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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
DIM
751
DC Investments Management
Virginia
$332K -$217K -2,655 -39%
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$331K +$2.94K +36 +0.9%
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$331K +$300K +3,679 +770%
AFM
754
Andesa Financial Management
Pennsylvania
$331K +$340K +4,165 New
DIM
755
Delta Investment Management
California
$330K +$338K +4,147 New
LIM
756
Lathrop Investment Management
Arkansas
$328K -$32.6K -400 -9%
FAIM
757
Financial Advocates Investment Management
Washington
$326K +$4.08K +50 +1%
BIM
758
Bridges Investment Management
Nebraska
$324K -$131K -1,600 -28%
TVWM
759
Tower View Wealth Management
Wisconsin
$324K
HCM
760
Howland Capital Management
Massachusetts
$320K +$118K +1,450 +56%
TPWA
761
TRUE Private Wealth Advisors
Oregon
$319K -$4.82K -59 -1%
FG
762
Fiduciary Group
Georgia
$319K
PIM
763
Penobscot Investment Management
Massachusetts
$316K -$16.3K -200 -5%
FIM
764
Fruth Investment Management
Texas
$316K -$8.16K -100 -2%
CSIC
765
Clifford Swan Investment Counsel
California
$315K
BCA
766
Bay Colony Advisors
Massachusetts
$312K +$320K +3,917 New
SAM
767
Silvercrest Asset Management
New York
$307K -$4.08K -50 -1%
ETC
768
Exchange Traded Concepts
Oklahoma
$307K +$314K +3,849 +32,075%
FIB
769
First Interstate Bank
Montana
$306K +$314K +3,841 New
MIS
770
Morningstar Investment Services
Illinois
$303K -$3.1K -38 -1%
CT
771
Caldwell Trust
Florida
$302K -$163 -2 -0.1%
ACP
772
Aviance Capital Partners
Florida
$301K
SBIA
773
Sheaff Brock Investment Advisors
Indiana
$299K +$490 +6 +0.2%
PCM
774
Palisade Capital Management
New Jersey
$299K +$32.6K +400 +12%
PCM
775
Prelude Capital Management
New York
$298K +$298K +3,649 +3,762%

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.