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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
PHK
826
Point72 Hong Kong
Hong Kong
$263K -$884K -9,347 -74%
IWS
827
Insight Wealth Strategies
California
$263K +$311K +3,294 New
CC
828
Cognios Capital
Kansas
$262K -$144K -1,523 -32%
DAM
829
Delta Asset Management
Tennessee
$262K -$70.4K -745 -19%
BWL
830
Bogart Wealth LLC
Virginia
$261K -$2.55K -27 -0.8%
GLLW
831
Graves Light Lenhart Wealth
Virginia
$261K
ABTD
832
Arvest Bank Trust Division
Oklahoma
$260K -$189K -2,000 -38%
JIC
833
Joel Isaacson & Co
New York
$259K -$9.27K -98 -3%
PWS
834
Private Wealth Strategies
Ohio
$259K +$1.32K +14 +0.4%
EH
835
Equitable Holdings
New York
$257K +$35.5K +375 +13%
CAAS
836
Capital Asset Advisory Services
Michigan
$255K -$78.3K -828 -20%
Cerity Partners
837
Cerity Partners
New York
$255K -$65.9K -697 -18%
NFG
838
Nations Financial Group
Iowa
$255K -$7.94K -84 -3%
FANJ
839
Financial Architects (New Jersey)
New Jersey
$255K +$19.2K +203 +7%
First Manhattan
840
First Manhattan
New York
$254K -$39.3K -416 -12%
MCG
841
McCollum Christoferson Group
New York
$254K +$300K +3,172 New
PPP
842
Private Portfolio Partners
New Jersey
$253K -$161K -1,698 -35%
FI
843
FormulaFolio Investments
Michigan
$252K -$61.1K -646 -17%
IBOK
844
Independence Bank of Kentucky
Kentucky
$252K -$47.3K -500 -14%
Los Angeles Capital Management
845
Los Angeles Capital Management
California
$252K -$18.9K -200 -6%
MCM
846
Manchester Capital Management
Vermont
$252K
HFA
847
Huber Financial Advisors
Illinois
$252K +$9.46K +100 +3%
PWM
848
Perigon Wealth Management
California
$252K +$35.9K +380 +15%
AIM
849
Anchor Investment Management
South Carolina
$251K +$1.32K +14 +0.4%
Lido Advisors
850
Lido Advisors
California
$251K -$129K -1,366 -30%

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.