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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
KTC
1051
Kistler-Tiffany Companies
Pennsylvania
$34K
AF
1052
Arrow Financial
New York
$33K
WCG
1053
Weaver Consulting Group
California
$33K +$14.7K +180 +76%
CWC
1054
Carolinas Wealth Consulting
North Carolina
$33K +$33.5K +410 New
PWMG
1055
Prestige Wealth Management Group
New Jersey
$32K -$21.3K -261 -39%
CBT
1056
Central Bank & Trust
Kentucky
$32K
ADL
1057
Asset Dedication LLC
California
$32K +$2.94K +36 +10%
RIM
1058
Rockbridge Investment Management
New York
$31K +$31.8K +389 New
NC
1059
NewSquare Capital
Pennsylvania
$30K
CFD
1060
Creative Financial Designs
Indiana
$30K +$22.7K +278 +278%
CFO
1061
CVA Family Office
Colorado
$28K
FFW
1062
Fusion Family Wealth
New York
$28K
SWA
1063
Sutton Wealth Advisors
Florida
$27.2K +$735 +9 +3%
TFO
1064
Tarbox Family Office
California
$27K -$6.78K -83 -20%
CAGAS
1065
Capital Advisory Group Advisory Services
Minnesota
$27K
FWM
1066
Focused Wealth Management
New York
$27K
EWP
1067
Engrave Wealth Partners
Texas
$26K
MF
1068
Manchester Financial
California
$25K -$5.31K -65 -17%
IAS
1069
IMA Advisory Services
Colorado
$25K
TFGT
1070
TS Financial Group (TSFG)
Illinois
$25K +$163 +2 +0.6%
CTB
1071
Country Trust Bank
Illinois
$24K
EIP
1072
Ellis Investment Partners
Pennsylvania
$24K +$245 +3 +1%
PIMG
1073
Patriot Investment Management Group
Tennessee
$23.4K +$24K +294 New
FWM
1074
Filbrandt Wealth Management
Wisconsin
$21K +$21.5K +263 New
KFS
1075
Kelly Financial Services
Massachusetts
$20.2K +$163 +2 +0.8%

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.