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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
XM
926
XTX Markets
New York
$204K +$241K +2,547 New
PWA
927
Providence Wealth Advisors
Illinois
$203K
ED
928
Exane Derivatives
France
$201K -$209K -2,207 -47%
GGI
929
Godsey & Gibb Inc
Virginia
$201K -$59K -624 -20%
SIM
930
Sonora Investment Management
Arizona
$195K +$15.8K +167 +7%
MAM
931
Meeder Asset Management
Ohio
$193K +$137K +1,448 +149%
BFC
932
Bedel Financial Consulting
Indiana
$192K +$1.23K +13 +0.5%
HB
933
Horizon Bancorp
Indiana
$187K -$538K -5,689 -71%
TCA
934
Tortoise Capital Advisors
Kansas
$186K -$372K -3,937 -63%
TWA
935
TCI Wealth Advisors
Arizona
$185K +$54.7K +578 +33%
HI
936
Human Investing
Oregon
$184K
AF
937
Advisornet Financial
Minnesota
$184K +$11.7K +124 +6%
WB
938
West Bancorporation
Iowa
$183K
ST
939
Smithfield Trust
Pennsylvania
$181K +$28.9K +306 +16%
FCA
940
FinTrust Capital Advisors
South Carolina
$174K -$4.73K -50 -2%
PCFFS
941
Pacific Center for Financial Services
California
$174K
RFA
942
Reilly Financial Advisors
California
$171K
MC
943
Maverick Capital
Texas
$165K +$195K +2,060 New
BFM
944
Boston Financial Management
Massachusetts
$164K -$37.8K -400 -16%
BCWM
945
Bartlett & Co Wealth Management
Ohio
$161K
BC
946
Bartlett & Co
Ohio
$161K +$191K +2,016 New
NIT
947
NumerixS Investment Technologies
British Columbia, Canada
$160K -$642K -6,785 -77%
FA
948
Financial Advantage
Maryland
$159K
PCG
949
Private Capital Group
Connecticut
$152K +$3.4K +36 +2%
JCM
950
Jacobi Capital Management
Pennsylvania
$151K -$2.27K -24 -1%

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.