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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
NFG
826
Nations Financial Group
Iowa
$254K +$490 +6 +0.2%
GVAG
827
Great Valley Advisor Group
Delaware
$254K +$6.45K +79 +3%
MCG
828
McCollum Christoferson Group
New York
$253K
ED
829
Exane Derivatives
France
$253K +$53.9K +660 +26%
FANJ
830
Financial Architects (New Jersey)
New Jersey
$252K -$1.63K -20 -0.6%
MFG
831
Magnus Financial Group
New York
$251K +$7.92K +97 +3%
AIM
832
Anchor Investment Management
South Carolina
$250K
PFSC
833
Peoples Financial Services Corp
Pennsylvania
$250K
MCWS
834
McKinley Carter Wealth Services
West Virginia
$250K +$11.8K +144 +5%
IBOK
835
Independence Bank of Kentucky
Kentucky
$249K -$2.04K -25 -0.8%
CAMG
836
CWA Asset Management Group
Florida
$249K +$255K +3,125 New
BHWM
837
Bar Harbor Wealth Management
New Hampshire
$248K -$65.1K -798 -20%
LBC
838
Lowe Brockenbrough & Co
Virginia
$247K
GLA
839
Good Life Advisors
Pennsylvania
$245K -$32.6K -400 -11%
First Manhattan
840
First Manhattan
New York
$245K -$8.16K -100 -3%
FMP
841
Financial Management Professionals
Texas
$245K +$490 +6 +0.2%
IIC
842
Ironwood Investment Counsel
Arizona
$244K
MFG
843
Menard Financial Group
Texas
$244K +$251K +3,070 New
CFG
844
Citizens Financial Group
Rhode Island
$243K -$28.9K -354 -10%
OSAM
845
O'Shaughnessy Asset Management
Connecticut
$243K +$188K +2,304 +308%
BFC
846
Blue Fin Capital
Rhode Island
$242K
PWP
847
Principle Wealth Partners
Connecticut
$242K
TIA
848
Tiemann Investment Advisors
California
$242K
PWPS
849
Pinnacle Wealth Planning Services
Ohio
$240K -$60.2K -737 -20%
SS
850
Sunbelt Securities
Texas
$239K -$483K -5,920 -66%

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.