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American Electric Power

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: 47 (+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: 1,1291,117 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$41.4M -$1.26M -15,260 -3%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$39.2M -$19.4M -235,724 -33%
SLAM
78
Swiss Life Asset Management
$37.9M -$2.83M -34,398 -7%
GIA
79
Gateway Investment Advisers
Ohio
$37.5M +$25.8K +313 +0.1%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$37.2M +$3.65M +44,293 +11%
Truist Financial
81
Truist Financial
North Carolina
$36.8M +$1.8M +21,843 +5%
SO
82
STRS Ohio
Ohio
$36.8M +$986K +11,975 +3%
BG
83
Bollard Group
Massachusetts
$36.3M +$235K +2,855 +0.6%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$35.8M -$12.8M -155,598 -26%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$35.5M -$3.12M -37,933 -8%
Prudential Financial
86
Prudential Financial
New Jersey
$33.9M -$679K -8,245 -2%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$33.7M +$4.24M +51,489 +14%
AQR Capital Management
88
AQR Capital Management
Connecticut
$33.3M -$1.21M -14,658 -3%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$32.8M +$939K +11,400 +3%
AG
90
Aperio Group
California
$32.5M -$602K -7,305 -2%
CIMLRA
91
CBRE Investment Management Listed Real Assets
Pennsylvania
$32.4M +$5.65M +68,586 +21%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$31.8M +$1.24M +15,031 +4%
Two Sigma Investments
93
Two Sigma Investments
New York
$30.9M +$18.9M +229,484 +154%
MAM
94
Magellan Asset Management
Australia
$29.6M +$3.19M +38,729 +12%
RCAMU
95
Rothschild & Co Asset Management US
Connecticut
$29.5M -$13.4M -162,866 -31%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$29.2M +$2.32M +28,117 +9%
VDI
97
Vaughan David Investments
Illinois
$28.4M +$391K +4,746 +1%
Canada Life
98
Canada Life
Manitoba, Canada
$28.3M -$4.37M -53,032 -13%
Stifel Financial
99
Stifel Financial
Missouri
$27.3M +$3.06M +37,138 +12%
HighTower Advisors
100
HighTower Advisors
Illinois
$26.9M +$4.75M +57,668 +21%

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.