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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
BFA
451
Bragg Financial Advisors
North Carolina
$1.16M
BA
452
Bridgewater Associates
Connecticut
$1.16M +$1.37M +14,529 New
BB
453
Busey Bank
Illinois
$1.16M -$10.2K -108 -0.7%
TMAM
454
Tokio Marine Asset Management
Japan
$1.16M +$51.5K +545 +4%
WC
455
Whitney & Co
New York
$1.13M -$80.4K -850 -6%
JWM
456
JGP Wealth Management
Oregon
$1.13M -$74.8K -791 -6%
DCM
457
Dupont Capital Management
Delaware
$1.13M +$329K +3,483 +33%
CAM
458
Columbia Asset Management
Michigan
$1.12M
CGM
459
Centenus Global Management
New York
$1.12M -$21.8M -231,000 -94%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Cetera Investment Advisers
461
Cetera Investment Advisers
Illinois
$1.12M +$9.17K +97 +0.7%
BCP
462
Blue Chip Partners
Michigan
$1.12M -$169K -1,783 -11%
TCM
463
Telos Capital Management
California
$1.12M +$117K +1,242 +10%
VWM
464
Vigilare Wealth Management
Arizona
$1.12M +$119K +1,255 +10%
CI
465
Cigna Investments
Connecticut
$1.11M +$80.4K +850 +7%
CIA
466
Capital Investment Advisors
Georgia
$1.1M +$103K +1,088 +9%
BCM
467
Brasada Capital Management
Texas
$1.09M +$242K +2,562 +23%
WRF
468
Waddell & Reed Financial
Kansas
$1.09M +$1.28M +13,582 New
BRWA
469
B. Riley Wealth Advisors
Florida
$1.05M +$490K +5,182 +65%
AAS
470
Avantax Advisory Services
Texas
$1.05M -$8.7K -92 -0.7%
KFP
471
KMG Fiduciary Partners
Ohio
$1.05M +$1.24M +13,073 New
AA
472
ALPS Advisors
Colorado
$1.04M +$514K +5,441 +72%
CFN
473
Cordasco Financial Network
Florida
$1.03M -$5.39K -57 -0.4%
Impax Asset Management Group
474
Impax Asset Management Group
United Kingdom
$1.02M +$195K +2,066 +19%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$1.02M +$1.2M +12,715 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.