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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
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$47.3M -$9.85M -120,686 -17%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$46.4M +$625K +7,659 +1%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$45.5M -$36.1M -442,531 -44%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$44.6M -$506K -6,200 -1%
APG Asset Management
80
APG Asset Management
Netherlands
$42.1M +$3.33M +40,833 +7%
RCAMU
81
Rothschild & Co Asset Management US
Connecticut
$41.7M -$4.8M -58,797 -10%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$41.5M +$12.5M +153,706 +42%
AAM
83
Ardevora Asset Management
United Kingdom
$40M +$10.2M +124,787 +33%
SLAM
84
Swiss Life Asset Management
$39.6M +$1.96M +24,034 +5%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$37.6M -$2.08M -25,446 -5%
GIA
86
Gateway Investment Advisers
Ohio
$36.5M -$4.35M -53,297 -10%
DZ Bank
87
DZ Bank
Germany
$36.2M -$15.9M -194,557 -30%
BG
88
Bollard Group
Massachusetts
$35.1M -$1.61M -19,692 -4%
SO
89
STRS Ohio
Ohio
$34.9M +$8.25M +101,013 +30%
Truist Financial
90
Truist Financial
North Carolina
$34.1M +$7.78M +95,357 +29%
Prudential Financial
91
Prudential Financial
New Jersey
$33.7M -$5.09M -62,383 -13%
AQR Capital Management
92
AQR Capital Management
Connecticut
$33.7M -$88M -1,078,329 -72%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$32.7M +$21.1M +259,011 +170%
Baillie Gifford & Co
94
Baillie Gifford & Co
United Kingdom
$32.6M +$33.4M +409,469 New
AG
95
Aperio Group
California
$32.2M -$8.87M -108,625 -21%
Canada Life
96
Canada Life
Manitoba, Canada
$31.7M -$2.01M -24,605 -6%
Victory Capital Management
97
Victory Capital Management
Texas
$31.2M -$41.9M -513,879 -57%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$31.1M +$90.6K +1,110 +0.3%
Citadel Advisors
99
Citadel Advisors
Florida
$30.6M -$72.1M -882,932 -70%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$29.8M -$15.6M -190,568 -34%

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.