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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
GT
651
Glenview Trust
Kentucky
$482K +$7.18K +88 +1%
MWM
652
Mattern Wealth Management
Kansas
$481K
ACS
653
Archford Capital Strategies
Illinois
$480K -$7.18K -88 -1%
PTC
654
Private Trust Company
Ohio
$468K +$13.9K +170 +3%
FBT
655
First Bank & Trust
South Dakota
$468K +$402K +4,924 +516%
IF
656
Intrua Financial
Texas
$467K +$456K +5,588 New
TCOT
657
Trust Company of Toledo
Ohio
$466K
BPA
658
Beacon Pointe Advisors
California
$465K +$116K +1,427 +33%
VCA
659
Verdence Capital Advisors
Maryland
$463K +$242K +2,967 +104%
ARG
660
Advisory Resource Group
Oklahoma
$461K -$4.98K -61 -1%
IAA
661
Independent Advisor Alliance
North Carolina
$460K -$147K -1,798 -24%
WSCM
662
Wellington Shields Capital Management
New York
$459K +$82 +1 +0%
MWM
663
Mission Wealth Management
California
$457K +$54.3K +665 +13%
IHL
664
Investment House LLC
California
$454K
ACM
665
Alethea Capital Management
Washington
$454K +$465K +5,697 New
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K -$77.8K -953 -14%
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$443K -$56.4K -691 -11%
GRP
668
Global Retirement Partners
California
$442K +$47.6K +583 +12%
PA
669
Parallel Advisors
California
$441K -$70.1K -859 -13%
APP
670
Avantax Planning Partners
Iowa
$441K -$2.86K -35 -0.6%
DCM
671
Donaldson Capital Management
Indiana
$440K
SSA
672
South Street Advisors
New York
$440K
AHB
673
Abner Herrman & Brock
New Jersey
$440K +$97.9K +1,199 +28%
AWA
674
Arete Wealth Advisors
Illinois
$438K -$8K -98 -2%
AP
675
Atwood & Palmer
Missouri
$438K

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.