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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
SFSIG
1026
San Francisco Sentry Investment Group
California
$48K
BWA
1027
Burt Wealth Advisors
Maryland
$47K
HI
1028
Hudock Inc
Pennsylvania
$47K +$3.67K +45 +8%
LC
1029
Lindbrook Capital
California
$46K -$735 -9 -2%
CPA
1030
Cowen Prime Advisors
New York
$43K
BL
1031
Balentine LLC
Georgia
$43K +$17.6K +216 +49%
GFPC
1032
Global Financial Private Client
Florida
$42.7K +$9.88K +121 +30%
RA
1033
Rational Advisors
New York
$42K +$43.5K +533 New
CB
1034
CNB Bank
Pennsylvania
$41K
LWS
1035
Lucia Wealth Services
California
$41K
FNBOSM
1036
First National Bank of South Miami
Florida
$40K -$40.8K -500 -50%
GAM
1037
Gemmer Asset Management
California
$40K
TIM
1038
Tortoise Investment Management
New York
$40K +$23K +282 +131%
AC
1039
Asio Capital
Kentucky
$40K +$40.8K +500 New
CIM
1040
Centersquare Investment Management
Pennsylvania
$39K -$32.6K -400 -45%
EWM
1041
Endurance Wealth Management
Rhode Island
$39K
WEC
1042
Winslow Evans & Crocker
Massachusetts
$38K
BAMG
1043
Brand Asset Management Group
Missouri
$38K +$326 +4 +0.9%
AWM
1044
Avior Wealth Management
Nebraska
$38K +$21.7K +266 +123%
TC
1045
Trust Company
Kansas
$37K +$6.12K +75 +19%
Group One Trading
1046
Group One Trading
Illinois
$37K +$37.8K +463 New
WPA
1047
West Paces Advisors
Georgia
$35.3K
BWM
1048
Baystate Wealth Management
Massachusetts
$35K
CG
1049
Cutler Group
California
$35K +$16.3K +200 +80%
SCM
1050
Silvant Capital Management
Georgia
$35K +$35.8K +439 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.