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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
AMIM
626
Aull & Monroe Investment Management
Alabama
$511K
NRS
627
Neville Rodie & Shaw
New York
$511K
PCM
628
Parsons Capital Management
Rhode Island
$510K +$21.2K +224 +4%
AG
629
Algert Global
California
$510K +$603K +6,380 New
THWM
630
Taylor Hoffman Wealth Management
Virginia
$508K
GCMG
631
Gyroscope Capital Management Group
Florida
$506K +$37.6K +398 +7%
CCM
632
Cadence Capital Management
Massachusetts
$501K +$113K +1,200 +24%
WSTAM
633
Wilbanks Smith & Thomas Asset Management
Virginia
$500K +$291K +3,081 +97%
PTP
634
Platform Technology Partners
New York
$498K +$81.1K +858 +16%
6M
635
6 Meridian
Kansas
$497K -$10.5K -111 -2%
EWM
636
Empirical Wealth Management
Washington
$497K +$25.5K +270 +5%
AIM
637
Allen Investment Management
New York
$496K +$12.3K +130 +2%
SNT
638
Security National Trust
West Virginia
$496K +$103K +1,087 +21%
GTCM
639
Gyon Technologies Capital Management
New Jersey
$491K -$1.52M -16,030 -72%
ACS
640
Archford Capital Strategies
Illinois
$489K -$219K -2,321 -28%
CCA
641
Checchi Capital Advisers
California
$489K +$11.1K +117 +2%
MWM
642
Mattern Wealth Management
Kansas
$483K +$72K +762 +14%
QCG
643
Quadrant Capital Group
Ohio
$482K +$114K +1,201 +25%
WIA
644
Wealthstreet Investment Advisors
Texas
$479K +$11.8K +125 +2%
GT
645
Glenview Trust
Kentucky
$477K +$123K +1,304 +28%
KA
646
Kovack Advisors
Florida
$476K -$27.7K -293 -5%
DJSG
647
D.J. St. Germain
Massachusetts
$472K -$24.3K -257 -4%
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$471K -$49.6K -525 -8%
ARG
649
Advisory Resource Group
Oklahoma
$468K -$12.2K -129 -2%
TCOT
650
Trust Company of Toledo
Ohio
$467K -$36.9K -390 -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.