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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
CK
676
Cohen Klingenstein
New York
$438K
AWM
677
Altium Wealth Management
New York
$437K -$26.4K -324 -6%
GFP
678
Gryphon Financial Partners
Ohio
$437K +$448K +5,494 New
PIA
679
Pinion Investment Advisors
Kansas
$433K -$19K -233 -4%
OAM
680
Optimal Asset Management
California
$432K +$443K +5,425 New
FIM
681
Frontier Investment Management
Texas
$431K -$376K -4,604 -46%
ASN
682
Advisory Services Network
Georgia
$429K -$96.6K -1,184 -18%
AWM
683
Aberdeen Wealth Management
Illinois
$429K
MYIA
684
Mount Yale Investment Advisors
Colorado
$427K +$408 +5 +0.1%
SMC
685
Smith, Moore & Co
Missouri
$427K +$735 +9 +0.2%
EWM
686
Empirical Wealth Management
Washington
$425K -$71.7K -878 -14%
CHC
687
City Holding Co
West Virginia
$424K -$3.18K -39 -0.7%
MSA
688
Marino Stram & Associates
Massachusetts
$424K +$52.4K +642 +14%
IA
689
IFP Advisors
Florida
$421K -$24.1K -295 -5%
PWW
690
Pettyjohn Wood & White
Virginia
$417K +$163 +2 +0%
AMIM
691
Aull & Monroe Investment Management
Alabama
$416K -$95.5K -1,170 -18%
DWA
692
Douglass Winthrop Advisors
New York
$416K
KFGK
693
Keystone Financial Group (Kentucky)
Kentucky
$416K +$3.84K +47 +0.9%
PP
694
Palladium Partners
Virginia
$416K +$3.92K +48 +0.9%
LCM
695
Liberty Capital Management
Michigan
$414K -$12.2K -150 -3%
RB
696
Rodgers Brothers
Pennsylvania
$414K +$21.8K +267 +5%
CPIA
697
Cornell Pochily Investment Advisors
New York
$412K +$979 +12 +0.2%
LA
698
Lynch & Associates
Indiana
$410K
FC
699
FORA Capital
Florida
$403K +$359K +4,395 +660%
GHAM
700
Gilman Hill Asset Management
Connecticut
$402K -$12.2K -150 -3%

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.