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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
BA
576
Bridgewater Associates
Connecticut
$651K -$519K -6,353 -44%
Squarepoint
577
Squarepoint
New York
$648K -$950K -11,639 -59%
GSWM
578
Golden State Wealth Management
California
$640K +$36.8K +451 +6%
WPC
579
Waters Parkerson & Co
Louisiana
$638K -$33.9K -415 -5%
WFM
580
Wolff Financial Management
Michigan
$633K
BO
581
Bank OZK
Arkansas
$633K +$29.4K +360 +5%
CB
582
Community Bank
New York
$632K +$64.9K +795 +11%
PIA
583
Powell Investment Advisors
Florida
$631K
FIM
584
Freedom Investment Management
Connecticut
$631K +$18.8K +230 +3%
SCM
585
Schnieders Capital Management
California
$630K +$298K +3,650 +86%
MA
586
Mutual Advisors
Nebraska
$626K +$642K +7,865 New
SC
587
Savant Capital
Illinois
$624K -$21K -257 -3%
FSA
588
Franklin Street Advisors
North Carolina
$620K +$653 +8 +0.1%
FMC
589
First Merchants Corp
Indiana
$616K
WA
590
WBH Advisory
Maryland
$610K -$3.59K -44 -0.6%
MC
591
Maverick Capital
Texas
$607K +$454K +5,562 +270%
PGAM
592
Princeton Global Asset Management
New Jersey
$606K +$326 +4 +0.1%
CI
593
Conning Inc
Connecticut
$605K -$30.6K -375 -5%
CC
594
Chicago Capital
Illinois
$604K
OFS
595
Orrstown Financial Services
Pennsylvania
$602K +$4.65K +57 +0.8%
CA
596
Calton & Associates
Florida
$597K +$29.9K +366 +5%
BNP Paribas Asset Management
597
BNP Paribas Asset Management
France
$592K -$58.9K -722 -9%
B
598
Barings
North Carolina
$582K
IFWM
599
Institute for Wealth Management
Colorado
$577K +$5.06K +62 +0.9%
BSW
600
Buckingham Strategic Wealth
Missouri
$573K -$82.2K -1,007 -12%

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.