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American Electric Power

1,129 hedge funds and large institutions have $29.4B invested in American Electric Power in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 420 increasing their positions, 406 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $154M | Put options by funds: $115M

3% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 406

0.55% less ownership

Funds ownership: 74.89%74.33% (-0.55%)

1% less capital invested

Capital invested by funds: $29.5B → $29.4B (-$181M)

4% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 103

1% less funds holding

Funds holding: 1,1421,129 (-13)

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,129
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
23.15%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.08%
New
99
Increased
420
Reduced
406
Closed
103
Calls
$154M
Puts
$115M
Net Calls
+$39.2M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Putnam Investments
Massachusetts
$272M +$13.5M +164,880 +5%
JP Morgan Chase
27
JP Morgan Chase
New York
$267M -$113M -1,390,479 -29%
Jennison Associates
28
Jennison Associates
New York
$228M -$115M -1,409,265 -33%
Renaissance Technologies
29
Renaissance Technologies
New York
$199M -$248M -3,036,518 -55%
Swiss National Bank
30
Swiss National Bank
Switzerland
$186M +$1.36M +16,700 +0.7%
Charles Schwab
31
Charles Schwab
California
$185M +$5.62M +68,843 +3%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$168M -$3.3M -40,425 -2%
Goldman Sachs
33
Goldman Sachs
New York
$162M -$38.2M -467,607 -19%
BC
34
Brookfield Corp
Ontario, Canada
$150M +$154M +1,881,435 New
PPA
35
Parametric Portfolio Associates
Washington
$144M -$2.52M -30,896 -2%
ZP
36
Zimmer Partners
New York
$143M +$68.7M +841,865 +89%
Citigroup
37
Citigroup
New York
$131M -$37.1M -453,938 -22%
UBS AM
38
UBS AM
Illinois
$130M -$16.9M -206,483 -11%
CVA
39
Ceredex Value Advisors
Florida
$127M +$55.3M +677,526 +74%
Macquarie Group
40
Macquarie Group
Australia
$118M +$27.1M +332,390 +29%
EIP
41
Epoch Investment Partners
New York
$115M -$11.1M -135,427 -9%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$113M +$13.9M +170,409 +14%
DPIM
43
Duff & Phelps Investment Management
Illinois
$110M -$146K -1,790 -0.1%
AAMU
44
Amundi Asset Management US
Massachusetts
$95.8M +$25.9M +316,751 +36%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$95.4M -$1.99M -24,379 -2%
RJA
46
Raymond James & Associates
Florida
$91.2M +$14.5M +177,781 +18%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.7M -$3.64M -44,608 -4%
CIA
48
ClearBridge Investments (Australia)
Australia
$89M +$11.8M +144,529 +15%
EAM
49
Eagle Asset Management
Florida
$88.7M +$8.99M +110,123 +11%
Allianz Asset Management
50
Allianz Asset Management
Germany
$84.5M +$5.56M +68,074 +7%

AEP Hedge Fund Activity: Q2 2020 in Review

1,129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2020, worth a combined $29.4B — down 0.61% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of AEP and 99 opened new positions — a net loss of 4 holders — while 406 trimmed existing stakes and 420 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $449M.

  • 1,129 institutional investors held American Electric Power (AEP) as of Q2 2020, down from 1,142 in Q1 2020.
  • Funds reported $29.4B of American Electric Power stock for Q2 2020, down 0.61% quarter-over-quarter.
  • 99 funds opened new American Electric Power positions in Q2 2020 and 103 closed out, a net change of -4 holders.
  • The largest American Electric Power buyer in Q2 2020 was T. Rowe Price Associates, an estimated $768M added.
  • The largest American Electric Power seller in Q2 2020 was Capital Research Global Investors, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.