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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
WCM
801
WealthBridge Capital Management
Ohio
$272K +$34.3K +420 +14%
IWS
802
Insight Wealth Strategies
California
$271K +$9.14K +112 +3%
HPC
803
Hobart Private Capital
North Carolina
$270K +$277K +3,394 New
JIC
804
Joel Isaacson & Co
New York
$269K +$11.3K +139 +4%
QPWM
805
Quadrant Private Wealth Management
Pennsylvania
$267K -$58.3K -714 -18%
AGM
806
Alpine Global Management
New York
$267K +$274K +3,357 New
RA
807
RFG Advisory
Alabama
$266K -$5.88K -72 -2%
BBL
808
Beck Bode LLC
Massachusetts
$266K +$163 +2 +0.1%
YIA
809
YHB Investment Advisors
Connecticut
$266K +$273K +3,345 New
CPA
810
Court Place Advisors
Maryland
$265K
BCM
811
Brookstone Capital Management
Illinois
$264K -$104K -1,271 -28%
TAM
812
Townsend Asset Management
North Carolina
$264K
EGA
813
E&G Advisors
Texas
$263K
DBT
814
Dubuque Bank & Trust
Iowa
$262K -$31.8K -390 -11%
UCMOK
815
United Capital Management of KS
Kansas
$260K -$19.7K -241 -7%
GLLW
816
Graves Light Lenhart Wealth
Virginia
$260K
EF
817
Empirical Finance
Pennsylvania
$260K +$34K +417 +15%
ABTD
818
Arvest Bank Trust Division
Oklahoma
$259K
PWS
819
Private Wealth Strategies
Ohio
$259K +$1.22K +15 +0.5%
BAM
820
Belpointe Asset Management
Nevada
$259K +$13K +159 +5%
MAM
821
Meeder Asset Management
Ohio
$258K +$67.1K +822 +34%
EH
822
Equitable Holdings
New York
$257K +$163 +2 +0.1%
FM
823
Foster & Motley
Ohio
$256K -$137K -1,680 -34%
HH
824
Hilltop Holdings
Texas
$255K +$262K +3,213 New
QCG
825
Quadrant Capital Group
Ohio
$254K -$227K -2,786 -47%

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.