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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
NL
551
NVWM LLC
Pennsylvania
$696K +$23.1K +244 +3%
EWM
552
Evercore Wealth Management
New York
$692K -$184K -1,944 -18%
SBA
553
Secrest Blakey & Associates
North Carolina
$691K -$127K -1,341 -13%
I
554
IberiaBank
Louisiana
$690K +$3.12K +33 +0.4%
ANRIA
555
American National Registered Investment Advisor
Texas
$685K -$13.7K -145 -2%
PP
556
PDS Planning
Ohio
$684K +$3.4K +36 +0.4%
GAG
557
GM Advisory Group
New York
$684K +$808K +8,550 New
VIA
558
Vident Investment Advisory
Georgia
$683K +$43.2K +457 +6%
QT
559
Quantbot Technologies
New York
$680K +$96.4K +1,019 +14%
OFG
560
Oxford Financial Group
Indiana
$676K +$799K +8,448 New
BOH
561
Bank of Hawaii
Hawaii
$674K -$15.6K -165 -2%
WPC
562
Waters Parkerson & Co
Louisiana
$674K -$12.8K -135 -2%
AIP
563
Ameritas Investment Partners
Nebraska
$670K -$30.4K -321 -4%
LFAS
564
Level Four Advisory Services
Texas
$670K +$49.5K +524 +7%
FNBT
565
FineMark National Bank & Trust
Florida
$669K -$86.1K -911 -10%
CFGS
566
Concourse Financial Group Securities
Alabama
$666K +$787K +8,323 New
JWM
567
Jackson Wealth Management
Florida
$660K -$41.2K -436 -5%
EP
568
Eudaimonia Partners
Tennessee
$658K +$43.9K +464 +6%
BSW
569
Buckingham Strategic Wealth
Missouri
$656K +$20.3K +215 +3%
BNP Paribas Asset Management
570
BNP Paribas Asset Management
France
$652K -$866K -9,164 -53%
HPC
571
HM Payson & Co
Maine
$650K -$33.1K -350 -4%
SC
572
Savant Capital
Illinois
$648K +$330K +3,485 +76%
CCA
573
Cobblestone Capital Advisors
New York
$645K -$19.3K -204 -2%
CEP
574
Chicago Equity Partners
Illinois
$642K -$189K -2,000 -20%
GLA
575
Great Lakes Advisors
Illinois
$638K -$154K -1,631 -17%

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.