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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
DIA
401
Dana Investment Advisors
Wisconsin
$1.62M -$95.6K -1,011 -5%
William Blair & Company
402
William Blair & Company
Illinois
$1.6M +$105K +1,110 +6%
Squarepoint
403
Squarepoint
New York
$1.58M -$20.2M -213,756 -92%
SS
404
Simplicity Solutions
Minnesota
$1.55M +$362K +3,826 +25%
MIP
405
Marietta Investment Partners
Wisconsin
$1.55M -$5.58K -59 -0.3%
FMTCOCP
406
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.55M +$946 +10 +0.1%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.55M +$386K +4,083 +27%
MCG
408
MACRO Consulting Group
New Jersey
$1.54M +$1.84M +19,486 New
SIA
409
Sit Investment Associates
Minnesota
$1.54M +$1.82M +19,200 New
VRS
410
Virginia Retirement Systems
Virginia
$1.52M
IA
411
Icon Advisers
Colorado
$1.51M
RWA
412
River Wealth Advisors
Pennsylvania
$1.5M +$94.9K +1,004 +6%
BCV
413
Banque Cantonale Vaudoise
Switzerland
$1.49M -$3.13M -33,100 -64%
BFIM
414
Beese Fulmer Investment Management
Ohio
$1.47M -$32.9K -348 -2%
CTC
415
Central Trust Company
Missouri
$1.46M -$50.1K -530 -3%
FMBTD
416
First Midwest Bank Trust Division
Illinois
$1.45M -$190K -2,008 -10%
Jacobs Levy Equity Management
417
Jacobs Levy Equity Management
New Jersey
$1.41M +$413K +4,363 +33%
IMOV
418
Investment Management of Virginia
Virginia
$1.41M -$4.73K -50 -0.3%
PNC
419
Park National Corp
Ohio
$1.4M -$23.5K -249 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
420
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.4M +$993K +10,500 +150%
GI
421
GAMCO Investors
Connecticut
$1.38M
DnB Asset Management
422
DnB Asset Management
Norway
$1.38M -$2.42M -25,600 -60%
DHFB
423
Dixon Hubard Feinour & Brown
Virginia
$1.38M +$26.9K +285 +2%
EGM
424
Engineers Gate Manager
New York
$1.37M +$730K +7,716 +82%
PAS
425
Park Avenue Securities
New York
$1.35M +$69.7K +737 +5%

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.