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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
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$29.4M -$626K -6,618 -2%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$28.8M
Asset Management One
103
Asset Management One
Japan
$28.7M +$1.07M +11,267 +3%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$28.6M +$1.97M +20,791 +6%
SO
105
STRS Ohio
Ohio
$27M -$361K -3,818 -1%
VDI
106
Vaughan David Investments
Illinois
$26.9M -$389K -4,119 -1%
Truist Financial
107
Truist Financial
North Carolina
$26.7M +$1.94M +20,491 +7%
ACI
108
AMP Capital Investors
Australia
$26M -$7.7M -81,451 -21%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$25.8M -$2.42M -25,600 -7%
ORIO
110
Old Republic International (ORI)
Illinois
$25M
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.7M -$1.48M -15,620 -5%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$22.3M +$5.86M +61,994 +29%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$21.9M +$2.79M +29,532 +12%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$21.4M -$11.2M -117,941 -31%
Stifel Financial
115
Stifel Financial
Missouri
$21.3M -$684K -7,236 -3%
US Bancorp
116
US Bancorp
Minnesota
$21.1M +$75.9K +803 +0.3%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$20.5M -$6.43M -67,980 -21%
MAM
118
Magellan Asset Management
Australia
$20.1M -$3.31M -35,046 -12%
MWNA
119
Marshall Wace North America
New York
$19.9M +$20.5M +217,003 +669%
CIMLRA
120
CBRE Investment Management Listed Real Assets
Pennsylvania
$19.9M +$5.61M +59,315 +31%
QI
121
QS Investors
New York
$19.8M -$3.18M -33,597 -12%
PAM
122
Panagora Asset Management
Massachusetts
$19.8M -$20.9M -221,371 -47%
CPSAC
123
Chas P. Smith & Associates (CPS)
Florida
$19.5M +$684K +7,233 +3%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$19.4M -$849K -8,974 -4%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$19M +$1.62M +17,110 +8%

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.