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
WG
626
Welch Group
Alabama
$519K -$2.2K -27 -0.4%
EM
627
Excalibur Management
Massachusetts
$518K +$100K +1,228 +23%
GCM
628
Gables Capital Management
Florida
$517K -$55.1K -675 -9%
VF
629
Virtu Financial
New York
$517K +$530K +6,497 New
TRCT
630
Tower Research Capital (TRC)
New York
$515K -$96.8K -1,186 -15%
VIA
631
Vident Investment Advisory
Georgia
$513K -$172K -2,107 -25%
BCM
632
Birmingham Capital Management
Alabama
$511K -$85.7K -1,050 -14%
LIM
633
Leavell Investment Management
Alabama
$510K -$9.55K -117 -2%
NRS
634
Neville Rodie & Shaw
New York
$508K
PCM
635
Parsons Capital Management
Rhode Island
$508K +$408 +5 +0.1%
PI
636
PineBridge Investments
New York
$502K +$514K +6,303 New
MAFM
637
Mid Atlantic Financial Management
Pennsylvania
$497K -$54.9K -673 -10%
MG
638
Mather Group
Illinois
$497K +$509K +6,240 New
PA
639
Procyon Advisors
Connecticut
$496K -$50.3K -616 -9%
PTP
640
Platform Technology Partners
New York
$496K +$653 +8 +0.1%
WIA
641
Wealthstreet Investment Advisors
Texas
$495K +$17.1K +210 +3%
CCA
642
Checchi Capital Advisers
California
$494K +$7.67K +94 +2%
Los Angeles Capital Management
643
Los Angeles Capital Management
California
$494K +$249K +3,051 +97%
IWC
644
Integrated Wealth Concepts
Massachusetts
$493K -$68.6K -841 -12%
DTL
645
Dynamic Technology Lab
Singapore
$492K +$141K +1,732 +39%
MIP
646
Marietta Investment Partners
Wisconsin
$488K -$1.08M -13,255 -68%
KIA
647
KCM Investment Advisors
California
$488K -$43.4K -532 -8%
THWM
648
Taylor Hoffman Wealth Management
Virginia
$487K -$19.6K -240 -4%
JWS
649
Juncture Wealth Strategies
Arizona
$486K -$65.3K -800 -12%
KA
650
Kovack Advisors
Florida
$483K +$9.71K +119 +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.