We are live on ! Find out more
AEP icon

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
RCAG
701
Rehmann Capital Advisory Group
Michigan
$403K +$7.84K +91 +2%
FA
702
FDx Advisors
Illinois
$402K -$433K -5,022 -52%
GCMG
703
Gyroscope Capital Management Group
Florida
$402K +$33.2K +385 +9%
AF
704
Aldebaran Financial
$400K -$10.8K -125 -3%
ALAM
705
Asahi Life Asset Management
Japan
$397K +$389K +4,510 New
FHC
706
First Heartland Consultants
Missouri
$395K +$35.4K +411 +10%
TVWM
707
Tower View Wealth Management
Wisconsin
$393K
ER
708
Enlightenment Research
Florida
$387K -$148K -1,716 -28%
PP
709
PagnatoKarp Partners
Virginia
$386K -$27.5K -319 -7%
CS
710
Cannell & Spears
New York
$383K
FIM
711
Fruth Investment Management
Texas
$380K
Cerity Partners
712
Cerity Partners
New York
$380K +$372K +4,315 New
PTC
713
Philadelphia Trust Company
Pennsylvania
$379K +$22.8K +265 +7%
EGA
714
E&G Advisors
Texas
$378K +$41.8K +485 +13%
SOAMC
715
Spirit of America Management Corp
New York
$375K
CCM
716
Crabel Capital Management
California
$375K +$121K +1,409 +49%
OIA
717
OneDigital Investment Advisors
Kansas
$375K +$271K +3,145 +282%
DP
718
Dearborn Partners
Illinois
$372K +$26.8K +311 +8%
CT
719
Cambridge Trust
Massachusetts
$370K
CSIC
720
Clifford Swan Investment Counsel
California
$370K
FHB
721
First Hawaiian Bank
Hawaii
$370K +$6.46K +75 +2%
BHWM
722
Bar Harbor Wealth Management
New Hampshire
$368K
FDS
723
First Dallas Securities
Texas
$367K
PIM
724
Penobscot Investment Management
Massachusetts
$367K +$17.2K +200 +5%
ZIC
725
ZWJ Investment Counsel
Georgia
$367K +$30.4K +353 +9%

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.