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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
JWA
1001
JFS Wealth Advisors
Pennsylvania
$78K +$662 +7 +0.7%
SCA
1002
Stonebridge Capital Advisors
Minnesota
$77K
FBT
1003
First Bank & Trust
South Dakota
$76K -$29.4K -311 -25%
OC
1004
Oakworth Capital
Alabama
$73K
PFBT
1005
Parkside Financial Bank & Trust
Missouri
$73K +$8.23K +87 +11%
DI
1006
Disciplined Investments
Oklahoma
$73K +$74.5K +788 +646%
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K -$10.4K -110 -11%
CCMW
1008
Cypress Capital Management (Wyoming)
Wyoming
$72K
CIM
1009
Centersquare Investment Management
Pennsylvania
$71K -$50.1K -530 -37%
VCM
1010
Vigilant Capital Management
Maine
$71K -$37.8K -400 -31%
FCB
1011
First Command Bank
Texas
$71K -$36.5K -386 -30%
FCFS
1012
First Command Financial Services
Texas
$71K -$36.5K -386 -30%
KPCM
1013
Kings Point Capital Management
New York
$71K
RDWM
1014
Red Door Wealth Management
Tennessee
$71K +$84.6K +895 New
AWA
1015
Arkadios Wealth Advisors
Georgia
$71K -$5.39K -57 -6%
CI
1016
CX Institutional
Indiana
$67K -$24.8K -262 -24%
LFG
1017
LifePlan Financial Group
Ohio
$66K
GWS
1018
Glassman Wealth Services
Virginia
$65K +$36.3K +384 +90%
LF
1019
Lee Financial
Texas
$64K
LWM
1020
Liberty Wealth Management
California
$63K
QAM
1021
QCI Asset Management
New York
$62K -$4.25K -45 -5%
GAM
1022
GQ Asset Management
New York
$61K +$71.9K +760 New
OSAM
1023
O'Shaughnessy Asset Management
Connecticut
$60K -$56.7K -600 -44%
HWM
1024
Holloway Wealth Management
Florida
$60K
TI
1025
Truehand Inc
New Hampshire
$60K

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.