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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
ECM
551
ETrade Capital Management
Virginia
$723K +$741K +9,082 New
FWCM
552
Ferguson Wellman Capital Management
Oregon
$723K +$741K +9,084 New
FWM
553
Foresight Wealth Management
Utah
$711K
NL
554
NVWM LLC
Pennsylvania
$708K +$15.2K +186 +2%
DI
555
DAGCO Inc
Ohio
$706K -$18K -220 -2%
DW
556
Domani Wealth
Pennsylvania
$703K -$4.08K -50 -0.6%
RIL
557
Rothschild Investment LLC
Illinois
$703K
HCM
558
Huber Capital Management
California
$701K -$81.6K -1,000 -10%
TNB
559
Thomasville National Bank
Georgia
$695K -$31.8K -389 -4%
PP
560
PDS Planning
Ohio
$694K +$12.9K +158 +2%
I
561
IberiaBank
Louisiana
$692K +$5.22K +64 +0.7%
AWCI
562
Alpine Woods Capital Investors
New York
$690K +$254K +3,114 +56%
Jacobs Levy Equity Management
563
Jacobs Levy Equity Management
New Jersey
$688K -$736K -9,021 -51%
SBA
564
Secrest Blakey & Associates
North Carolina
$687K -$1.88K -23 -0.3%
BBVA
565
Banco Bilbao Vizcaya Argentaria
Spain
$684K +$253K +3,097 +56%
ANRIA
566
American National Registered Investment Advisor
Texas
$683K
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$683K +$66.6K +816 +11%
GAG
568
GM Advisory Group
New York
$681K
OFG
569
Oxford Financial Group
Indiana
$673K
EWM
570
Evercore Wealth Management
New York
$669K -$20.4K -250 -3%
AIP
571
Ameritas Investment Partners
Nebraska
$660K -$5.47K -67 -0.8%
CCA
572
Cobblestone Capital Advisors
New York
$659K +$17.1K +210 +3%
HPC
573
HM Payson & Co
Maine
$657K +$10.7K +131 +2%
EP
574
Eudaimonia Partners
Tennessee
$656K +$898 +11 +0.1%
CCM
575
Cadence Capital Management
Massachusetts
$654K +$159K +1,954 +31%

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.