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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
EW
1101
Evoke Wealth
California
$10K +$7.1K +87 +212%
HGWM
1102
Harvest Group Wealth Management
Massachusetts
$8K
HCM
1103
Highlander Capital Management
New Jersey
$8K
SFA
1104
Semmax Financial Advisors
North Carolina
$8K
TF
1105
Tompkins Financial
New York
$8K
PW
1106
Price Wealth
Texas
$8K +$8.24K +101 New
ECM
1107
Estabrook Capital Management
New York
$7.96K
FWM
1108
FSA Wealth Management
Massachusetts
$7K
LWM
1109
Lenox Wealth Management
Ohio
$7K
SCA
1110
Stuart Chaussee & Associates
California
$7K
APWA
1111
Atlas Private Wealth Advisors
New Jersey
$7K +$7.35K +90 New
ME
1112
McIlrath & Eck
Washington
$6K
RTC
1113
Riverview Trust Company
Washington
$6K
SMG
1114
Spectrum Management Group
Indiana
$6K
ATC
1115
Adirondack Trust Company
New York
$5K
LFG
1116
Larson Financial Group
Missouri
$5K +$82 +1 +2%
EWA
1117
Evolution Wealth Advisors
Florida
$5K +$5.63K +69 New
WAMC
1118
Western Asset Management Company
California
$4K +$3.92K +48 New
SL
1119
Savior LLC
Massachusetts
$3K
SWM
1120
Selective Wealth Management
Virginia
$3K
IWP
1121
IAG Wealth Partners
Wisconsin
$2K
Bank Julius Baer & Co
1122
Bank Julius Baer & Co
Switzerland
$2K +$2.04K +25 New
JG
1123
Jefferies Group
New York
$1.95K -$220K -2,697 -10%
GEA
1124
Glen Eagle Advisors
New Jersey
$1.27K
EI
1125
Ellevest Inc
New York
$1K +$898 +11 +1,100%

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.