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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
NSB
1126
Norway Savings Bank
Maine
$6K +$7.56K +80 New
LFG
1127
Larson Financial Group
Missouri
$5K -$2.27K -24 -29%
ATC
1128
Adirondack Trust Company
New York
$4K
EW
1129
Evoke Wealth
California
$3.3K -$10.3K -109 -73%
SWM
1130
Selective Wealth Management
Virginia
$3K
SL
1131
Savior LLC
Massachusetts
$3K +$1.04K +11 +35%
CCT
1132
Capital City Trust
Florida
$2.8K +$139K +1,473 +4%
IWP
1133
IAG Wealth Partners
Wisconsin
$2K
AA
1134
AlphaMark Advisors
Kentucky
$2K +$2.17K +23 New
GEA
1135
Glen Eagle Advisors
New Jersey
$1.28K
Fidelity International
1136
Fidelity International
Bermuda
$1K -$1.89K -20 -74%
GFPC
1137
Global Financial Private Capital
Florida
$1K -$1.42K -15 -60%
ETC
1138
Exchange Traded Concepts
Oklahoma
$1K +$473 +5 +71%
TC
1139
Truvestments Capital
Florida
$1K +$1.42K +15 New
WA
1140
WBH Advisory
Maryland
$616 -$2.17K -23 -0.3%
WIM
1141
Westside Investment Management
California
$98 +$117K +1,236 New
TI
1142
tru Independence
Oregon
$65
CC
1143
Carlson Capital
Texas
-$49.3M -521,537 Closed
LC
1144
LNZ Capital
New York
-$23M -243,700 Closed
BC
1145
Blackstart Capital
New York
-$15M -158,284 Closed
TC
1146
Teilinger Capital
Texas
-$10.6M -112,000 Closed
AIM
1147
Achmea Investment Management
Netherlands
-$8.82M -93,369 Closed
CCM
1148
Cinctive Capital Management
New York
-$7.67M -81,170 Closed
SFI
1149
Susquehanna Fundamental Investments
Pennsylvania
-$7.41M -78,400 Closed
FAF
1150
Första AP-fonden
Sweden
-$6.16M -65,202 Closed

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.