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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
JFA
1076
JNBA Financial Advisors
Minnesota
$20K
TCM
1077
TD Capital Management
Tennessee
$20K
WB
1078
Webster Bank
Connecticut
$20K
LWA
1079
Lenox Wealth Advisors
New York
$18K
MCM
1080
MV Capital Management
Maryland
$18K +$10.2K +125 +125%
RWG
1081
Regal Wealth Group
California
$17K +$17.7K +217 New
JWBC
1082
John W. Brooker & Co
California
$16K
PFO
1083
Pathstone Family Office
New Jersey
$16K
POIA
1084
Pin Oak Investment Advisors
Texas
$16K
RBC
1085
Roble Belko & Company
Pennsylvania
$16K
FP
1086
Financial Perspectives
Minnesota
$15.8K
ST
1087
Sageworth Trust
Pennsylvania
$15K +$571 +7 +4%
TC
1088
Truvestments Capital
Florida
$15K +$14.9K +183 +1,220%
Loomis, Sayles & Company
1089
Loomis, Sayles & Company
Massachusetts
$14K -$816 -10 -6%
BEI
1090
Benjamin Edwards Inc
Missouri
$14K
IFAM
1091
Institutional & Family Asset Management
Colorado
$14K +$7.67K +94 +124%
AWM
1092
Apollon Wealth Management
South Carolina
$14K +$14.9K +182 New
PFGIA
1093
Patriot Financial Group Insurance Agency
Massachusetts
$13K
RG
1094
Retirement Group
California
$13K +$13K +159 New
TCM
1095
Tradewinds Capital Management
Washington
$12K
CCM
1096
Covington Capital Management
California
$11K
EWM
1097
Elmwood Wealth Management
California
$11K +$3.27K +40 +40%
BWP
1098
Baldwin Wealth Partners
Massachusetts
$10K
IRC
1099
Investors Research Corp
Georgia
$10K
PO
1100
Private Ocean
California
$10K

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.