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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
CGL
801
Clarius Group LLC
Washington
$283K +$277K +3,215 New
SWM
802
Shakespeare Wealth Management
Wisconsin
$283K +$278K +3,221 New
ISL
803
Ingalls & Snyder LLC
New York
$279K -$6.03K -70 -2%
WP
804
WealthSource Partners
California
$279K +$274K +3,174 New
JIP
805
Jaffetilchin Investment Partners
Florida
$278K -$397K -4,604 -59%
HCM
806
Hall Capital Management
Rhode Island
$278K +$28.9K +335 +12%
SAM
807
Strategy Asset Managers
California
$278K +$192K +2,230 +241%
AIP
808
Ahrens Investment Partners
Louisiana
$276K
AWA
809
Arete Wealth Advisors
Illinois
$276K +$4.05K +47 +2%
PFSC
810
Peoples Financial Services Corp
Pennsylvania
$276K +$9.05K +105 +3%
AIM
811
Anchor Investment Management
South Carolina
$275K
AW
812
ACG Wealth
Georgia
$274K -$26.5K -308 -9%
TCOV
813
Trust Company of Vermont
Vermont
$274K
CFG
814
Citizens Financial Group
Rhode Island
$270K
IIC
815
Ironwood Investment Counsel
Arizona
$270K +$6.46K +75 +3%
HFA
816
Huber Financial Advisors
Illinois
$268K -$10.3K -119 -4%
PAA
817
Peregrine Asset Advisers
Oregon
$268K
TIA
818
Tiemann Investment Advisors
California
$268K
PWAP
819
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$266K
PFM
820
Parsec Financial Management
North Carolina
$265K -$37.1K -430 -12%
MFG
821
Magnus Financial Group
New York
$265K +$259 +3 +0.1%
CBT
822
Capital Bank & Trust
California
$264K
WKWM
823
Walter & Keenan Wealth Management
Indiana
$264K
SS
824
Sunbelt Securities
Texas
$264K +$86 +1 +0%
VFA
825
Valeo Financial Advisors
Indiana
$264K +$15.7K +182 +6%

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.