Investments
North Carolina
$1.89M -$3.26M -39,892 -63%
MSFP
369
Mark Sheptoff Financial Planning
Connecticut
$1.88M -$122K -1,497 -6%
BC
370
Brinker Capital
Pennsylvania
$1.87M +$97.5K +1,194 +5%
WRF
371
Waddell & Reed Financial
Kansas
$1.85M +$791K +9,688 +71%
SVWAG
372
Sound View Wealth Advisors Group
Georgia
$1.83M -$100K -1,227 -5%
PA
373
Pinnacle Associates
New York
$1.83M +$912K +11,172 +95%
ECM
374
Everence Capital Management
Indiana
$1.82M +$500K +6,120 +40%
AP
375
Advisor Partners
California
$1.81M -$24.4K -299 -1%

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.