We are live on ! Find out more
AEP icon

American Electric Power
AEP

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: 1,122 → 1,130 (+8)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (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

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$278M
2
UBS Group
UBS Group
Switzerland
+$172M
3
Morgan Stanley
Morgan Stanley
New York
+$128M
4
Ameriprise
Ameriprise
Minnesota
+$89.6M
5
N
Nuveen
North Carolina
+$71.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$163M
2
Bank of America
Bank of America
North Carolina
-$160M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$158M
4
BC
Brookfield Corp
Ontario, Canada
-$118M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$99.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAMF
576
BI Asset Management Fondsmaeglerselskab
Denmark
$681K – – –
IAA
577
Independent Advisor Alliance
North Carolina
$678K -$545K -6,002 -45%
JT
578
Jump Trading
Illinois
$676K -$121K -1,332 -16%
CB
579
Community Bank
New York
$674K -$4.72K -52 -0.7%
AT
580
Arden Trust
Delaware
$670K -$363 -4 -0.1%
VF
581
Virtu Financial
New York
$669K -$1.08M -11,921 -63%
MSU
582
Mizuho Securities USA
New York
$656K +$175K +1,931 +38%
Brown Advisory
583
Brown Advisory
Maryland
$654K -$30.7K -338 -5%
MERSOM
584
Municipal Employees' Retirement System of Michigan
Michigan
$649K +$9.08K +100 +1%
CAM
585
Centre Asset Management
New York
$648K +$628K +6,920 New
IA
586
IFP Advisors
Florida
$646K +$624K +6,873 New
EM
587
Excalibur Management
Massachusetts
$644K +$58.8K +647 +10%
FLI
588
Family Legacy Inc
South Carolina
$643K +$383K +4,215 +141%
CHC
589
City Holding Co
West Virginia
$636K – – –
Rafferty Asset Management
590
Rafferty Asset Management
New York
$634K +$266K +2,929 +76%
HAG
591
HighPoint Advisor Group
Illinois
$625K -$63.6K -700 -9%
LIM
592
Leavell Investment Management
Alabama
$624K +$27.2K +300 +5%
PIP
593
Peachtree Investment Partners
Florida
$622K -$197K -2,171 -25%
CTA
594
Colonial Trust Advisors
South Carolina
$622K – – –
SFS
595
Sowell Financial Services
Arkansas
$622K +$602K +6,634 New
SC
596
SouthState Corp
Florida
$618K – – –
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$617K +$29.5K +325 +5%
DIM
598
DC Investments Management
Virginia
$615K -$54.9K -605 -8%
TCOT
599
Trust Company of Toledo
Ohio
$611K -$182 -2 -0%
AA
600
Ancora Advisors
Ohio
$609K +$590K +6,502 New
22 23
24
25 26

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.