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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
DJSG
651
D.J. St. Germain
Massachusetts
$465K -$8.62K -100 -2%
LA
652
Lynch & Associates
Indiana
$465K +$22K +255 +5%
GHAM
653
Gilman Hill Asset Management
Connecticut
$464K
ABTD
654
Arvest Bank Trust Division
Oklahoma
$463K
Bessemer Group
655
Bessemer Group
New Jersey
$461K -$19.5K -226 -4%
PA
656
Parallel Advisors
California
$461K +$89.9K +1,043 +25%
DWA
657
Douglass Winthrop Advisors
New York
$459K
MA
658
MUFG Americas
New York
$459K +$7.67K +89 +2%
IWM
659
IHT Wealth Management
Illinois
$459K +$110K +1,272 +32%
CCM
660
Cadence Capital Management
Massachusetts
$458K -$104K -1,205 -19%
CCM
661
Crossvault Capital Management
Texas
$458K
QCM
662
Quantinno Capital Management
New York
$457K -$80.8K -938 -15%
FM
663
Foster & Motley
Ohio
$457K -$31.8K -369 -7%
BFA
664
Brendel Financial Advisors
New Hampshire
$457K
EWM
665
Empirical Wealth Management
Washington
$456K +$446K +5,177 New
CIC
666
Carnegie Investment Counsel
Ohio
$452K
ASN
667
Advisory Services Network
Georgia
$452K +$90.8K +1,054 +26%
PHK
668
Point72 Hong Kong
Hong Kong
$448K -$1.21K -14 -0.3%
LDFR
669
Lehman & Derafelo Financial Resources
Pennsylvania
$446K
MSU
670
Mizuho Securities USA
New York
$446K +$437K +5,069 New
CFA
671
Carroll Financial Associates
North Carolina
$445K +$25.8K +299 +6%
BBL
672
Beck Bode LLC
Massachusetts
$444K -$73.1K -848 -14%
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
$444K -$6.12K -71 -1%
PJSIMP
674
P.J. Schmidt Investment Management (PJS)
Wisconsin
$443K -$3.1K -36 -0.7%
MWM
675
Mission Wealth Management
California
$442K -$9.05K -105 -2%

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.