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American Electric Power

1,200 hedge funds and large institutions have $34.6B invested in American Electric Power in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 419 increasing their positions, 403 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

60% more call options, than puts

Call options by funds: $376M | Put options by funds: $235M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 1,1301,200 (+70)

4% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 403

1% more capital invested

Capital invested by funds: $34.2B → $34.6B (+$361M)

0.13% more ownership

Funds ownership: 74%74.13% (+0.13%)

Holders
1,200
Holders Change
+70
Holders Change %
+6.19%
% of All Funds
23.65%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
148
Increased
419
Reduced
403
Closed
60
Calls
$376M
Puts
$235M
Net Calls
+$141M
Net Calls Change
+$63.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
351
South Dakota Investment Council
South Dakota
$2.51M -$706K -7,640 -22%
JIC
352
Johnson Investment Counsel
Ohio
$2.45M -$452K -4,894 -16%
RIM
353
Rampart Investment Management
Connecticut
$2.44M -$532K -5,757 -18%
SS
354
Sunbelt Securities
Texas
$2.44M -$110K -1,192 -4%
IAN
355
Integrated Advisors Network
Texas
$2.41M +$2.36M +25,537 New
AIA
356
Affinity Investment Advisors
California
$2.41M
KRS
357
Kentucky Retirement Systems
Kentucky
$2.4M +$10.1K +109 +0.4%
Mariner
358
Mariner
Kansas
$2.4M -$121K -1,308 -5%
SVWAG
359
Sound View Wealth Advisors Group
Georgia
$2.39M -$40.5K -438 -2%
RC
360
RegentAtlantic Capital
New Jersey
$2.39M +$166K +1,795 +8%
MYAM
361
Meiji Yasuda Asset Management
Japan
$2.38M -$192K -2,080 -8%
OSIA
362
O'Shares Investment Advisers
Massachusetts
$2.36M +$128K +1,382 +6%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$2.35M +$2.3M +24,923 New
SLG
364
Stanley-Laman Group
Pennsylvania
$2.33M -$130K -1,402 -5%
TA
365
TFG Advisers
Michigan
$2.33M +$8.5K +92 +0.4%
TCM
366
Twin Capital Management
Pennsylvania
$2.31M +$533K +5,770 +31%
BOPW
367
Brandywine Oak Private Wealth
Pennsylvania
$2.24M -$17.4K -188 -0.8%
BBHC
368
Brown Brothers Harriman & Co
New York
$2.23M +$111K +1,200 +5%
UR
369
USCA RIA
Texas
$2.23M -$54.5K -590 -2%
LSERS
370
Louisiana State Employees Retirement System
Louisiana
$2.22M -$18.5K -200 -0.8%
HB
371
Homrich & Berg
Georgia
$2.2M +$21.4K +232 +1%
RJT
372
Raymond James Trust
Florida
$2.2M +$51K +552 +2%
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$2.18M -$368K -3,985 -15%
TA
374
Townsend & Associates
Colorado
$2.12M -$47.5K -514 -2%
GTCM
375
Gyon Technologies Capital Management
New Jersey
$2.1M +$2.05M +22,164 New

AEP Hedge Fund Activity: Q4 2019 in Review

1,200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2019, worth a combined $34.6B — up 1.1% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new AEP positions and 60 closed out — a net gain of 88 holders — while 419 added to existing stakes and 403 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $572M. The largest seller was Bank of America, cutting an estimated $358M.

  • 1,200 institutional investors held American Electric Power (AEP) as of Q4 2019, up from 1,130 in Q3 2019.
  • Funds reported $34.6B of American Electric Power stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 148 funds opened new American Electric Power positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest American Electric Power buyer in Q4 2019 was T. Rowe Price Associates, an estimated $572M added.
  • The largest American Electric Power seller in Q4 2019 was Bank of America, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2019.