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
CG
601
Colony Group
Massachusetts
$607K +$3.63K +40 +0.6%
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$601K -$43.6K -480 -7%
SMC
603
Smith, Moore & Co
Missouri
$601K -$12.2K -134 -2%
AMIM
604
Aull & Monroe Investment Management
Alabama
$598K – – –
NRS
605
Neville Rodie & Shaw
New York
$598K – – –
THWM
606
Taylor Hoffman Wealth Management
Virginia
$595K – – –
FHA
607
First Horizon Advisors
Tennessee
$593K -$81.3K -895 -12%
PP
608
Palladium Partners
Virginia
$582K +$167K +1,838 +29%
KA
609
Kovack Advisors
Florida
$581K -$30.9K -340 -5%
APP
610
Avantax Planning Partners
Iowa
$580K +$272 +3 +0%
PCM
611
Parsons Capital Management
Rhode Island
$580K +$3.54K +39 +0.6%
NIM
612
NuWave Investment Management
New Jersey
$577K -$159K -1,751 -22%
CC
613
Cognios Capital
Kansas
$577K +$560K +6,169 New
PFS
614
Prospera Financial Services
Texas
$576K +$4.72K +52 +0.9%
SSB
615
Sandy Spring Bank
Maryland
$571K -$13.2K -145 -2%
PGAM
616
Princeton Global Asset Management
New Jersey
$570K -$69.6K -766 -11%
6M
617
6 Meridian
Kansas
$570K -$24.9K -274 -4%
AIM
618
Allen Investment Management
New York
$568K – – –
AAS
619
Avantax Advisory Services
Texas
$565K +$60.1K +662 +12%
PTC
620
Private Trust Company
Ohio
$563K -$16.9K -186 -3%
CCA
621
Checchi Capital Advisers
California
$562K -$7.63K -84 -1%
ARG
622
Advisory Resource Group
Oklahoma
$560K -$51.4K -566 -9%
LS
623
Livforsakringsbolaget Skandia
Sweden
$560K – – –
WAM
624
Wealthspire Advisors (Maryland)
Maryland
$554K +$2.54K +28 +0.5%
AF
625
Allworth Financial
California
$553K +$1.09K +12 +0.2%
23 24
25
26 27

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.