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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
THWM
601
Taylor Hoffman Wealth Management
Virginia
$559K
6M
602
6 Meridian
Kansas
$559K +$9.57K +111 +2%
APP
603
Avantax Planning Partners
Iowa
$557K +$2.41K +28 +0.5%
ZCA
604
Zeke Capital Advisors
Pennsylvania
$554K +$60.7K +704 +13%
BRWA
605
B. Riley Wealth Advisors
Florida
$554K +$99.6K +1,155 +22%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$551K +$71.2K +826 +15%
SSB
607
Sandy Spring Bank
Maryland
$549K -$17.2K -200 -3%
EM
608
Excalibur Management
Massachusetts
$548K +$97K +1,125 +22%
TPWA
609
TRUE Private Wealth Advisors
Oregon
$548K +$137K +1,588 +34%
PTC
610
Private Trust Company
Ohio
$545K -$5.86K -68 -1%
PCM
611
Parsons Capital Management
Rhode Island
$541K
PFS
612
Prospera Financial Services
Texas
$539K +$32.3K +375 +7%
RB
613
Rodgers Brothers
Pennsylvania
$538K -$12.8K -148 -2%
CCA
614
Checchi Capital Advisers
California
$535K -$2.33K -27 -0.4%
AIM
615
Allen Investment Management
New York
$534K
LS
616
Livforsakringsbolaget Skandia
Sweden
$526K +$86.2K +1,000 +20%
ITIM
617
Indiana Trust & Investment Management
Indiana
$524K +$2.84K +33 +0.6%
WAM
618
Wealthspire Advisors (Maryland)
Maryland
$518K -$137K -1,585 -21%
AF
619
Allworth Financial
California
$518K +$35.5K +412 +8%
PP
620
Prudential plc
United Kingdom
$517K -$524K -6,074 -51%
WWM
621
Western Wealth Management
Colorado
$515K -$129K -1,499 -20%
FTIOP
622
Fiduciary Trust International of Pennsylvania
Pennsylvania
$513K -$11.5K -133 -2%
BO
623
Bank OZK
Arkansas
$512K -$28.6K -332 -5%
HFM
624
Hartford Financial Management
Connecticut
$507K -$43.1K -500 -8%
ONB
625
Old National Bancorp
Indiana
$506K -$62.7K -728 -11%

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.