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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
SACTSONJ
526
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$800K
TYCC
527
Texas Yale Capital Corp
Florida
$789K -$20.3K -215 -2%
HCM
528
Huber Capital Management
California
$784K
SS
529
Sunbelt Securities
Texas
$783K -$1.6M -16,927 -65%
MAM
530
Mastrapasqua Asset Management
Tennessee
$781K +$87.3K +923 +10%
FIM
531
Freedom Investment Management
Connecticut
$779K -$45.2K -478 -6%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$772K +$127K +1,346 +16%
PHS
533
Pekin Hardy Strauss
Illinois
$769K
SF
534
Symphony Financial
Texas
$760K +$859K +9,081 New
GCA
535
Genesee Capital Advisors
New York
$757K -$72.4K -766 -7%
PIA
536
Piedmont Investment Advisors
North Carolina
$755K +$13.4K +142 +2%
PRC
537
Pearl River Capital
Michigan
$752K +$890K +9,408 New
DC
538
DeDora Capital
California
$749K -$2.36K -25 -0.3%
DWM
539
Doyle Wealth Management
Florida
$747K -$6.9K -73 -0.8%
CDH
540
Charles D. Hyman
$745K -$16.5K -174 -2%
FLI
541
Family Legacy Inc
South Carolina
$743K +$134K +1,421 +18%
HSA
542
HBK Sorce Advisory
Pennsylvania
$742K +$189 +2 +0%
RCM
543
Radnor Capital Management
Pennsylvania
$740K +$61.5K +650 +8%
DI
544
DAGCO Inc
Ohio
$727K -$51.4K -544 -6%
WP
545
WealthPLAN Partners
Nebraska
$720K -$189 -2 -0%
TPCW
546
TD Private Client Wealth
New York
$717K -$33.6K -355 -4%
WANY
547
Wealthspire Advisors (New York)
New York
$716K +$847K +8,957 New
FWM
548
Foresight Wealth Management
Utah
$714K -$26.9K -285 -3%
DW
549
Domani Wealth
Pennsylvania
$710K +$35.5K +375 +4%
RIL
550
Rothschild Investment LLC
Illinois
$706K +$8.51K +90 +1%

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.