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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
SIC
676
Salem Investment Counselors
North Carolina
$440K
NPP
677
New Potomac Partners
Maryland
$439K
CA
678
Calton & Associates
Florida
$438K +$117K +1,352 +37%
ED
679
Exane Derivatives
France
$435K +$426K +4,944 New
DSC
680
Duncker Streett & Co
Missouri
$433K -$7.41K -86 -2%
SBWM
681
Sunflower Bank Wealth Management
Arizona
$431K -$85.3K -990 -17%
PPP
682
Private Portfolio Partners
New Jersey
$431K +$29.2K +339 +7%
WG
683
Welch Group
Alabama
$430K -$51.9K -602 -11%
FCI
684
Financial Counselors Inc
Kansas
$427K -$7.76K -90 -2%
MRCM
685
M&R Capital Management
New Jersey
$426K
SMG
686
Smart Money Group
Texas
$424K +$3.1K +36 +0.8%
CCFCSB
687
Cape Cod Five Cents Savings Bank
Massachusetts
$424K +$32K +371 +8%
FHA
688
Flagship Harbor Advisors
Massachusetts
$422K +$35K +406 +9%
DCM
689
Donaldson Capital Management
Indiana
$422K +$414K +4,799 New
CA
690
Clearstead Advisors
Ohio
$418K -$38.5K -447 -9%
KWM
691
Kingsview Wealth Management
Oregon
$416K +$50.3K +584 +14%
GBT
692
Grove Bank & Trust
Florida
$410K -$33.8K -392 -8%
MBTD
693
Mechanics Bank - Trust Department
California
$409K -$3.45K -40 -0.9%
KFA
694
Kays Financial Advisory
Georgia
$409K +$259 +3 +0.1%
AHB
695
Abner Herrman & Brock
New Jersey
$408K -$3.53K -41 -0.9%
ECM
696
ETrade Capital Management
Virginia
$407K -$450K -5,225 -53%
MC
697
Mathes Company
New York
$407K
IFS
698
Ifrah Financial Services
Arkansas
$406K +$86 +1 +0%
FAIM
699
Financial Advocates Investment Management
Washington
$405K +$5.69K +66 +1%
FG
700
Fiduciary Group
Georgia
$403K

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.