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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
CFA
701
Carroll Financial Associates
North Carolina
$401K
SMG
702
Smart Money Group
Texas
$401K +$8.73K +107 +2%
SIC
703
Salem Investment Counselors
North Carolina
$398K
HSA
704
Hussman Strategic Advisors
Maryland
$398K +$81.6K +1,000 +25%
DJSG
705
D.J. St. Germain
Massachusetts
$397K -$74.7K -915 -15%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$397K -$73.9K -905 -15%
LA
707
LexAurum Advisors
Kansas
$396K +$245 +3 +0.1%
B
708
Bellecapital
Switzerland
$395K +$26.1K +320 +7%
CSS
709
Cubist Systematic Strategies
Connecticut
$393K -$9.12M -111,729 -96%
CIC
710
Carnegie Investment Counsel
Ohio
$391K -$48K -588 -11%
CA
711
Clearstead Advisors
Ohio
$390K +$24.7K +303 +7%
ITIM
712
Indiana Trust & Investment Management
Indiana
$389K -$1.8K -22 -0.4%
FNBSF
713
First National Bank Sioux Falls
South Dakota
$388K
BFA
714
Brendel Financial Advisors
New Hampshire
$385K -$6.2K -76 -2%
CWM
715
Chronos Wealth Management
Florida
$381K +$74.7K +915 +24%
VPIM
716
Vanguard Personalized Indexing Management
California
$380K -$623K -7,632 -62%
PJSIMP
717
P.J. Schmidt Investment Management (PJS)
Wisconsin
$380K -$13.9K -170 -3%
MCP
718
Mirador Capital Partners
California
$378K
ONB
719
Old National Bancorp
Indiana
$376K -$24.5K -300 -6%
FCI
720
Financial Counselors Inc
Kansas
$374K +$26.7K +327 +7%
LDFR
721
Lehman & Derafelo Financial Resources
Pennsylvania
$372K -$8.49K -104 -2%
OIA
722
OneDigital Investment Advisors
Kansas
$372K +$24.5K +300 +7%
AWA
723
ARS Wealth Advisors
Florida
$370K +$245 +3 +0.1%
MC
724
Mathes Company
New York
$368K
TTWM
725
TCV Trust & Wealth Management
Virginia
$367K -$2.04K -25 -0.5%

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.