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American Electric Power

1,130 hedge funds and large institutions have $34.2B invested in American Electric Power in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 408 increasing their positions, 393 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $284M | Put options by funds: $207M

24% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 68

7% more capital invested

Capital invested by funds: $32.1B → $34.2B (+$2.1B)

4% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1221,130 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.09% less ownership

Funds ownership: 74.09%74% (-0.09%)

Holders
1,130
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
24.78%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
84
Increased
408
Reduced
393
Closed
68
Calls
$284M
Puts
$207M
Net Calls
+$77.2M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
501
Chicago Equity Partners
Illinois
$942K
ACS
502
Archford Capital Strategies
Illinois
$941K -$10.4K -114 -1%
SXL
503
Summit X LLC
Missouri
$939K -$27.8K -306 -3%
AAM
504
AR Asset Management
California
$937K
SACTSONJ
505
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$937K
HCM
506
Huber Capital Management
California
$937K +$409K +4,500 +82%
BFM
507
Boothbay Fund Management
New York
$936K +$907K +9,992 New
SPC
508
Sigma Planning Corp
Michigan
$928K -$51.8K -570 -5%
Impax Asset Management Group
509
Impax Asset Management Group
United Kingdom
$919K +$92.4K +1,018 +12%
GCA
510
Genesee Capital Advisors
New York
$912K +$885K +9,740 New
Jane Street
511
Jane Street
New York
$909K -$441K -4,852 -33%
DI
512
DAGCO Inc
Ohio
$902K +$454 +5 +0.1%
PHS
513
Pekin Hardy Strauss
Illinois
$901K
DWM
514
Doyle Wealth Management
Florida
$889K -$11K -121 -1%
HSA
515
HBK Sorce Advisory
Pennsylvania
$882K +$3.45K +38 +0.4%
CDH
516
Charles D. Hyman
$875K
FWM
517
Foresight Wealth Management
Utah
$863K +$182 +2 +0%
FWM
518
Frontier Wealth Management
Missouri
$861K -$11.8K -130 -1%
BIM
519
Bridges Investment Management
Nebraska
$859K -$36.3K -400 -4%
TNB
520
Thomasville National Bank
Georgia
$854K +$7.9K +87 +1%
DC
521
DeDora Capital
California
$848K +$10.9K +120 +1%
VIA
522
Vident Investment Advisory
Georgia
$846K -$26.2K -289 -3%
FAAS
523
First Allied Advisory Services
California
$840K -$128K -1,407 -14%
PP
524
PDS Planning
Ohio
$830K +$77.6K +855 +11%
MAM
525
Mastrapasqua Asset Management
Tennessee
$825K +$10.4K +115 +1%

AEP Hedge Fund Activity: Q3 2019 in Review

1,130 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2019, worth a combined $34.2B — up 6.5% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AEP positions and 68 closed out — a net gain of 16 holders — while 408 added to existing stakes and 393 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $278M. The largest seller was Lazard Asset Management, cutting an estimated $163M.

  • 1,130 institutional investors held American Electric Power (AEP) as of Q3 2019, up from 1,122 in Q2 2019.
  • Funds reported $34.2B of American Electric Power stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 84 funds opened new American Electric Power positions in Q3 2019 and 68 closed out, a net change of +16 holders.
  • The largest American Electric Power buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $278M added.
  • The largest American Electric Power seller in Q3 2019 was Lazard Asset Management, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.