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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
TH
951
TCTC Holdings
Texas
$137K +$140K +1,710 New
CWM
952
Cranbrook Wealth Management
Michigan
$136K
TF
953
TimeScale Financial
Massachusetts
$136K +$408 +5 +0.3%
MHR
954
Matthew Hamilton Rosenberg
$133K
KPW
955
Kore Private Wealth
New York
$126K -$3.02K -37 -2%
PB
956
Pinnacle Bancorp
Nebraska
$126K
FMT
957
First Mercantile Trust
Tennessee
$126K +$26.1K +320 +25%
BAM
958
Barrett Asset Management
New York
$124K +$40.8K +500 +47%
APC
959
Aspire Private Capital
North Carolina
$123K +$126K +1,540 New
HWA
960
Heritage Wealth Advisors
Virginia
$122K
CIA
961
CSat Investment Advisory
Michigan
$122K +$9.63K +118 +8%
PCTC
962
Perkins Coie Trust Company
Washington
$117K
FPFS
963
First Personal Financial Services
North Carolina
$115K
CCA
964
Column Capital Advisors
Indiana
$113K +$5.88K +72 +5%
AWM
965
Atticus Wealth Management
Florida
$113K +$17K +208 +17%
HIA
966
Harbor Investment Advisory
Maryland
$112K -$1.39K -17 -1%
BCM
967
Blume Capital Management
California
$112K
SWM
968
Sugarloaf Wealth Management
Georgia
$112K +$82 +1 +0.1%
JWA
969
JFS Wealth Advisors
Pennsylvania
$110K +$32.3K +396 +40%
CI Investments Inc
970
CI Investments Inc
Ontario, Canada
$108K -$1.57M -19,290 -93%
LS
971
Leelyn Smith
Illinois
$105K +$10.6K +130 +11%
RE
972
RBC Europe
United Kingdom
$102K
FCM
973
Firestone Capital Management
Florida
$101K
AWM
974
AllSquare Wealth Management
New York
$100K
OIA
975
Optimum Investment Advisors
Illinois
$98K -$32.6K -400 -25%

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.