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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
APW
976
Acima Private Wealth
Virginia
$97K
GWMIA
977
Global Wealth Management Investment Advisory
Florida
$95K -$6.29K -77 -6%
CT
978
Clearstead Trust
Maine
$94K -$145K -1,775 -60%
CWM
979
Campbell Wealth Management
Virginia
$93K +$95.3K +1,168 New
MA
980
MCF Advisors
Kentucky
$92K -$115K -1,409 -55%
SFPG
981
Stonebridge Financial Planning Group
Florida
$91K
WOC
982
West Oak Capital
California
$91K
WFMPM
983
Woodley Farra Manion Portfolio Management
Indiana
$88K -$10.7K -131 -11%
AWA
984
Arkadios Wealth Advisors
Georgia
$84.4K +$8.16K +100 +11%
FRA
985
Front Row Advisors
California
$84K
MFT
986
Moisand Fitzgerald Tamayo
Florida
$81K
PCM
987
Penserra Capital Management
California
$80K -$5.39K -66 -6%
SBL
988
Sargent Bickham Lagudis
Colorado
$80K
TSW
989
Thompson Siegel & Walmsley
Virginia
$80K
RMC
990
Resources Management Corp
Connecticut
$78K
SCA
991
Stonebridge Capital Advisors
Minnesota
$76K
LWM
992
Liberty Wealth Management
California
$74K +$11.3K +139 +18%
DI
993
Disciplined Investments
Oklahoma
$73K +$326 +4 +0.4%
LWCFA
994
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K
OC
995
Oakworth Capital
Alabama
$72K
KPCM
996
Kings Point Capital Management
New York
$71K
RDWM
997
Red Door Wealth Management
Tennessee
$71K
VCM
998
Vigilant Capital Management
Maine
$71K
PFBT
999
Parkside Financial Bank & Trust
Missouri
$70K -$2.37K -29 -3%
BHWM
1000
Bay Harbor Wealth Management
Maryland
$69K +$70.9K +869 New

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.