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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
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$277M -$14.2M -149,834 -4%
UBS Group
27
UBS Group
Switzerland
$271M -$33.8M -356,955 -10%
PI
28
Putnam Investments
Massachusetts
$260M +$24.3M +257,177 +9%
Franklin Resources
29
Franklin Resources
California
$257M -$75M -793,064 -20%
Goldman Sachs
30
Goldman Sachs
New York
$200M -$52.3M -553,065 -18%
Swiss National Bank
31
Swiss National Bank
Switzerland
$185M +$38.5M +407,400 +21%
Charles Schwab
32
Charles Schwab
California
$181M +$2.32M +24,494 +1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$172M +$11.3M +119,475 +6%
Citigroup
34
Citigroup
New York
$168M +$95.5M +1,009,668 +93%
BPSG
35
Brookfield Public Securities Group
New York
$157M +$5.5M +58,220 +3%
PPA
36
Parametric Portfolio Associates
Washington
$147M +$10.4M +109,796 +6%
UBS AM
37
UBS AM
Illinois
$147M -$6.33M -66,953 -4%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$142M +$44.6M +472,103 +36%
EIP
39
Epoch Investment Partners
New York
$126M +$17.4M +184,032 +13%
AQR Capital Management
40
AQR Capital Management
Connecticut
$120M -$148M -1,566,150 -51%
DPIM
41
Duff & Phelps Investment Management
Illinois
$110M -$26.5M -280,415 -17%
Citadel Advisors
42
Citadel Advisors
Florida
$101M -$220M -2,329,284 -65%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$99.4M +$48.6M +513,838 +70%
CS
44
Credit Suisse
Switzerland
$98M +$14.9M +157,081 +15%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$97.8M +$54.7M +578,702 +90%
Boston Partners
46
Boston Partners
Massachusetts
$95M +$1.38M +14,644 +1%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.8M +$4.07M +43,083 +4%
Macquarie Group
48
Macquarie Group
Australia
$91.7M -$5.66M -59,812 -5%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$89.7M -$10.7M -112,927 -10%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$88.2M -$2.57M -27,222 -2%

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.