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
SAM
776
Strategy Asset Managers
California
$296K +$32.3K +396 +12%
GG
777
Gofen & Glossberg
Illinois
$295K +$13.6K +167 +5%
AF
778
Aldebaran Financial
$294K -$8.16K -100 -3%
HFA
779
Hoover Financial Advisors
Pennsylvania
$292K
RCA
780
Ranch Capital Advisors
Florida
$291K
1WA
781
180 Wealth Advisors
Washington
$289K -$13.2K -162 -5%
DP
782
Dearborn Partners
Illinois
$289K +$12.3K +151 +4%
APA
783
American Portfolios Advisors
New York
$289K -$12.6K -154 -4%
LWM
784
Laidlaw Wealth Management
New York
$288K +$9.88K +121 +3%
PL
785
Perpetual Ltd
Australia
$287K +$294K +3,598 New
MFW
786
Mosaic Family Wealth
Missouri
$286K +$1.39K +17 +0.5%
HC
787
HNP Capital
New York
$286K +$283K +3,471 New
APG
788
Abacus Planning Group
South Carolina
$283K
SA
789
Strategic Advisors
New York
$282K -$27.8K -341 -10%
TCA
790
Tortoise Capital Advisors
Kansas
$280K +$97.5K +1,194 +51%
HFM
791
Hartford Financial Management
Connecticut
$279K
IFA
792
Interactive Financial Advisors
Illinois
$279K
RHBC
793
R.H. Bluestein & Co
Michigan
$279K
VRM
794
Vectors Research Management
New York
$276K -$18.3K -224 -6%
CBT
795
Capital Bank & Trust
California
$275K -$2.53K -31 -0.9%
NWP
796
Northstar Wealth Partners
Connecticut
$275K +$163 +2 +0.1%
AIC
797
Ameritas Investment Company
Nebraska
$274K -$81.7K -1,001 -23%
LW
798
Linscomb Wealth
Texas
$274K -$23.8K -291 -8%
HCM
799
Hall Capital Management
Rhode Island
$274K
Luther King Capital Management (LKCM)
800
Luther King Capital Management (LKCM)
Texas
$272K

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.