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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
PWM
651
Peterson Wealth Management
Nevada
$465K -$30K -317 -5%
CAI
652
Capital Advisors Inc
Oklahoma
$465K +$49.2K +520 +10%
AWM
653
Altium Wealth Management
New York
$464K -$946 -10 -0.2%
SSB
654
Sandy Spring Bank
Maryland
$461K -$23.1K -244 -4%
WSCM
655
Wellington Shields Capital Management
New York
$461K +$15.3K +162 +3%
WAM
656
Wealthspire Advisors (Maryland)
Maryland
$456K -$25.7K -272 -5%
IHL
657
Investment House LLC
California
$456K
IA
658
IFP Advisors
Florida
$455K -$82K -867 -13%
BIM
659
Bridges Investment Management
Nebraska
$454K -$313K -3,307 -37%
PIA
660
Pinion Investment Advisors
Kansas
$454K +$49.7K +526 +10%
ALAM
661
Asahi Life Asset Management
Japan
$453K +$535K +5,660 New
CAM
662
Cresset Asset Management
Illinois
$451K +$213K +2,250 +66%
AWA
663
Arete Wealth Advisors
Illinois
$447K +$277K +2,934 +110%
OAM
664
Oppenheimer Asset Management
New York
$446K +$462K +4,884 +704%
APP
665
Avantax Planning Partners
Iowa
$445K -$85.3K -902 -14%
AWCI
666
Alpine Woods Capital Investors
New York
$444K
RCM
667
RNC Capital Management
California
$444K +$525K +5,553 New
DCM
668
Donaldson Capital Management
Indiana
$442K -$70.9K -750 -12%
SSA
669
South Street Advisors
New York
$441K
PTC
670
Private Trust Company
Ohio
$440K -$51.3K -543 -9%
AP
671
Atwood & Palmer
Missouri
$440K -$14.2K -150 -3%
CK
672
Cohen Klingenstein
New York
$440K
BBVA
673
Banco Bilbao Vizcaya Argentaria
Spain
$439K -$1.84M -19,429 -78%
CIC
674
Carnegie Investment Counsel
Ohio
$439K +$95 +1 +0%
MA
675
MUFG Americas
New York
$439K +$58.4K +618 +13%

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.