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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
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$1.78M +$85.1K +900 +4%
TA
377
Townsend & Associates
Colorado
$1.76M -$30.1K -318 -1%
KFBMI
378
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.76M +$946K +10,000 +83%
HB
379
Homrich & Berg
Georgia
$1.74M -$147K -1,551 -7%
SLI
380
Sumitomo Life Insurance
Japan
$1.74M +$27.5K +291 +1%
PFM
381
Patton Fund Management
Texas
$1.74M -$2.29M -24,260 -53%
TNB
382
TCF National Bank
South Dakota
$1.74M -$12.8K -135 -0.6%
BBHC
383
Brown Brothers Harriman & Co
New York
$1.73M -$195K -2,060 -9%
IB
384
Intrust Bank
Kansas
$1.72M +$89.5K +947 +5%
SPC
385
Sigma Planning Corp
Michigan
$1.71M +$117K +1,234 +6%
SI
386
Stephens Inc
Arkansas
$1.71M +$73.7K +779 +4%
CA
387
Cullinan Associates
Kentucky
$1.7M -$1.24M -13,100 -38%
SBH
388
Segall Bryant & Hamill
Illinois
$1.7M +$985K +10,420 +96%
TPA
389
Trivium Point Advisory
Connecticut
$1.69M +$9.08K +96 +0.5%
GWM
390
Geneos Wealth Management
Colorado
$1.69M -$37.8K -400 -2%
DC
391
Davenport & Co
Virginia
$1.68M +$196K +2,075 +11%
LSERS
392
Louisiana State Employees Retirement System
Louisiana
$1.68M -$236K -2,500 -11%
HW
393
Hancock Whitney
Mississippi
$1.68M +$183K +1,934 +10%
CAM
394
Cozad Asset Management
Illinois
$1.68M -$720K -7,618 -27%
DADC
395
D.A. Davidson & Co
Montana
$1.67M -$1.42K -15 -0.1%
CI Investments Inc
396
CI Investments Inc
Ontario, Canada
$1.65M -$233K -2,464 -11%
SM
397
Sciencast Management
New Jersey
$1.64M +$2.05M +21,707 New
WTC
398
WhitTier Trust Company
Nevada
$1.64M +$192K +2,030 +11%
ECM
399
ExodusPoint Capital Management
New York
$1.63M -$11.5M -121,882 -86%
FCBT
400
First Citizens Bank & Trust
North Carolina
$1.63M +$672K +7,102 +53%

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.