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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
CSM
451
CAMG Solamere Management
North Carolina
$1.18M -$49K -600 -4%
SI
452
Shaker Investments
Ohio
$1.18M +$1.63K +20 +0.1%
CAG
453
Crestwood Advisors Group
Massachusetts
$1.18M -$15.6K -191 -1%
KFP
454
KMG Fiduciary Partners
Ohio
$1.18M +$143K +1,747 +13%
NSEDCP
455
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M
LWAC
456
Laurel Wealth Advisors (California)
California
$1.17M -$164K -2,004 -12%
Credit Agricole
457
Credit Agricole
France
$1.17M -$78K -955 -6%
PCA
458
Providence Capital Advisors
North Carolina
$1.15M -$14.9K -182 -1%
BFA
459
Bragg Financial Advisors
North Carolina
$1.15M -$11.8K -145 -1%
TI
460
Trexquant Investment
Connecticut
$1.13M +$1.16M +14,232 New
Nomura Holdings
461
Nomura Holdings
Japan
$1.13M +$1.16M +14,168 New
BCP
462
Blue Chip Partners
Michigan
$1.12M +$8.08K +99 +0.7%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$1.12M
FWM
464
Frontier Wealth Management
Missouri
$1.12M +$232K +2,837 +25%
CAM
465
Columbia Asset Management
Michigan
$1.12M
Cetera Investment Advisers
466
Cetera Investment Advisers
Illinois
$1.11M -$1.47K -18 -0.1%
RM
467
Resource Management
Louisiana
$1.11M -$96.2K -1,179 -8%
WC
468
Whitney & Co
New York
$1.1M -$27.5K -337 -2%
FAAS
469
First Allied Advisory Services
California
$1.1M +$290K +3,553 +35%
BOH
470
Bank of Hawaii
Hawaii
$1.09M +$428K +5,249 +62%
GT
471
Greenleaf Trust
Michigan
$1.09M -$99K -1,213 -8%
PHK
472
Point72 Hong Kong
Hong Kong
$1.08M +$836K +10,247 +311%
VCM
473
Virtue Capital Management
Tennessee
$1.07M +$1.1M +13,421 New
Brown Advisory
474
Brown Advisory
Maryland
$1.06M +$119K +1,452 +12%
TA
475
TCG Advisors
Texas
$1.06M +$141K +1,730 +15%

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.