We are live on ! Find out more
AEP icon

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
PA
501
Probity Advisors
Texas
$961K -$14.1K -173 -1%
VFA
502
Voya Financial Advisors
Connecticut
$960K +$193K +2,370 +24%
BRWA
503
B. Riley Wealth Advisors
Florida
$955K -$93.4K -1,144 -9%
WS
504
Wedbush Securities
California
$955K +$108K +1,324 +12%
JWM
505
Jackson Wealth Management
Florida
$953K +$299K +3,659 +44%
WCA
506
Windsor Creek Advisors
Vermont
$940K +$963K +11,800 New
GJIC
507
Gamble Jones Investment Counsel
California
$934K -$16.7K -205 -2%
JWM
508
JGP Wealth Management
Oregon
$932K -$178K -2,186 -16%
HZ
509
Hixon Zuercher
Ohio
$932K +$28.3K +347 +3%
OTPPB
510
Ontario Teachers' Pension Plan Board
Ontario, Canada
$930K -$347K -4,254 -27%
IRF
511
IBM Retirement Fund
New York
$925K -$8.73K -107 -0.9%
CA
512
Claro Advisors
Massachusetts
$919K +$8.57K +105 +0.9%
IMRF
513
Illinois Municipal Retirement Fund
Illinois
$903K +$308K +3,770 +50%
ECA
514
Elevated Capital Advisors
Utah
$873K +$887K +10,869 New
BPM
515
Bowling Portfolio Management
Ohio
$871K -$8.49K -104 -0.9%
FWIA
516
Fort Washington Investment Advisors
Ohio
$860K
AIS
517
American Investment Services
Massachusetts
$855K
ANTB
518
AMG National Trust Bank
Colorado
$854K +$875K +10,720 New
SXL
519
Summit X LLC
Missouri
$850K +$44.5K +545 +5%
AWM
520
Aevitas Wealth Management
Massachusetts
$833K -$21.5K -264 -2%
GPA
521
Garrison Point Advisors
California
$827K -$12.2K -150 -1%
N
522
Natixis
France
$819K -$18.5M -226,490 -96%
CG
523
Colony Group
Massachusetts
$811K -$70.9K -869 -8%
WWM
524
Western Wealth Management
Colorado
$799K -$22.7K -278 -3%
AAM
525
AR Asset Management
California
$796K

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.