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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
GI
426
GAMCO Investors
Connecticut
$1.38M
WAM
427
World Asset Management
Michigan
$1.36M -$570K -6,980 -29%
MSU
428
Mizuho Securities USA
New York
$1.36M +$1.4M +17,111 New
IP
429
Investment Partners
Ohio
$1.36M +$50.5K +619 +4%
PFM
430
Premier Fund Managers
United Kingdom
$1.35M +$1.39M +17,000 New
BFIM
431
Beese Fulmer Investment Management
Ohio
$1.34M -$119K -1,459 -8%
Mirae Asset Global Investments
432
Mirae Asset Global Investments
South Korea
$1.32M -$15M -183,657 -92%
TCM
433
Twin Capital Management
Pennsylvania
$1.31M -$659K -8,074 -33%
Teacher Retirement System of Texas
434
Teacher Retirement System of Texas
Texas
$1.28M -$5.19M -63,637 -80%
CI
435
Cigna Investments
Connecticut
$1.28M +$177K +2,171 +16%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$1.27M +$267K +3,277 +26%
PLFAM
437
Pineno Levin & Ford Asset Management
Virginia
$1.27M +$1.3M +15,915 New
AFG
438
Albion Financial Group
Utah
$1.26M +$2.86K +35 +0.2%
RWA
439
Ropes Wealth Advisors
Massachusetts
$1.26M +$20.4K +250 +2%
MCM
440
Murphy Capital Management
New Jersey
$1.25M -$54K -662 -4%
KCM
441
Kornitzer Capital Management
Kansas
$1.25M
FCBT
442
First Citizens Bank & Trust
North Carolina
$1.24M -$391K -4,786 -23%
LNC
443
Lincoln National Corp
Pennsylvania
$1.22M +$44.6K +547 +4%
Bessemer Group
444
Bessemer Group
New Jersey
$1.21M +$920K +11,267 +285%
HF
445
HRT Financial
New York
$1.21M -$850K -10,409 -41%
TMAM
446
Tokio Marine Asset Management
Japan
$1.2M +$48.1K +589 +4%
Walleye Trading
447
Walleye Trading
New York
$1.2M +$323K +3,952 +36%
JWCA
448
J.W. Cole Advisors
Florida
$1.19M +$942K +11,537 +337%
V
449
Veritable
Delaware
$1.19M -$111K -1,360 -8%
AC
450
Allstate Corporation
Illinois
$1.18M -$1.74M -21,271 -59%

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.