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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
PG
876
Pendal Group
Australia
$226K -$329K -4,032 -59%
PFM
877
Parsec Financial Management
North Carolina
$226K -$13.8K -169 -6%
JWCA
878
J.W. Coons Advisors
Ohio
$226K
HIC
879
Holderness Investments Company
North Carolina
$225K
NNP
880
Nachman Norwood & Parrott
South Carolina
$225K
SPP
881
Single Point Partners
Massachusetts
$225K
BWL
882
Bogart Wealth LLC
Virginia
$224K -$36.2K -444 -14%
ABC
883
Associated Banc-Corp
Wisconsin
$224K -$2.45K -30 -1%
BDF
884
Balasa Dinverno & Foltz
$224K +$229K +2,810 New
BWP
885
Bernardo Wealth Planning
Pennsylvania
$223K -$23.8K -291 -9%
PWM
886
Perigon Wealth Management
California
$223K -$9.96K -122 -4%
RFM
887
Royal Fund Management
Florida
$223K -$1.39K -17 -0.6%
WCAMG
888
Woodard & Company Asset Management Group
North Carolina
$223K +$229K +2,800 New
WANY
889
Wealthspire Advisors (New York)
New York
$222K -$504K -6,174 -69%
AW
890
Alpha Windward
Massachusetts
$222K -$12.7K -156 -5%
WI
891
WrapManager Inc
California
$221K +$227K +2,776 New
WA
892
Wealth Alliance
New York
$221K +$227K +2,777 New
VFA
893
Valeo Financial Advisors
Indiana
$219K -$7.59K -93 -3%
ACM
894
Azimuth Capital Management
Michigan
$219K
BO
895
BRR OpCo
Ohio
$219K +$225K +2,755 New
DPI
896
Diversified Portfolios Inc
Michigan
$217K -$58.9K -721 -21%
MSR
897
Main Street Research
Connecticut
$216K
NIM
898
Northeast Investment Management
Massachusetts
$216K
IWM
899
IHT Wealth Management
Illinois
$216K +$10.5K +129 +5%
SYBT
900
Stock Yards Bank & Trust
Kentucky
$215K -$111K -1,363 -34%

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.