We are live on ! Find out more
AEP icon

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
WLPWM
1026
Walled Lake Planning & Wealth Management
Illinois
$60K +$378 +4 +0.5%
1IA
1027
1834 Investment Advisors
Wisconsin
$59K
EWM
1028
EPG Wealth Management
Georgia
$59K +$42.6K +451 +157%
AAP
1029
Arax Advisory Partners
Colorado
$57K -$66.2K -700 -50%
DOA
1030
D'Orazio & Associates
Virginia
$57K -$4.63K -49 -6%
FFC
1031
First Financial Corp
Indiana
$57K
RAM
1032
Riggs Asset Management
Pennsylvania
$57K
PMFA
1033
Plante Moran Financial Advisors
Michigan
$56K -$2.27K -24 -3%
APWM
1034
Atlas Private Wealth Management
New York
$56K
FC
1035
FORA Capital
Florida
$53K -$3.84M -40,584 -98%
PWMG
1036
Prestige Wealth Management Group
New Jersey
$53K +$23.7K +251 +61%
AFIA
1037
America First Investment Advisors
Nebraska
$52K
VNA
1038
Valley National Advisers
Pennsylvania
$51K +$20K +212 +50%
VCM
1039
Versant Capital Management
Arizona
$49K -$6.15K -65 -10%
LWA
1040
Lowe Wealth Advisors
Maryland
$49K
ACA
1041
Atlas Capital Advisors
Wyoming
$48.3K
SFSIG
1042
San Francisco Sentry Investment Group
California
$48K -$29.2K -309 -34%
LC
1043
Lindbrook Capital
California
$47K -$7.19K -76 -12%
BWA
1044
Burt Wealth Advisors
Maryland
$47K
HI
1045
Hudock Inc
Pennsylvania
$44K +$95 +1 +0.2%
BCA
1046
Berman Capital Advisors
Georgia
$42K +$23.4K +247 +88%
CAN
1047
Claraphi Advisory Network
United States
$42K +$49.8K +527 New
CB
1048
CNB Bank
Pennsylvania
$41K -$10.9K -115 -18%
LWS
1049
Lucia Wealth Services
California
$41K
GAM
1050
Gemmer Asset Management
California
$40K

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.