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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
Fayez Sarofim & Co
851
Fayez Sarofim & Co
Texas
$239K -$10.4K -128 -4%
SOAMC
852
Spirit of America Management Corp
New York
$239K
WTB
853
Washington Trust Bank
Washington
$238K -$6.2K -76 -2%
CCM
854
Carlson Capital Management
Minnesota
$238K +$11.2K +137 +5%
DT
855
Diversified Trust
Tennessee
$237K -$92.8K -1,137 -28%
DAM
856
Delta Asset Management
Tennessee
$237K -$24.5K -300 -9%
PPP
857
Private Portfolio Partners
New Jersey
$237K -$14.2K -174 -6%
TU
858
TDAM USA
Ontario, Canada
$236K -$5.06K -62 -2%
MRCM
859
M&R Capital Management
New Jersey
$235K -$74K -907 -23%
SWM
860
Shakespeare Wealth Management
Wisconsin
$235K
TCOV
861
Trust Company of Vermont
Vermont
$234K +$20.9K +256 +10%
PAA
862
Peregrine Asset Advisers
Oregon
$233K -$9.79K -120 -4%
MFW
863
Meristem Family Wealth
Minnesota
$233K +$1.88K +23 +0.8%
AG
864
AlphaSimPlex Group
Massachusetts
$233K +$239K +2,925 New
MCM
865
Manchester Capital Management
Vermont
$232K -$19.6K -240 -8%
HIS
866
Harvest Investment Services
Illinois
$232K +$238K +2,915 New
CNBTD
867
Citizens National Bank Trust Department
Mississippi
$231K +$237K +2,900 New
SSG
868
Summit Securities Group
New York
$231K +$237K +2,900 New
WKWM
869
Walter & Keenan Wealth Management
Indiana
$231K +$237K +2,902 New
FA
870
FDx Advisors
Illinois
$231K +$237K +2,905 New
AIA
871
Armor Investment Advisors
North Carolina
$230K
CAG
872
Csenge Advisory Group
Florida
$230K +$236K +2,893 New
FI
873
FormulaFolio Investments
Michigan
$228K -$23.6K -289 -9%
SIA
874
Sit Investment Associates
Minnesota
$227K -$1.33M -16,350 -85%
CC
875
Cornerstone Capital
California
$227K

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.