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American Electric Power

1,122 hedge funds and large institutions have $32.1B invested in American Electric Power in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 399 increasing their positions, 401 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $252M | Put options by funds: $185M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.64B)

0.23% more ownership

Funds ownership: 73.86%74.09% (+0.23%)

0% less funds holding

Funds holding: 1,1261,122 (-4)

0% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 401

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,122
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
24.37%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
82
Increased
399
Reduced
401
Closed
70
Calls
$252M
Puts
$185M
Net Calls
+$66.7M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
551
Birmingham Capital Management
Alabama
$728K
BBA
552
BLB&B Advisors
Pennsylvania
$727K -$18K -209 -2%
FIM
553
Freedom Investment Management
Connecticut
$727K +$176K +2,040 +33%
HPC
554
HM Payson & Co
Maine
$718K +$703K +8,160 New
NL
555
NVWM LLC
Pennsylvania
$706K +$139K +1,614 +25%
PP
556
PDS Planning
Ohio
$705K +$22.6K +262 +3%
HIS
557
Horizon Investment Services
Indiana
$700K +$33.4K +388 +5%
NIM
558
NuWave Investment Management
New Jersey
$698K -$155K -1,803 -19%
HAG
559
HighPoint Advisor Group
Illinois
$695K -$114K -1,318 -15%
BSW
560
Buckingham Strategic Wealth
Missouri
$690K -$12K -139 -2%
WA
561
WBH Advisory
Maryland
$684K -$8.45K -98 -1%
FSA
562
Franklin Street Advisors
North Carolina
$684K -$3.53K -41 -0.5%
IRF
563
IBM Retirement Fund
New York
$676K +$14.7K +170 +2%
OFS
564
Orrstown Financial Services
Pennsylvania
$667K +$54.6K +634 +9%
CC
565
Chicago Capital
Illinois
$663K
CC
566
ClearArc Capital
Ohio
$647K -$76.6K -889 -11%
Brown Advisory
567
Brown Advisory
Maryland
$643K -$322K -3,733 -34%
EHC
568
Everett Harris & Co
California
$643K
PIA
569
Piedmont Investment Advisors
North Carolina
$642K -$58.5K -679 -9%
WFM
570
Wolff Financial Management
Michigan
$641K
BAMF
571
BI Asset Management Fondsmaeglerselskab
Denmark
$639K +$626K +7,264 New
CB
572
Community Bank
New York
$637K
FHA
573
First Horizon Advisors
Tennessee
$635K +$423K +4,905 +211%
IHL
574
Investment House LLC
California
$634K
DIM
575
DC Investments Management
Virginia
$631K -$95.1K -1,103 -13%

AEP Hedge Fund Activity: Q2 2019 in Review

1,122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2019, worth a combined $32.1B — up 5.4% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AEP positions and 70 closed out — a net gain of 12 holders — while 399 added to existing stakes and 401 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $393M. The largest seller was Federated Hermes, cutting an estimated $183M.

  • 1,122 institutional investors held American Electric Power (AEP) as of Q2 2019, down from 1,126 in Q1 2019.
  • Funds reported $32.1B of American Electric Power stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 82 funds opened new American Electric Power positions in Q2 2019 and 70 closed out, a net change of +12 holders.
  • The largest American Electric Power buyer in Q2 2019 was JP Morgan Chase, an estimated $393M added.
  • The largest American Electric Power seller in Q2 2019 was Federated Hermes, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2019.