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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
WQ
951
Wealth Quarterback
New Jersey
$150K -$2.74M -28,951 -94%
SBSB
952
Sullivan, Bruyette, Speros & Blaney
Virginia
$150K +$30.7K +325 +21%
OSNBOA
953
Old Second National Bank of Aurora
Illinois
$144K +$26.2K +277 +18%
M
954
MOTCO
Texas
$140K +$4.44K +47 +3%
CWM
955
Cranbrook Wealth Management
Michigan
$137K
JGIA
956
Jackson Grant Investment Advisers
Connecticut
$137K +$851 +9 +0.5%
ZB
957
Zions Bancorporation
Utah
$135K
MHR
958
Matthew Hamilton Rosenberg
$134K +$158K +1,666 New
AIL
959
AGF Investments LLC
Ontario, Canada
$133K -$8.23K -87 -5%
AS
960
Altshuler Shaham
Israel
$132K -$1.39M -14,660 -90%
WCM
961
Wealthcare Capital Management
Virginia
$131K -$3.78K -40 -2%
TF
962
TimeScale Financial
Massachusetts
$131K
KPW
963
Kore Private Wealth
New York
$130K
OIA
964
Optimum Investment Advisors
Illinois
$130K
CAM
965
CenterStar Asset Management
Illinois
$129K
CAC
966
Certified Advisory Corp
Florida
$128K +$189 +2 +0.1%
PB
967
Pinnacle Bancorp
Nebraska
$127K
HWA
968
Heritage Wealth Advisors
Virginia
$123K
PCTC
969
Perkins Coie Trust Company
Washington
$117K +$1.23K +13 +0.9%
FPFS
970
First Personal Financial Services
North Carolina
$115K +$133K +1,404 +3,600%
HIA
971
Harbor Investment Advisory
Maryland
$114K -$26.6K -281 -16%
SWM
972
Sugarloaf Wealth Management
Georgia
$113K -$17.6K -186 -12%
KFI
973
Key Financial Inc
Pennsylvania
$113K +$128K +1,351 New
BCM
974
Blume Capital Management
California
$112K
CIA
975
CSat Investment Advisory
Michigan
$112K +$15K +159 +13%

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.