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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
AT
576
Arden Trust
Delaware
$630K -$29K -337 -4%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$607K -$3.62K -42 -0.6%
PGAM
578
Princeton Global Asset Management
New Jersey
$605K +$187K +2,166 +46%
MERSOM
579
Municipal Employees' Retirement System of Michigan
Michigan
$601K -$1.59M -18,440 -73%
CHC
580
City Holding Co
West Virginia
$597K
SI
581
Stephens Inc
Arkansas
$596K -$1.81M -21,022 -76%
CTA
582
Colonial Trust Advisors
South Carolina
$584K +$15.5K +180 +3%
SCP
583
Syntal Capital Partners
Texas
$583K +$571K +6,625 New
SC
584
SouthState Corp
Florida
$580K -$30.2K -350 -5%
ARG
585
Advisory Resource Group
Oklahoma
$576K -$16.9K -196 -3%
SMC
586
Smith, Moore & Co
Missouri
$576K +$60.2K +699 +12%
KA
587
Kovack Advisors
Florida
$575K +$7.76K +90 +1%
EP
588
Edgestream Partners
New Jersey
$575K +$563K +6,531 New
TCOT
589
Trust Company of Toledo
Ohio
$574K
NIT
590
NumerixS Investment Technologies
British Columbia, Canada
$574K +$278K +3,220 +98%
GPA
591
Garrison Point Advisors
California
$570K +$297K +3,450 +114%
GGI
592
Godsey & Gibb Inc
Virginia
$569K +$338K +3,917 +154%
CG
593
Colony Group
Massachusetts
$567K -$14.7K -171 -3%
CC
594
Cipher Capital
New York
$567K +$556K +6,445 New
AMIM
595
Aull & Monroe Investment Management
Alabama
$562K
NRS
596
Neville Rodie & Shaw
New York
$562K
PP
597
Palladium Partners
Virginia
$561K -$189K -2,188 -26%
FIM
598
Frontier Investment Management
Texas
$561K -$24K -279 -4%
LIM
599
Leavell Investment Management
Alabama
$560K +$50.9K +590 +10%
LCM
600
Liberty Capital Management
Michigan
$559K

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.