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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
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$570K +$73.4K +776 +12%
MERSOM
602
Municipal Employees' Retirement System of Michigan
Michigan
$566K +$7.56K +80 +1%
RCG
603
Ruane, Cunniff & Goldfarb
New York
$565K -$173K -1,829 -21%
IWC
604
Integrated Wealth Concepts
Massachusetts
$563K +$52.5K +555 +9%
SFA
605
Sequoia Financial Advisors
Ohio
$557K +$69.4K +734 +12%
MAFM
606
Mid Atlantic Financial Management
Pennsylvania
$553K -$12.5K -132 -2%
JWS
607
Juncture Wealth Strategies
Arizona
$552K +$37.8K +400 +6%
PG
608
Pendal Group
Australia
$550K -$4.59M -48,593 -88%
PA
609
Procyon Advisors
Connecticut
$547K -$38K -402 -6%
DIM
610
DC Investments Management
Virginia
$546K +$60.1K +636 +10%
KWM
611
Keebeck Wealth Management
Illinois
$545K
EHC
612
Everett Harris & Co
California
$543K -$37.8K -400 -6%
PPW
613
Parcion Private Wealth
Washington
$537K +$4.35K +46 +0.7%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K -$217K -2,290 -26%
AT
615
Arden Trust
Delaware
$532K -$36.4K -385 -5%
KIA
616
KCM Investment Advisors
California
$532K +$107K +1,130 +20%
CTA
617
Colonial Trust Advisors
South Carolina
$531K
SC
618
SouthState Corp
Florida
$529K
FFN
619
Focus Financial Network
Minnesota
$529K +$79.6K +842 +15%
AA
620
Ancora Advisors
Ohio
$526K +$13.5K +143 +2%
ASN
621
Advisory Services Network
Georgia
$526K +$28.9K +306 +5%
WG
622
Welch Group
Alabama
$524K +$157K +1,665 +34%
LIM
623
Leavell Investment Management
Alabama
$522K
AF
624
Allworth Financial
California
$513K +$1.42K +15 +0.2%
PA
625
Parallel Advisors
California
$512K +$59.9K +633 +11%

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.