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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
SFG
476
Summit Financial Group
West Virginia
$1.02M
SWM
477
SeaCrest Wealth Management
New York
$1.01M -$189 -2 -0%
RPSA
478
Richard P. Slaughter Associates
Texas
$1.01M +$135K +1,425 +13%
CBN
479
Cadence Bank NA
Texas
$999K -$83.1K -879 -7%
VPIM
480
Vanguard Personalized Indexing Management
California
$992K +$1.17M +12,399 New
MC
481
Moors & Cabot
Massachusetts
$982K -$109K -1,154 -9%
PA
482
Probity Advisors
Texas
$978K -$22.7K -240 -2%
SC
483
Searle & Co
Connecticut
$975K -$47.3K -500 -4%
CA
484
Commerzbank Aktiengesellschaft
Germany
$973K -$343K -3,628 -23%
NAM
485
NTV Asset Management
West Virginia
$966K +$330K +3,486 +41%
TC
486
Toews Corporation
New Jersey
$960K +$1.13M +12,000 New
GJIC
487
Gamble Jones Investment Counsel
California
$954K -$5.67K -60 -0.5%
Brown Advisory
488
Brown Advisory
Maryland
$948K +$62.9K +665 +6%
MWM
489
Minot Wealth Management
Massachusetts
$945K -$16K -169 -1%
PA
490
Pinnacle Associates
New York
$944K -$8.98K -95 -0.8%
BAC
491
Boys Arnold & Co
North Carolina
$938K +$5.39K +57 +0.5%
IRF
492
IBM Retirement Fund
New York
$938K +$418K +4,421 +61%
TA
493
TCG Advisors
Texas
$923K -$28.7K -304 -3%
S
494
Seeyond
France
$917K -$305K -3,224 -9%
CA
495
Claro Advisors
Massachusetts
$915K -$37.6K -398 -3%
HZ
496
Hixon Zuercher
Ohio
$909K -$504K -5,331 -32%
OMC
497
Old Mission Capital
Illinois
$900K +$1.06M +11,252 New
FWM
498
Frontier Wealth Management
Missouri
$898K +$267K +2,821 +34%
Walleye Trading
499
Walleye Trading
New York
$887K +$1.05M +11,087 New
NFG
500
Next Financial Group
Texas
$885K -$234K -2,479 -18%

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.