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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
LPT
1201
Legacy Private Trust
Wisconsin
-$267K -2,828 Closed
VCM
1202
Virtue Capital Management
Tennessee
-$259K -2,744 Closed
JFL
1203
Jarislowsky, Fraser Ltd
Quebec, Canada
-$255K -2,700 Closed
IA
1204
IFG Advisory
Georgia
-$249K -2,642 Closed
MSAM
1205
Moloney Securities Asset Management
Missouri
-$245K -2,590 Closed
AIM
1206
Alhambra Investment Management
Florida
-$240K -2,536 Closed
SSWM
1207
Smith Salley Wealth Management
North Carolina
-$240K -2,535 Closed
LSPW
1208
Lake Street Private Wealth
Illinois
-$239K -2,533 Closed
APW
1209
Aurora Private Wealth
New Jersey
-$238K -2,519 Closed
HT
1210
Heritage Trust
Oklahoma
-$235K -2,486 Closed
DWT
1211
Dorsey & Whitney Trust
South Dakota
-$234K -2,477 Closed
CWM
1212
Cornerstone Wealth Management
Missouri
-$232K -2,454 Closed
RWP
1213
RWA Wealth Partners
Massachusetts
-$231K -2,446 Closed
SC
1214
Schulhoff & Co
Ohio
-$230K -2,435 Closed
QCM
1215
Quantinno Capital Management
New York
-$230K -2,434 Closed
GC
1216
Gilbert & Cook
Iowa
-$230K -2,430 Closed
RT
1217
Rockland Trust
Massachusetts
-$228K -2,418 Closed
BCM
1218
Becker Capital Management
Oregon
-$227K -2,404 Closed
DAS
1219
Dynamic Advisor Solutions
Arizona
-$226K -2,387 Closed
IA
1220
IFG Advisors
Missouri
-$225K -2,382 Closed
HBT
1221
Hills Bank & Trust
Iowa
-$225K -2,381 Closed
FFG
1222
Fortem Financial Group
California
-$223K -2,360 Closed
PCA
1223
Private Capital Advisors
Connecticut
-$223K -2,358 Closed
LSAG
1224
Lake Street Advisors Group
New Hampshire
-$221K -2,340 Closed
BRA
1225
Bender Robert & Associates
California
-$219K -2,320 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.