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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
TA
351
Tiedemann Advisors
New York
$2.14M -$1.39M -14,719 -35%
WPP
352
Whalerock Point Partners
Rhode Island
$2.14M
IAN
353
Integrated Advisors Network
Texas
$2.13M +$101K +1,072 +4%
SDIC
354
South Dakota Investment Council
South Dakota
$2.12M -$3.21K -34 -0.1%
OPPTF
355
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.11M +$2.53M +26,723 New
FVWA
356
Foster Victor Wealth Advisors
South Carolina
$2.09M +$298K +3,148 +14%
PA
357
Profund Advisors
Maryland
$2.09M -$1.24M -13,117 -33%
HF
358
HRT Financial
New York
$2.04M +$2.42M +25,573 New
MSFP
359
Mark Sheptoff Financial Planning
Connecticut
$2M -$373K -3,946 -14%
OSIA
360
O'Shares Investment Advisers
Massachusetts
$1.99M -$1.99K -21 -0.1%
RC
361
RegentAtlantic Capital
New Jersey
$1.99M -$34.2K -362 -1%
SLG
362
Stanley-Laman Group
Pennsylvania
$1.99M +$25.2K +267 +1%
LHC
363
Little House Capital
Massachusetts
$1.97M +$386K +4,082 +20%
TA
364
TFG Advisers
Michigan
$1.97M +$567 +6 +0%
JIC
365
Johnson Investment Counsel
Ohio
$1.97M -$129K -1,366 -5%
BCM
366
BlueCrest Capital Management
Jersey
$1.96M +$2.32M +24,560 New
TCM
367
Twin Capital Management
Pennsylvania
$1.96M +$9.46K +100 +0.4%
SVWAG
368
Sound View Wealth Advisors Group
Georgia
$1.94M -$96.6K -1,022 -4%
NEI
369
Northwest & Ethical Investments
Ontario, Canada
$1.93M +$1.84M +19,474 +417%
WAM
370
World Asset Management
Michigan
$1.93M -$950K -10,049 -29%
BWM
371
BerganKDV Wealth Management
Minnesota
$1.91M +$481K +5,087 +27%
SWP
372
Stratos Wealth Partners
Ohio
$1.87M +$327K +3,454 +17%
AP
373
Advisor Partners
California
$1.84M +$370K +3,917 +20%
BOPW
374
Brandywine Oak Private Wealth
Pennsylvania
$1.81M -$104K -1,104 -5%
BC
375
Brinker Capital
Pennsylvania
$1.78M +$2.11M +22,288 New

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.