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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
Connor, Clark & Lunn Investment Management (CC&L)
476
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06M -$5.89M -72,164 -84%
Impax Asset Management Group
477
Impax Asset Management Group
United Kingdom
$1.05M +$33.2K +407 +3%
BB
478
Busey Bank
Illinois
$1.05M -$105K -1,286 -9%
CA
479
Cetera Advisors
Colorado
$1.04M -$270K -3,308 -20%
MC
480
Moors & Cabot
Massachusetts
$1.03M +$58.4K +715 +6%
B
481
Bailard
California
$1.03M +$785K +9,622 +290%
SWM
482
SeaCrest Wealth Management
New York
$1.03M +$20.9K +256 +2%
NFG
483
Next Financial Group
Texas
$1.02M +$146K +1,790 +16%
Holocene Advisors
484
Holocene Advisors
New York
$1.02M +$1.05M +12,806 New
CFN
485
Cordasco Financial Network
Florida
$1.02M -$10.3K -126 -1%
SFG
486
Summit Financial Group
West Virginia
$1.01M
RPSA
487
Richard P. Slaughter Associates
Texas
$1.01M +$10.2K +125 +1%
AAS
488
Avantax Advisory Services
Texas
$1.01M -$40.1K -491 -4%
CBN
489
Cadence Bank NA
Texas
$1M +$10.2K +125 +1%
ZCM
490
Ziegler Capital Management
Illinois
$1M -$186K -2,283 -15%
TCM
491
Teza Capital Management
Illinois
$990K +$1.01M +12,431 New
DCM
492
Dupont Capital Management
Delaware
$985K -$139K -1,697 -12%
Rafferty Asset Management
493
Rafferty Asset Management
New York
$980K +$364K +4,460 +57%
LWM
494
Loveless Wealth Management
Montana
$977K +$127K +1,555 +15%
SFS
495
Sowell Financial Services
Arkansas
$975K +$372K +4,556 +59%
Wolverine Trading
496
Wolverine Trading
Illinois
$974K -$1.49M -18,224 -60%
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$971K -$227K -2,784 -19%
SC
498
Searle & Co
Connecticut
$971K
FHA
499
Flagship Harbor Advisors
Massachusetts
$970K +$552K +6,761 +125%
NAM
500
NTV Asset Management
West Virginia
$962K

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.