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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
CCM
901
Crossvault Capital Management
Texas
$215K
OFW
902
Omnia Family Wealth
Florida
$215K
CF
903
Centaurus Financial
California
$213K -$82 -1 -0%
IAIM
904
International Assets Investment Management
Florida
$212K -$53.2K -652 -20%
AW
905
ACG Wealth
Georgia
$212K +$408 +5 +0.2%
GC
906
Gilbert & Cook
Iowa
$212K +$217K +2,659 New
ACA
907
Aptus Capital Advisors
Alabama
$211K
AWM
908
Aries Wealth Management
Maine
$211K +$216K +2,649 New
CCFCSB
909
Cape Cod Five Cents Savings Bank
Massachusetts
$210K
JC
910
Jacobs & Co
California
$210K
ST
911
Smithfield Trust
Pennsylvania
$209K +$28.6K +350 +15%
QSS
912
Quantitative Systematic Strategies
Florida
$209K +$214K +2,618 New
MS
913
Madden Securities
Texas
$209K +$214K +2,623 New
CIC
914
Cutler Investment Counsel
Oregon
$208K
FNFDCM
915
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$208K
NJBEST
916
New Jersey Better Educational Savings Trust
New Jersey
$207K
JSL
917
JT Stratford LLC
Georgia
$206K +$211K +2,583 New
LSAG
918
Lake Street Advisors Group
New Hampshire
$206K +$212K +2,592 New
MMG
919
Monetary Management Group
Missouri
$205K
TL
920
TrueWealth LLC
Georgia
$204K -$1.39K -17 -0.7%
DSC
921
Duncker Streett & Co
Missouri
$203K -$147K -1,800 -41%
SIM
922
Sonora Investment Management
Arizona
$203K +$8.98K +110 +5%
HBT
923
Hills Bank & Trust
Iowa
$198K +$203K +2,481 New
GI
924
Gradient Investments
Minnesota
$196K -$22.4K -274 -10%
HB
925
Horizon Bancorp
Indiana
$192K +$5.55K +68 +3%

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.