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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
CTA
601
Colonial Trust Advisors
South Carolina
$564K +$36.4K +446 +7%
SNT
602
Security National Trust
West Virginia
$564K +$71.8K +880 +14%
SFA
603
Sequoia Financial Advisors
Ohio
$561K +$6.61K +81 +1%
AA
604
Ancora Advisors
Ohio
$561K +$38K +466 +7%
SC
605
SouthState Corp
Florida
$558K +$32.2K +395 +6%
CAI
606
Capital Advisors Inc
Oklahoma
$555K +$55.7K +682 +12%
PFS
607
Prospera Financial Services
Texas
$554K +$176K +2,155 +45%
BAMF
608
BI Asset Management Fondsmaeglerselskab
Denmark
$551K -$21.5K -264 -4%
OAM
609
Oppenheimer Asset Management
New York
$551K +$109K +1,336 +24%
RIM
610
Rampart Investment Management
Connecticut
$548K +$243K +2,972 +76%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$543K -$24.2K -296 -4%
HAG
612
HighPoint Advisor Group
Illinois
$543K -$21.3K -261 -4%
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$543K +$140K +1,716 +34%
KWM
614
Keebeck Wealth Management
Illinois
$542K
EHC
615
Everett Harris & Co
California
$541K
GCMG
616
Gyroscope Capital Management Group
Florida
$541K +$38K +466 +7%
RPC
617
Rossmore Private Capital
Connecticut
$541K +$125K +1,535 +29%
IG
618
ING Group
Netherlands
$539K +$552K +6,763 New
FFN
619
Focus Financial Network
Minnesota
$533K +$7.26K +89 +1%
BBA
620
BLB&B Advisors
Pennsylvania
$532K -$98K -1,200 -15%
RCG
621
Ruane, Cunniff & Goldfarb
New York
$532K -$30.8K -377 -5%
SSB
622
Sandy Spring Bank
Maryland
$532K +$74.4K +912 +16%
AT
623
Arden Trust
Delaware
$529K
AF
624
Allworth Financial
California
$523K +$12.7K +156 +2%
SWA
625
Stratos Wealth Advisors
Ohio
$521K +$248K +3,036 +87%

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.