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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
PFSC
851
Peoples Financial Services Corp
Pennsylvania
$251K
Fayez Sarofim & Co
852
Fayez Sarofim & Co
Texas
$250K -$18K -190 -6%
GVAG
853
Great Valley Advisor Group
Delaware
$249K -$42.7K -452 -13%
BFM
854
Boothbay Fund Management
New York
$248K -$537K -5,678 -65%
BAM
855
Belpointe Asset Management
Nevada
$248K -$360K -3,808 -55%
BWP
856
Bernardo Wealth Planning
Pennsylvania
$248K -$69.2K -732 -19%
LBC
857
Lowe Brockenbrough & Co
Virginia
$248K -$2.36K -25 -0.8%
FMP
858
Financial Management Professionals
Texas
$246K
IIC
859
Ironwood Investment Counsel
Arizona
$245K
MFG
860
Magnus Financial Group
New York
$245K +$756 +8 +0.3%
WTB
861
Washington Trust Bank
Washington
$245K +$7.19K +76 +3%
VFA
862
Valeo Financial Advisors
Indiana
$245K +$36.8K +389 +16%
BFC
863
Blue Fin Capital
Rhode Island
$243K -$47.3K -500 -14%
PAA
864
Peregrine Asset Advisers
Oregon
$243K
PWP
865
Principle Wealth Partners
Connecticut
$243K
TIA
866
Tiemann Investment Advisors
California
$243K
TU
867
TDAM USA
Ontario, Canada
$242K +$7.47K +79 +3%
PFM
868
Parsec Financial Management
North Carolina
$241K
MCWS
869
McKinley Carter Wealth Services
West Virginia
$240K -$473 -5 -0.2%
SOAMC
870
Spirit of America Management Corp
New York
$240K +$9.46K +100 +3%
AIM
871
AIA Investment Management
Singapore
$239K
WCM
872
WealthBridge Capital Management
Ohio
$239K +$283K +2,993 New
FB
873
Fulton Bank
Pennsylvania
$237K -$21.5K -227 -7%
AW
874
Alpha Windward
Massachusetts
$236K -$15.3K -162 -5%
CT
875
Clearstead Trust
Maine
$236K

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.