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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
FNT
326
First National Trust
Pennsylvania
$2.49M -$245K -2,590 -8%
NMERB
327
New Mexico Educational Retirement Board
New Mexico
$2.48M -$662K -7,000 -18%
PP
328
Paloma Partners
Connecticut
$2.48M +$2.38M +25,198 +435%
VanEck Associates
329
VanEck Associates
New York
$2.46M -$93.9K -993 -3%
AIA
330
Affinity Investment Advisors
California
$2.45M +$491K +5,190 +20%
Assenagon Asset Management
331
Assenagon Asset Management
Luxembourg
$2.44M -$1.44M -15,221 -33%
MML Investors Services
332
MML Investors Services
Massachusetts
$2.43M +$223K +2,359 +8%
PAI
333
Pittenger & Anderson Inc
Nebraska
$2.43M -$1.89K -20 -0.1%
1SB
334
1ST Source Bank
Indiana
$2.43M -$39.5K -418 -1%
SIM
335
Sentry Investment Management
Wisconsin
$2.42M +$158K +1,672 +6%
SPIA
336
Steward Partners Investment Advisory
New York
$2.4M -$76.3K -807 -3%
MWA
337
Marshall Wace Asia
Hong Kong
$2.39M +$2.82M +29,865 New
SSA
338
Schonfeld Strategic Advisors
New York
$2.38M +$1.68M +17,795 +148%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$2.34M +$768K +8,124 +38%
GL
340
Graypoint LLC
New York
$2.34M +$2.77M +29,288 New
AMI
341
Amica Mutual Insurance
Rhode Island
$2.34M +$831K +8,784 +43%
ClearBridge Investments
342
ClearBridge Investments
New York
$2.29M -$49.6K -525 -2%
VWM
343
Valley Wealth Managers
New Jersey
$2.28M +$129K +1,363 +5%
JG
344
Jefferies Group
New York
$2.28M -$3.52M -37,237 -58%
CGH
345
Crossmark Global Holdings
Texas
$2.27M +$51K +539 +2%
UBV
346
United Bank (Virginia)
Virginia
$2.25M
SA
347
Shilanski & Associates
Alaska
$2.25M +$82.8K +876 +3%
SF
348
Synovus Financial
Georgia
$2.24M +$1M +10,623 +61%
BAM
349
Berkshire Asset Management
Pennsylvania
$2.15M +$4.44K +47 +0.2%
CAN
350
Cetera Advisor Networks
California
$2.15M -$93.1K -985 -4%

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.