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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
Creative Planning
201
Creative Planning
Kansas
$7.2M -$301K -3,187 -3%
MSL
202
Mackay Shields LLC
New York
$7.18M -$356K -3,769 -4%
TPSF
203
Texas Permanent School Fund
Texas
$7.18M +$225K +2,384 +3%
WAM
204
Weiss Asset Management
Massachusetts
$7.03M +$8.31M +87,900 New
Connor, Clark & Lunn Investment Management (CC&L)
205
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.83M +$8.08M +85,425 New
WT
206
Whittier Trust
California
$6.81M -$97.1K -1,027 -1%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$6.67M +$378 +4 +0%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$6.38M +$1.11M +11,790 +17%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$6.35M +$441K +4,661 +6%
Lazard Asset Management
210
Lazard Asset Management
New York
$6.21M -$18.6M -196,390 -72%
SC
211
Scotia Capital
Ontario, Canada
$6.17M +$1.66M +17,526 +29%
WG
212
Winton Group
United Kingdom
$6.17M -$3.99M -42,151 -35%
ProShare Advisors
213
ProShare Advisors
Maryland
$6.13M -$4.31M -45,574 -37%
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$5.98M -$27K -286 -0.4%
SG Americas Securities
215
SG Americas Securities
New York
$5.95M -$3.18M -33,676 -31%
AAM
216
Advisors Asset Management
Colorado
$5.8M +$1.49M +15,801 +28%
AB
217
Amalgamated Bank
New York
$5.77M -$255K -2,702 -4%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$5.76M +$675K +7,135 +11%
CAM
219
Carret Asset Management
New York
$5.73M -$64.7K -684 -0.9%
MHC
220
Meyer Handelman Company
New York
$5.68M
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$5.67M -$340K -3,600 -5%
MSA
222
Mason Street Advisors
Wisconsin
$5.64M
CM
223
Churchill Management
California
$5.57M +$1.09M +11,536 +20%
MNBTD
224
Moody National Bank Trust Division
Texas
$5.53M +$99.8K +1,055 +2%
KBC Group
225
KBC Group
Belgium
$5.5M -$2.99M -31,580 -31%

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.