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American Electric Power

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: 1,1221,130 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1414 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
651
Brookstone Capital Management
Illinois
$498K +$117K +1,293 +32%
CPIA
652
Cornell Pochily Investment Advisors
New York
$497K -$105K -1,157 -18%
ITIM
653
Indiana Trust & Investment Management
Indiana
$496K -$60.8K -670 -11%
DJSG
654
D.J. St. Germain
Massachusetts
$494K -$999 -11 -0.2%
GHAM
655
Gilman Hill Asset Management
Connecticut
$494K
CCM
656
Cadence Capital Management
Massachusetts
$494K +$5.81K +64 +1%
GCA
657
Gideon Capital Advisors
New York
$492K -$6.87M -75,664 -94%
FM
658
Foster & Motley
Ohio
$491K +$4.54K +50 +1%
AG
659
AlphaSimPlex Group
Massachusetts
$489K +$474K +5,223 New
CCM
660
Crossvault Capital Management
Texas
$487K
NP
661
Ninepoint Partners
Ontario, Canada
$487K +$472K +5,198 New
CFA
662
Carroll Financial Associates
North Carolina
$486K +$11.6K +128 +3%
KWM
663
Kingsview Wealth Management
Oregon
$485K +$40.3K +444 +9%
NIT
664
NumerixS Investment Technologies
British Columbia, Canada
$483K -$124K -1,366 -21%
GCMG
665
Gyroscope Capital Management Group
Florida
$483K +$67.8K +747 +17%
LA
666
Lynch & Associates
Indiana
$482K -$12.5K -138 -3%
CIC
667
Carnegie Investment Counsel
Ohio
$482K +$91 +1 +0%
GFP
668
Gryphon Financial Partners
Ohio
$482K +$467K +5,147 New
MA
669
MUFG Americas
New York
$480K -$8.36K -92 -2%
ONB
670
Old National Bancorp
Indiana
$479K -$58.6K -645 -11%
HH
671
Hilltop Holdings
Texas
$479K -$38.6K -425 -8%
TTWM
672
TCV Trust & Wealth Management
Virginia
$478K -$23.3K -257 -5%
SNT
673
Security National Trust
West Virginia
$472K -$43.6K -480 -9%
PJSIMP
674
P.J. Schmidt Investment Management (PJS)
Wisconsin
$472K
BFA
675
Brendel Financial Advisors
New Hampshire
$471K -$14.7K -162 -3%

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.