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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
WSFS
676
Wilmington Savings Fund Society
Delaware
$439K +$97.7K +1,033 +23%
FHA
677
Flagship Harbor Advisors
Massachusetts
$434K +$1.8K +19 +0.4%
AWM
678
Aberdeen Wealth Management
Illinois
$431K
CHC
679
City Holding Co
West Virginia
$429K -$135K -1,428 -21%
LCM
680
Liberty Capital Management
Michigan
$428K
SMC
681
Smith, Moore & Co
Missouri
$428K +$67.5K +714 +15%
MYIA
682
Mount Yale Investment Advisors
Colorado
$428K +$87.7K +927 +21%
EM
683
Excalibur Management
Massachusetts
$422K -$151K -1,600 -23%
MYAM
684
Meiji Yasuda Asset Management
Japan
$420K -$1.89M -19,940 -79%
RPC
685
Rossmore Private Capital
Connecticut
$420K +$497K +5,257 New
PWW
686
Pettyjohn Wood & White
Virginia
$419K +$95 +1 +0%
DWA
687
Douglass Winthrop Advisors
New York
$417K +$37.8K +400 +8%
GHAM
688
Gilman Hill Asset Management
Connecticut
$416K +$1.89K +20 +0.4%
S
689
SignatureFD
Georgia
$415K +$81.6K +863 +20%
PP
690
Palladium Partners
Virginia
$414K -$105K -1,115 -18%
KFGK
691
Keystone Financial Group (Kentucky)
Kentucky
$414K +$28.5K +301 +6%
LS
692
Livforsakringsbolaget Skandia
Sweden
$414K +$142K +1,500 +41%
CPIA
693
Cornell Pochily Investment Advisors
New York
$412K +$567 +6 +0.1%
LA
694
Lynch & Associates
Indiana
$411K +$189 +2 +0%
ARMT
695
Amica Retiree Medical Trust
Rhode Island
$408K +$208K +2,197 +76%
MWM
696
Mission Wealth Management
California
$406K -$4.63K -49 -1%
Fisher Asset Management
697
Fisher Asset Management
Washington
$406K +$270K +2,851 +128%
CFA
698
Carroll Financial Associates
North Carolina
$403K -$3.78K -40 -0.8%
ONB
699
Old National Bancorp
Indiana
$402K +$13.7K +145 +3%
KFA
700
Krane Funds Advisors
New York
$401K -$70.4K -745 -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.