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
SACTSONJ
526
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$796K
SW
527
SVB Wealth
Massachusetts
$791K -$37.5K -460 -4%
RCM
528
Radnor Capital Management
Pennsylvania
$785K +$26.5K +325 +4%
PAM
529
Paradigm Asset Management
New York
$780K -$81.6K -1,000 -9%
PPW
530
Parcion Private Wealth
Washington
$780K +$227K +2,782 +41%
AII
531
AGF Investments Inc
Ontario, Canada
$774K -$74.7K -915 -9%
MAM
532
Mastrapasqua Asset Management
Tennessee
$774K -$3.59K -44 -0.5%
PHS
533
Pekin Hardy Strauss
Illinois
$766K
Caisse de Depot et Placement du Quebec (CDPQ)
534
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$764K -$645K -7,900 -45%
HSA
535
HBK Sorce Advisory
Pennsylvania
$758K +$19.1K +234 +3%
KWM
536
Kingsview Wealth Management
Oregon
$756K -$113K -1,383 -13%
WAM
537
Wealthspire Advisors (Maryland)
Maryland
$756K +$310K +3,792 +66%
WP
538
WealthPLAN Partners
Nebraska
$755K -$15K -184 -2%
WCM
539
Weld Capital Management
New York
$755K +$774K +9,485 New
TYCC
540
Texas Yale Capital Corp
Florida
$751K -$35.5K -435 -4%
DC
541
DeDora Capital
California
$747K +$571 +7 +0.1%
CFGS
542
Concourse Financial Group Securities
Alabama
$746K +$84.8K +1,039 +12%
EWA
543
Exencial Wealth Advisors
Oklahoma
$743K +$762K +9,330 New
PGFC
544
Peapack-Gladstone Financial Corp
New Jersey
$742K -$27K -331 -3%
FB
545
Fulton Bank
Pennsylvania
$740K +$516K +6,325 +213%
ZB
546
Zions Bancorporation
Utah
$738K +$618K +7,569 +447%
DWM
547
Doyle Wealth Management
Florida
$736K -$7.51K -92 -1%
FLI
548
Family Legacy Inc
South Carolina
$733K -$7.35K -90 -1%
LFAS
549
Level Four Advisory Services
Texas
$733K +$66.5K +815 +10%
CDH
550
Charles D. Hyman
$725K -$17.1K -210 -2%

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.