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American Electric Power
AEP

1,117 hedge funds and large institutions have $30.4B invested in American Electric Power in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

40% more call options, than puts

Call options by funds: $162M | Put options by funds: $116M

3% more capital invested

Capital invested by funds: $29.4B → $30.4B (+$1.02B)

0.82% more ownership

Funds ownership: 74.33% → 75.16% (+0.82%)

2% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 94

8% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 419

1% less funds holding

Funds holding: 1,129 → 1,117 (-12)

Holders
1,117
Holders Change
-12
Holders Change %
-1.06%
% of All Funds
22.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
92
Increased
387
Reduced
419
Closed
94
Calls
$162M
Puts
$116M
Net Calls
+$46.6M
Net Calls Change
+$7.42M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$596M
2
Capital World Investors
Capital World Investors
California
+$344M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$245M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$355M
2
Renaissance Technologies
Renaissance Technologies
New York
-$182M
3
ZP
Zimmer Partners
New York
-$143M
4
CVA
Ceredex Value Advisors
Florida
-$127M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$262M -$105M -1,278,744 -29%
JP Morgan Chase
27
JP Morgan Chase
New York
$249M -$22.8M -276,696 -8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$249M +$176M +2,142,363 +237%
Jennison Associates
29
Jennison Associates
New York
$225M -$8.69M -105,555 -4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$188M -$2.1M -25,500 -1%
Charles Schwab
31
Charles Schwab
California
$178M -$12.7M -153,654 -7%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$163M -$10.3M -125,565 -6%
BC
33
Brookfield Corp
Ontario, Canada
$160M +$6.76M +82,100 +4%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$146M +$30.7M +373,238 +26%
Citigroup
35
Citigroup
New York
$141M +$6.75M +81,951 +5%
UBS AM
36
UBS AM
Illinois
$139M +$4.97M +60,354 +4%
PPA
37
Parametric Portfolio Associates
Washington
$133M -$14.8M -179,536 -10%
AAMU
38
Amundi Asset Management US
Massachusetts
$119M +$21.2M +257,099 +21%
DPIM
39
Duff & Phelps Investment Management
Illinois
$114M +$1.31M +15,890 +1%
EIP
40
Epoch Investment Partners
New York
$113M -$4.73M -57,435 -4%
Goldman Sachs
41
Goldman Sachs
New York
$109M -$58M -704,510 -35%
Federated Hermes
42
Federated Hermes
Pennsylvania
$107M +$26.7M +323,961 +33%
Macquarie Group
43
Macquarie Group
Australia
$103M -$17.7M -215,343 -15%
MBA
44
Maple-Brown Abbott
Australia
$103M +$43M +522,050 +71%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$99.2M +$1.3M +15,809 +1%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.7M -$6.51M -79,072 -7%
RJA
47
Raymond James & Associates
Florida
$82.3M -$11.4M -138,297 -12%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$76.1M +$551K +6,692 +0.7%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$75M -$4.24M -51,500 -5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$74.3M -$1.08M -13,136 -1%
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AEP Hedge Fund Activity: Q3 2020 in Review

1,117 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2020, worth a combined $30.4B — up 3.5% from $29.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AEP and 92 opened new positions — a net loss of 2 holders — while 419 trimmed existing stakes and 387 added.

The largest buyer was Franklin Resources, adding an estimated $596M. The largest seller was Ameriprise, cutting an estimated $355M.

  • 1,117 institutional investors held American Electric Power (AEP) as of Q3 2020, down from 1,129 in Q2 2020.
  • Funds reported $30.4B of American Electric Power stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 92 funds opened new American Electric Power positions in Q3 2020 and 94 closed out, a net change of -2 holders.
  • The largest American Electric Power buyer in Q3 2020 was Franklin Resources, an estimated $596M added.
  • The largest American Electric Power seller in Q3 2020 was Ameriprise, an estimated $355M sold.

Based on aggregated 13F filings for Q3 2020.