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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
IFS
701
Ifrah Financial Services
Arkansas
$431K -$636 -7 -0.2%
NEI
702
Northwest & Ethical Investments
Ontario, Canada
$431K -$2.5M -27,518 -86%
RB
703
Rodgers Brothers
Pennsylvania
$430K -$139K -1,527 -25%
FG
704
Fiduciary Group
Georgia
$429K
FBB
705
Fulton Breakefield Broenniman
Maryland
$426K +$413K +4,550 New
AF
706
Aldebaran Financial
$424K
WSFS
707
Wilmington Savings Fund Society
Delaware
$421K -$93.1K -1,025 -19%
AHB
708
Abner Herrman & Brock
New Jersey
$418K -$16.3K -180 -4%
TVWM
709
Tower View Wealth Management
Wisconsin
$418K
RCAG
710
Rehmann Capital Advisory Group
Michigan
$417K -$11.1K -122 -3%
BBL
711
Beck Bode LLC
Massachusetts
$415K -$55.8K -614 -12%
CCFCSB
712
Cape Cod Five Cents Savings Bank
Massachusetts
$414K -$35.5K -391 -8%
SSA
713
Schonfeld Strategic Advisors
New York
$411K -$1.12M -12,331 -74%
PP
714
PagnatoKarp Partners
Virginia
$411K
FLPIM
715
F.L. Putnam Investment Management
Massachusetts
$411K +$126K +1,392 +47%
CS
716
Cannell & Spears
New York
$408K
BAM
717
Belpointe Asset Management
Nevada
$407K +$17.5K +193 +5%
EGA
718
E&G Advisors
Texas
$403K
SOAMC
719
Spirit of America Management Corp
New York
$400K
MCP
720
Mirador Capital Partners
California
$400K +$22.1K +243 +6%
QCM
721
Quantinno Capital Management
New York
$399K -$85.2K -938 -18%
ZIC
722
ZWJ Investment Counsel
Georgia
$399K +$8.63K +95 +2%
FHC
723
First Heartland Consultants
Missouri
$398K -$22.6K -249 -6%
CT
724
Cambridge Trust
Massachusetts
$393K
FHB
725
First Hawaiian Bank
Hawaii
$392K -$1.36K -15 -0.4%

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.