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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
KTC
1051
Kistler-Tiffany Companies
Pennsylvania
$40K
WEC
1052
Winslow Evans & Crocker
Massachusetts
$40K
EWM
1053
Endurance Wealth Management
Rhode Island
$39K +$1.8K +19 +4%
MPWT
1054
MassMutual Private Wealth & Trust
Connecticut
$38K -$218K -2,304 -83%
BAMG
1055
Brand Asset Management Group
Missouri
$37K +$284 +3 +0.6%
BL
1056
Balentine LLC
Georgia
$36K +$25.2K +266 +149%
CPA
1057
Cowen Prime Advisors
New York
$36K +$42.5K +450 New
WPA
1058
West Paces Advisors
Georgia
$35.4K -$4.44K -47 -10%
BWM
1059
Baystate Wealth Management
Massachusetts
$35K -$8.6K -91 -17%
TFO
1060
Tarbox Family Office
California
$34K -$2.17K -23 -5%
SL
1061
Salomon & Ludwin
Virginia
$34K
AF
1062
Arrow Financial
New York
$33K -$14.2K -150 -27%
CBT
1063
Central Bank & Trust
Kentucky
$32K
MF
1064
Manchester Financial
California
$31K -$15.8K -167 -30%
TC
1065
Trust Company
Kansas
$31K -$2.93K -31 -7%
NC
1066
NewSquare Capital
Pennsylvania
$30K -$9.46K -100 -21%
GFPC
1067
Global Financial Private Client
Florida
$29.8K
ADL
1068
Asset Dedication LLC
California
$29K -$3.59K -38 -10%
FFW
1069
Fusion Family Wealth
New York
$28K
CAGAS
1070
Capital Advisory Group Advisory Services
Minnesota
$28K +$32.2K +341 New
CFO
1071
CVA Family Office
Colorado
$28K +$32.8K +347 New
FWM
1072
Focused Wealth Management
New York
$27K
SWA
1073
Sutton Wealth Advisors
Florida
$26.6K -$29.8K -315 -49%
EWP
1074
Engrave Wealth Partners
Texas
$26K
IAS
1075
IMA Advisory Services
Colorado
$25K -$2.46K -26 -8%

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.