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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
AI
1201
Accredited Investors
Minnesota
-$218K -2,728 Closed
IIM
1202
Ipswich Investment Management
Massachusetts
-$216K -2,700 Closed
FFBTD
1203
First Financial Bank - Trust Division
Ohio
-$215K -2,689 Closed
CA
1204
Cornerstone Advisory
Maryland
-$208K -2,600 Closed
PWA
1205
Providence Wealth Advisors
Illinois
-$203K -2,600 Closed
BONST
1206
Bank of Nova Scotia Trust
Ontario, Canada
-$207K -2,590 Closed
Koshinski Asset Management
1207
Koshinski Asset Management
Illinois
-$206K -2,571 Closed
XM
1208
XTX Markets
New York
-$204K -2,547 Closed
CFA
1209
CWS Financial Advisors
Michigan
-$215K -2,280 Closed
NIT
1210
NumerixS Investment Technologies
British Columbia, Canada
-$160K -2,000 Closed
WQ
1211
Wealth Quarterback
New Jersey
-$150K -1,877 Closed
AS
1212
Altshuler Shaham
Israel
-$132K -1,654 Closed
WCM
1213
Wealthcare Capital Management
Virginia
-$131K -1,643 Closed
KFI
1214
Key Financial Inc
Pennsylvania
-$113K -1,351 Closed
HFM
1215
Harvest Fund Management
China
-$102K -1,285 Closed
CS
1216
Capital Square
Tennessee
-$100K -1,247 Closed
GSC
1217
G&S Capital
Colorado
-$79K -1,000 Closed
QAM
1218
QCI Asset Management
New York
-$62K -781 Closed
EWM
1219
EPG Wealth Management
Georgia
-$59K -739 Closed
CAN
1220
Claraphi Advisory Network
United States
-$42K -527 Closed
SL
1221
Salomon & Ludwin
Virginia
-$34K -421 Closed
PCMK
1222
Paragon Capital Management (Kansas)
Kansas
-$17K -216 Closed
CFFP
1223
Center for Financial Planning
Michigan
-$14K -173 Closed
FGAM
1224
Financial Gravity Asset Management
Texas
-$11.8K -148 Closed
MWM
1225
MBE Wealth Management
Wisconsin
-$9K -119 Closed

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.