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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
MGIM
1226
M&G Investment Management
United Kingdom
-$219K -2,310 Closed
P
1227
Pitcairn
Pennsylvania
-$218K -2,309 Closed
MC
1228
Machina Capital
France
-$217K -2,299 Closed
GFP
1229
Gryphon Financial Partners
Ohio
-$217K -2,297 Closed
CWS
1230
Cypress Wealth Services
California
-$217K -2,292 Closed
MCM
1231
MAI Capital Management
Ohio
-$217K -2,292 Closed
HL
1232
HeadInvest LLC
Maine
-$216K -2,288 Closed
NF
1233
Nikulski Financial
Iowa
-$235K -2,285 Closed
GWM
1234
GSB Wealth Management
Connecticut
-$213K -2,250 Closed
CC
1235
Cannell & Co
New York
-$213K -2,249 Closed
NSAM
1236
North Star Asset Management
Wisconsin
-$212K -2,248 Closed
CCM
1237
Coldstream Capital Management
Washington
-$211K -2,236 Closed
OPCM
1238
Osborne Partners Capital Management
California
-$211K -2,230 Closed
DLA
1239
Douglas Lane & Associates
New York
-$211K -2,228 Closed
GP
1240
Girard Partners
Pennsylvania
-$210K -2,223 Closed
HPWM
1241
Highland Private Wealth Management
Washington
-$209K -2,208 Closed
WSC
1242
Wellington Shields & Co
New York
-$207K -2,194 Closed
WAAG
1243
Wealth Alliance Advisory Group
Kansas
-$207K -2,185 Closed
BP
1244
Ballentine Partners
Massachusetts
-$206K -2,176 Closed
AA
1245
Argent Advisors
Louisiana
-$205K -2,173 Closed
MOS
1246
MGO One Seven
Ohio
-$205K -2,173 Closed
NAS
1247
Nicolet Advisory Services
Wisconsin
-$205K -2,171 Closed
EFS
1248
Essex Financial Services
Connecticut
-$205K -2,169 Closed
BIA
1249
Barry Investment Advisors
Massachusetts
-$205K -2,167 Closed
BFG
1250
Bouchey Financial Group
New York
-$204K -2,157 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.