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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
C
1001
Cerebellum
California
$68K +$75.6K +926 New
LFG
1002
LifePlan Financial Group
Ohio
$66K
GWS
1003
Glassman Wealth Services
Virginia
$65K +$571 +7 +0.9%
CI
1004
CX Institutional
Indiana
$64K -$2.69K -33 -4%
LF
1005
Lee Financial
Texas
$64K
VNA
1006
Valley National Advisers
Pennsylvania
$63K +$12.7K +156 +24%
NIM
1007
NuWave Investment Management
New Jersey
$61K -$169K -2,076 -73%
HWM
1008
Holloway Wealth Management
Florida
$60K
TI
1009
Truehand Inc
New Hampshire
$60K
WLPWM
1010
Walled Lake Planning & Wealth Management
Illinois
$60K +$326 +4 +0.5%
FFC
1011
First Financial Corp
Indiana
$60K +$4.33K +53 +7%
1IA
1012
1834 Investment Advisors
Wisconsin
$59K
LAS
1013
Lloyd Advisory Services
Georgia
$59K +$60.5K +741 New
BCA
1014
Berman Capital Advisors
Georgia
$58K +$17.3K +212 +40%
DOA
1015
D'Orazio & Associates
Virginia
$57K
AAP
1016
Arax Advisory Partners
Colorado
$57K +$571 +7 +1%
PMFA
1017
Plante Moran Financial Advisors
Michigan
$56K
RAM
1018
Riggs Asset Management
Pennsylvania
$56K
AIL
1019
AGF Investments LLC
Ontario, Canada
$55K -$79.5K -974 -58%
CCMW
1020
Cypress Capital Management (Wyoming)
Wyoming
$55K -$16.3K -200 -22%
APWM
1021
Atlas Private Wealth Management
New York
$55K +$245 +3 +0.4%
AFIA
1022
America First Investment Advisors
Nebraska
$52K
VCM
1023
Versant Capital Management
Arizona
$50K +$1.31K +16 +3%
LWA
1024
Lowe Wealth Advisors
Maryland
$49K
ACA
1025
Atlas Capital Advisors
Wyoming
$48.1K

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.