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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
CWM
1176
Cordatus Wealth Management
Pennsylvania
-$583K -6,171 Closed
OI
1177
Oakbrook Investments
Illinois
-$556K -5,885 Closed
SSG
1178
Summit Securities Group
New York
-$529K -5,600 Closed
AG
1179
AlphaSimPlex Group
Massachusetts
-$458K -4,842 Closed
VLKIM
1180
Van Lanschot Kempen Investment Management
Netherlands
-$430K -4,554 Closed
CRC
1181
Curi RMB Capital
Illinois
-$391K -4,135 Closed
RRC
1182
Relaxing Retirement Coach
Massachusetts
-$363K -3,844 Closed
BS
1183
Banco Santander
Spain
-$355K -3,762 Closed
HC
1184
HNP Capital
New York
-$348K -3,692 Closed
ODG
1185
O'Dell Group
Ohio
-$348K -3,682 Closed
IG
1186
ING Group
Netherlands
-$343K -3,630 Closed
PP
1187
Parplus Partners
New York
-$332K -3,516 Closed
NPP
1188
New Potomac Partners
Maryland
-$315K -3,335 Closed
SG
1189
StoneX Group
New York
-$309K -3,273 Closed
RPWA
1190
Regent Peak Wealth Advisors
Georgia
-$309K -3,270 Closed
AIP
1191
Ahrens Investment Partners
Louisiana
-$297K -3,141 Closed
HIS
1192
Harvest Investment Services
Illinois
-$288K -3,056 Closed
AL
1193
Aspiriant LLC
California
-$290K -3,051 Closed
HH
1194
Hilltop Holdings
Texas
-$285K -3,021 Closed
WKWM
1195
Walter & Keenan Wealth Management
Indiana
-$284K -3,007 Closed
MYLI
1196
Meiji Yasuda Life Insurance
Japan
-$284K -3,002 Closed
PP
1197
Prudential plc
United Kingdom
-$283K -3,000 Closed
ACA
1198
Affinity Capital Advisors
California
-$276K -2,918 Closed
XF
1199
XML Financial
Maryland
-$273K -2,888 Closed
SCA
1200
Snowden Capital Advisors
New York
-$272K -2,879 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.