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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
AIA
376
Affinity Investment Advisors
California
$1.8M -$651K -7,980 -26%
WAM
377
Wolverine Asset Management
Illinois
$1.79M +$1.84M +22,482 New
HB
378
Homrich & Berg
Georgia
$1.79M +$55.8K +684 +3%
Daiwa Securities Group
379
Daiwa Securities Group
Japan
$1.78M
BOPW
380
Brandywine Oak Private Wealth
Pennsylvania
$1.78M -$22.3K -273 -1%
TPA
381
Trivium Point Advisory
Connecticut
$1.76M +$85.7K +1,050 +5%
KFBMI
382
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.75M
CL
383
CSS LLC
Illinois
$1.75M +$1.79M +21,920 New
O
384
Ossiam
France
$1.74M -$2.64M -32,345 -60%
DA
385
Duality Advisers
Florida
$1.71M +$1.75M +21,482 New
DC
386
Davenport & Co
Virginia
$1.71M +$33.6K +412 +2%
BBHC
387
Brown Brothers Harriman & Co
New York
$1.71M -$12.2K -150 -0.7%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$1.7M +$24.5K +300 +1%
GFPC
389
Global Financial Private Capital
Florida
$1.67M +$1.71M +20,985 +209,850%
SPC
390
Sigma Planning Corp
Michigan
$1.67M -$33.2K -407 -2%
PAS
391
Park Avenue Securities
New York
$1.64M +$296K +3,624 +21%
IB
392
Intrust Bank
Kansas
$1.63M -$84K -1,029 -5%
MA
393
MUFG Americas
New York
$1.63M +$1.22M +14,969 +273%
WTC
394
WhitTier Trust Company
Nevada
$1.62M -$7.75K -95 -0.5%
FMTCOCP
395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.61M +$71.6K +877 +5%
X
396
Xponance
Pennsylvania
$1.61M +$1.65M +20,255 New
GWM
397
Geneos Wealth Management
Colorado
$1.61M +$31.8K +390 +2%
LHC
398
Little House Capital
Massachusetts
$1.61M -$361K -4,419 -18%
SLI
399
Sumitomo Life Insurance
Japan
$1.6M -$134K -1,645 -8%
RWA
400
River Wealth Advisors
Pennsylvania
$1.6M +$111K +1,357 +7%

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.