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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
VFM
276
Viking Fund Management
North Dakota
$3.52M +$4.16M +44,000 New
SWM
277
Segment Wealth Management
Texas
$3.49M +$573K +6,056 +16%
OC
278
Oppenheimer & Co
New York
$3.49M +$1.46M +15,472 +55%
Schroder Investment Management Group
279
Schroder Investment Management Group
United Kingdom
$3.46M -$15.2M -160,773 -79%
GCAC
280
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.45M +$92.7K +980 +2%
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$3.42M +$891K +9,421 +28%
NSIM
282
North Star Investment Management
Illinois
$3.39M -$1.32M -13,908 -25%
WIC
283
Willis Investment Counsel
Georgia
$3.38M -$21.2M -224,655 -84%
JMPWA
284
JP Morgan Private Wealth Advisors
California
$3.35M -$96.4K -1,019 -2%
AWM
285
AE Wealth Management
Kansas
$3.32M +$46.8K +495 +1%
NB
286
Norinchukin Bank
Japan
$3.31M -$2.27M -24,049 -37%
CA
287
Cornerstone Advisors
North Carolina
$3.28M
AMG
288
Advisors Management Group
Wisconsin
$3.27M +$12.2K +129 +0.3%
FNBOMD
289
First National Bank of Mount Dora
Florida
$3.25M -$112K -1,187 -3%
RJT
290
Raymond James Trust
Florida
$3.21M +$1.6M +16,930 +73%
FVCM
291
F&V Capital Management
Florida
$3.13M +$28.4K +300 +0.8%
SB
292
Simmons Bank
Arkansas
$3.07M +$127K +1,345 +4%
Arrowstreet Capital
293
Arrowstreet Capital
Massachusetts
$3.06M +$2.92M +30,868 +417%
NA
294
NewEdge Advisors
Louisiana
$3.06M +$411K +4,351 +13%
HFS
295
Hantz Financial Services
Michigan
$3.05M +$3.61M +38,181 New
AWM
296
Avitas Wealth Management
California
$2.98M -$778K -8,224 -18%
CCP
297
Corient Capital Partners
California
$2.94M +$506K +5,347 +17%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$2.91M -$340K -3,600 -9%
RWM
299
Rench Wealth Management
Texas
$2.9M -$24.4K -258 -0.7%
CWM
300
CIBC World Markets
New York
$2.89M -$2.1M -22,259 -38%

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.