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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
QSS
1151
Quantitative Systematic Strategies
Florida
-$6.02M -63,680 Closed
RIA
1152
Regal Investment Advisors
Michigan
-$5.84M -61,759 Closed
KFP
1153
Keystone Financial Planning
Ohio
-$5.65M -59,739 Closed
Pacer Advisors
1154
Pacer Advisors
Pennsylvania
-$5.26M -55,675 Closed
TI
1155
Trexquant Investment
Connecticut
-$4.83M -51,145 Closed
SEC
1156
Seven Eight Capital
New York
-$3.66M -38,691 Closed
VAG
1157
VisionPoint Advisory Group
Texas
-$2.77M -29,330 Closed
Nomura Holdings
1158
Nomura Holdings
Japan
-$2.67M -28,267 Closed
Walleye Capital
1159
Walleye Capital
New York
-$1.82M -19,220 Closed
LFGH
1160
Lee Financial Group Hawaii
Hawaii
-$1.6M -16,887 Closed
BCM
1161
Bluefin Capital Management
New York
-$1.24M -13,068 Closed
Holocene Advisors
1162
Holocene Advisors
New York
-$1.23M -13,038 Closed
TCM
1163
Teza Capital Management
Illinois
-$1.12M -11,865 Closed
GIA
1164
Granite Investment Advisors
New Hampshire
-$1.1M -11,635 Closed
Verition Fund Management
1165
Verition Fund Management
Connecticut
-$880K -9,312 Closed
Balyasny Asset Management
1166
Balyasny Asset Management
Illinois
-$798K -8,445 Closed
AI
1167
AdvisorShares Investments
Maryland
-$773K -8,183 Closed
DWA
1168
Dorsey Wright & Associates
California
-$773K -8,183 Closed
MME
1169
Meag Munich Ergo
Germany
-$713K -7,582 Closed
NVCHI
1170
New Vernon Capital Holdings II
New Jersey
-$690K -7,304 Closed
HIS
1171
Horizon Investment Services
Indiana
-$666K -7,042 Closed
ZCA
1172
Zeke Capital Advisors
Pennsylvania
-$663K -7,016 Closed
BAM
1173
Blueshift Asset Management
New Jersey
-$621K -6,572 Closed
MFG
1174
Menard Financial Group
Texas
-$599K -6,340 Closed
CCM
1175
Crabel Capital Management
California
-$585K -6,191 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.