AEP icon

American Electric Power
AEP

Overview Fund Activity

1,126 hedge funds and large institutions have $29.3B invested in American Electric Power in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 419 increasing their positions, 405 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
23.14%
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
419
Reduced
405
Closed
103
Calls
$154M
Puts
$115M
Net Calls
+$39.2M
Net Calls Change
-$42.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$749M
2
Capital World Investors
Capital World Investors
California
+$344M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$224M
4
BC
Brookfield Corp
Ontario, Canada
+$150M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$438M
2
Renaissance Technologies
Renaissance Technologies
New York
-$242M
3
Jennison Associates
Jennison Associates
New York
-$112M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$111M
5
Invesco
Invesco
Georgia
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
876
Single Point Partners
Massachusetts
$225K – – –
HIC
877
Holderness Investments Company
North Carolina
$225K – – –
NNP
878
Nachman Norwood & Parrott
South Carolina
$225K – – –
BWL
879
Bogart Wealth LLC
Virginia
$224K -$35.3K -444 -14%
ABC
880
Associated Banc-Corp
Wisconsin
$224K -$2.39K -30 -1%
BDF
881
Balasa Dinverno & Foltz
$224K +$224K +2,810 New
BWP
882
Bernardo Wealth Planning
Pennsylvania
$223K -$23.1K -291 -9%
PWM
883
Perigon Wealth Management
California
$223K -$9.71K -122 -4%
RFM
884
Royal Fund Management
Florida
$223K -$1.35K -17 -0.6%
WCAMG
885
Woodard & Company Asset Management Group
North Carolina
$223K +$223K +2,800 New
WANY
886
Wealthspire Advisors (New York)
New York
$222K -$493K -6,174 -69%
AW
887
Alpha Windward
Massachusetts
$222K -$12.4K -156 -5%
WI
888
WrapManager Inc
California
$221K +$221K +2,776 New
WA
889
Wealth Alliance
New York
$221K +$221K +2,777 New
VFA
890
Valeo Financial Advisors
Indiana
$219K -$7.4K -93 -3%
ACM
891
Azimuth Capital Management
Michigan
$219K – – –
BO
892
BRR OpCo
Ohio
$219K +$219K +2,755 New
DPI
893
Diversified Portfolios Inc
Michigan
$217K -$57.4K -721 -21%
NIM
894
Northeast Investment Management
Massachusetts
$216K – – –
MSR
895
Main Street Research
Connecticut
$216K – – –
IWM
896
IHT Wealth Management
Illinois
$216K +$10.3K +129 +5%
SYBT
897
Stock Yards Bank & Trust
Kentucky
$215K -$109K -1,363 -34%
CCM
898
Crossvault Capital Management
Texas
$215K – – –
OFW
899
Omnia Family Wealth
Florida
$215K – – –
CF
900
Centaurus Financial
California
$213K -$80 -1 -0%
34 35
36
37 38