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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
CI
576
Conning Inc
Connecticut
$638K -$14.3K -151 -2%
WFM
577
Wolff Financial Management
Michigan
$635K
PIA
578
Powell Investment Advisors
Florida
$633K
BBA
579
BLB&B Advisors
Pennsylvania
$630K -$44K -465 -6%
Rafferty Asset Management
580
Rafferty Asset Management
New York
$628K +$282K +2,985 +61%
FSA
581
Franklin Street Advisors
North Carolina
$622K
FLPIM
582
F.L. Putnam Investment Management
Massachusetts
$621K +$159K +1,681 +28%
FMC
583
First Merchants Corp
Indiana
$618K +$16.2K +171 +2%
SFS
584
Sowell Financial Services
Arkansas
$615K -$371K -3,919 -34%
TRCT
585
Tower Research Capital (TRC)
New York
$613K +$724K +7,655 New
PGAM
586
Princeton Global Asset Management
New Jersey
$609K -$33.9K -359 -5%
CC
587
Chicago Capital
Illinois
$607K -$35K -370 -5%
BO
588
Bank OZK
Arkansas
$606K
GSWM
589
Golden State Wealth Management
California
$606K +$717K +7,581 New
IMRF
590
Illinois Municipal Retirement Fund
Illinois
$605K -$663K -7,012 -48%
IAA
591
Independent Advisor Alliance
North Carolina
$605K -$8.51K -90 -1%
OFS
592
Orrstown Financial Services
Pennsylvania
$599K +$19.4K +205 +3%
BCM
593
Birmingham Capital Management
Alabama
$597K -$37.8K -400 -5%
B
594
Barings
North Carolina
$582K +$51.5K +545 +8%
IFWM
595
Institute for Wealth Management
Colorado
$574K +$27.7K +293 +4%
BAMF
596
BI Asset Management Fondsmaeglerselskab
Denmark
$574K +$679K +7,177 New
GCM
597
Gables Capital Management
Florida
$573K +$189K +2,000 +39%
HAG
598
HighPoint Advisor Group
Illinois
$572K -$24.7K -261 -4%
CB
599
Community Bank
New York
$571K
CA
600
Calton & Associates
Florida
$570K -$46.6K -493 -6%

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.