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American Electric Power

1,142 hedge funds and large institutions have $29.5B invested in American Electric Power in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 387 increasing their positions, 458 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $209M | Put options by funds: $127M

0.76% more ownership

Funds ownership: 74.13%74.89% (+0.76%)

5% less funds holding

Funds holding: 1,2001,142 (-58)

15% less capital invested

Capital invested by funds: $34.6B → $29.5B (-$5.05B)

16% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 458

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

29% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 152

Holders
1,142
Holders Change
-58
Holders Change %
-4.83%
% of All Funds
25.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
108
Increased
387
Reduced
458
Closed
152
Calls
$209M
Puts
$127M
Net Calls
+$81.7M
Net Calls Change
-$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APSI
226
Asset Planning Services Inc
Louisiana
$5.48M -$16.5K -175 -0.3%
OIM
227
Opus Investment Management
Massachusetts
$5.41M -$964K -10,200 -13%
MOACM
228
Mutual of America Capital Management
New York
$5.38M +$82.7K +875 +1%
KeyBank National Association
229
KeyBank National Association
Ohio
$5.27M -$42.9K -454 -0.7%
AI
230
Atria Investments
North Carolina
$5.09M +$857K +9,061 +17%
WC
231
Wexford Capital
Florida
$5.08M +$6.01M +63,540 New
Nordea Investment Management
232
Nordea Investment Management
Sweden
$4.96M +$173K +1,831 +3%
IIM
233
Intact Investment Management
Quebec, Canada
$4.88M +$955K +10,100 +20%
OCM
234
Oakwood Capital Management
California
$4.88M +$43.4K +459 +0.8%
NCM
235
Novare Capital Management
North Carolina
$4.78M -$32.4K -343 -0.6%
ANI
236
American National Insurance
Texas
$4.78M
ERSOT
237
Employees Retirement System of Texas
Texas
$4.72M -$1.42M -15,000 -20%
QIM
238
Quantitative Investment Management
Virginia
$4.69M +$1.23M +12,972 +28%
FHA
239
First Horizon Advisors
Tennessee
$4.66M +$4.91M +51,945 +820%
Marshall Wace
240
Marshall Wace
United Kingdom
$4.63M -$8.52M -90,068 -61%
RFC
241
Regions Financial Corp
Alabama
$4.56M -$158K -1,667 -3%
HNB
242
Huntington National Bank
Ohio
$4.54M -$469K -4,956 -8%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$4.5M -$8.25M -87,226 -61%
PSUF
244
People's United Financial
Connecticut
$4.37M -$353K -3,738 -6%
WorldQuant Millennium Advisors
245
WorldQuant Millennium Advisors
New York
$4.36M -$258K -2,725 -5%
VI
246
Vestcor Inc
New Brunswick, Canada
$4.34M +$368K +3,894 +8%
O
247
Ossiam
France
$4.34M -$973K -10,291 -16%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$4.33M -$5.9M -62,379 -54%
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$4.32M -$3.47M -36,706 -40%
SC
250
Stralem & Co
New York
$4.24M -$765K -8,092 -13%

AEP Hedge Fund Activity: Q1 2020 in Review

1,142 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2020, worth a combined $29.5B — down 15% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of AEP and 108 opened new positions — a net loss of 44 holders — while 458 trimmed existing stakes and 387 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $532M. The largest seller was Capital Research Global Investors, cutting an estimated $598M.

  • 1,142 institutional investors held American Electric Power (AEP) as of Q1 2020, down from 1,200 in Q4 2019.
  • Funds reported $29.5B of American Electric Power stock for Q1 2020, down 15% quarter-over-quarter.
  • 108 funds opened new American Electric Power positions in Q1 2020 and 152 closed out, a net change of -44 holders.
  • The largest American Electric Power buyer in Q1 2020 was Capital World Investors, an estimated $532M added.
  • The largest American Electric Power seller in Q1 2020 was Capital Research Global Investors, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2020.