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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
SAM
176
Shell Asset Management
Netherlands
$10.1M -$5.4M -57,149 -31%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$9.78M +$9.75M +103,116 +537%
AIP
178
ARS Investment Partners
New York
$9.55M -$150K -1,585 -1%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$9.43M
CSS
180
Cubist Systematic Strategies
Connecticut
$9.33M +$6.83M +72,219 +163%
WBC
181
Westpac Banking Corp
Australia
$9.28M -$1.32M -13,970 -11%
EIA
182
Edgemoor Investment Advisors
Maryland
$9.12M -$179K -1,892 -2%
SOMRS
183
State of Michigan Retirement System
Michigan
$9.06M -$586K -6,200 -5%
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$8.73M -$240K -2,543 -2%
WB
185
WesBanco Bank
West Virginia
$8.66M -$52.2K -552 -0.5%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$8.46M +$1.2M +12,644 +14%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$8.42M -$70.2K -742 -0.7%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$8.33M -$66.6K -704 -0.7%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$8.07M -$1.96M -20,690 -17%
JIR
190
James Investment Research
Ohio
$7.88M +$2.09M +22,081 +29%
Voloridge Investment Management
191
Voloridge Investment Management
Florida
$7.85M +$3.23M +34,113 +53%
GC
192
Guggenheim Capital
Illinois
$7.84M -$1.7M -17,974 -16%
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$7.8M -$19.5M -205,950 -68%
NAM
194
Nissay Asset Management
Japan
$7.7M +$1.6M +16,896 +21%
PFPT
195
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.62M +$1.06M +11,197 +13%
URS
196
Utah Retirement Systems
Utah
$7.54M
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$7.39M +$277K +2,929 +3%
SCM
198
Shelton Capital Management
Colorado
$7.35M -$1.06M -11,201 -11%
SAM
199
Securian Asset Management
Minnesota
$7.33M -$192K -2,032 -2%
FT
200
Fiduciary Trust
Massachusetts
$7.24M -$226K -2,389 -3%

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.