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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
FVWA
376
Foster Victor Wealth Advisors
South Carolina
$2.08M +$437K +4,726 +27%
TNB
377
TCF National Bank
South Dakota
$2.07M -$12K -130 -0.6%
SLI
378
Sumitomo Life Insurance
Japan
$2.03M +$112K +1,209 +6%
Daiwa Securities Group
379
Daiwa Securities Group
Japan
$2.02M
DIA
380
Dana Investment Advisors
Wisconsin
$2.01M +$1.97M +21,302 New
CIBC World Market
381
CIBC World Market
Ontario, Canada
$2M -$509K -5,514 -21%
DADC
382
D.A. Davidson & Co
Montana
$1.98M +$437K +4,726 +29%
GWM
383
Geneos Wealth Management
Colorado
$1.95M +$22.9K +248 +1%
IB
384
Intrust Bank
Kansas
$1.95M +$84.7K +917 +5%
LHC
385
Little House Capital
Massachusetts
$1.94M +$43K +465 +2%
SI
386
Stephens Inc
Arkansas
$1.94M +$153K +1,654 +9%
AMI
387
Amica Mutual Insurance
Rhode Island
$1.94M -$497K -5,378 -21%
TPA
388
Trivium Point Advisory
Connecticut
$1.91M +$11.1K +120 +0.6%
HAM
389
Highstreet Asset Management
Ontario, Canada
$1.91M -$33.8K -366 -2%
HIM
390
Hotaling Investment Management
Pennsylvania
$1.91M +$19.9K +215 +1%
SPC
391
Sigma Planning Corp
Michigan
$1.9M +$945K +10,234 +103%
FMBTD
392
First Midwest Bank Trust Division
Illinois
$1.9M -$46.3K -501 -2%
SWP
393
Stratos Wealth Partners
Ohio
$1.88M -$20.1K -218 -1%
AP
394
Advisor Partners
California
$1.85M +$219K +2,366 +14%
MIP
395
Marietta Investment Partners
Wisconsin
$1.84M
FMTCOCP
396
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.83M +$628K +6,800 +54%
Walleye Capital
397
Walleye Capital
New York
$1.82M +$1.78M +19,220 New
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$1.81M +$35.4K +383 +2%
HW
399
Hancock Whitney
Mississippi
$1.8M -$258K -2,789 -13%
VRS
400
Virginia Retirement Systems
Virginia
$1.8M

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.