We are live on ! Find out more
AEP icon

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
BFC
926
Bedel Financial Consulting
Indiana
$191K -$1.06K -13 -0.5%
WT
927
Washington Trust
Rhode Island
$185K -$127K -1,551 -40%
HI
928
Human Investing
Oregon
$183K
WB
929
West Bancorporation
Iowa
$182K
OPS
930
Orion Portfolio Solutions
Nebraska
$182K +$96.2K +1,179 +106%
BC
931
Bartlett & Co
Ohio
$181K +$20.8K +255 +13%
BCWM
932
Bartlett & Co Wealth Management
Ohio
$181K +$20.8K +255 +13%
AIM
933
AIA Investment Management
Singapore
$179K -$61.1K -749 -25%
TWA
934
TCI Wealth Advisors
Arizona
$179K -$5.79K -71 -3%
AF
935
Advisornet Financial
Minnesota
$176K -$8K -98 -4%
RFA
936
Reilly Financial Advisors
California
$175K +$5.22K +64 +3%
FCA
937
FinTrust Capital Advisors
South Carolina
$173K
PCFFS
938
Pacific Center for Financial Services
California
$173K
AssetMark Inc
939
AssetMark Inc
California
$163K -$3.65M -44,740 -96%
BFM
940
Boston Financial Management
Massachusetts
$163K
FA
941
Financial Advantage
Maryland
$159K
PCG
942
Private Capital Group
Connecticut
$151K -$979 -12 -0.6%
FCB
943
First Command Bank
Texas
$151K +$81.6K +1,000 +112%
FCFS
944
First Command Financial Services
Texas
$151K +$81.6K +1,000 +112%
SBSB
945
Sullivan, Bruyette, Speros & Blaney
Virginia
$149K
JCM
946
Jacobi Capital Management
Pennsylvania
$146K -$4.57K -56 -3%
OSNBOA
947
Old Second National Bank of Aurora
Illinois
$143K
M
948
MOTCO
Texas
$140K
CAC
949
Certified Advisory Corp
Florida
$139K +$12.3K +151 +9%
JGIA
950
Jackson Grant Investment Advisers
Connecticut
$137K +$571 +7 +0.4%

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.