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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
SIC
701
Salem Investment Counselors
North Carolina
$400K
LA
702
LexAurum Advisors
Kansas
$398K +$79.9K +845 +20%
GRP
703
Global Retirement Partners
California
$398K +$380K +4,021 +423%
BRWM
704
B. Riley Wealth Management
Tennessee
$397K +$469K +4,965 New
RB
705
Rodgers Brothers
Pennsylvania
$395K -$9.27K -98 -2%
PJSIMP
706
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K
TC
707
TwinBeech Capital
New York
$395K +$35.4K +374 +8%
AIM
708
Aigen Investment Management
New York
$395K +$178K +1,880 +62%
SMG
709
Smart Money Group
Texas
$394K +$3.59K +38 +0.8%
BFA
710
Brendel Financial Advisors
New Hampshire
$393K
ITIM
711
Indiana Trust & Investment Management
Indiana
$392K -$23K -243 -5%
FM
712
Foster & Motley
Ohio
$391K -$30.1K -318 -6%
FNBSF
713
First National Bank Sioux Falls
South Dakota
$390K
9WM
714
9258 Wealth Management
Ohio
$388K -$76.8K -812 -15%
BFEC
715
Benjamin F. Edwards & Company
Missouri
$388K -$71.6K -757 -13%
PFS
716
Prospera Financial Services
Texas
$386K -$679K -7,182 -60%
LDFR
717
Lehman & Derafelo Financial Resources
Pennsylvania
$382K -$17.7K -187 -4%
NP
718
Ninepoint Partners
Ontario, Canada
$380K -$27.3K -289 -6%
MSA
719
Marino Stram & Associates
Massachusetts
$375K +$59.4K +628 +15%
MCP
720
Mirador Capital Partners
California
$374K +$19.6K +207 +5%
CTI
721
Community Trust & Investment
Kentucky
$373K +$9.46K +100 +2%
AWA
722
ARS Wealth Advisors
Florida
$372K +$97.4K +1,030 +28%
TTWM
723
TCV Trust & Wealth Management
Virginia
$371K -$16.5K -175 -4%
B
724
Bellecapital
Switzerland
$371K +$34.9K +369 +9%
MC
725
Mathes Company
New York
$370K

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.