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.
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: 1,142 → 1,129 (-13)
67% less funds holding in top 10
Funds holding in top 10: 12 → 4 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$768M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$353M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$229M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$154M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$449M |
| 2 |
Renaissance Technologies
New York
|
-$248M |
| 3 |
Jennison Associates
New York
|
-$115M |
| 4 |
JP Morgan Chase
New York
|
-$113M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$103M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
1226
Howe & Rusling
Rochester,
New York
| – | -$9K | -110 | Closed |
|
|
JSC
1227
Jackson Square Capital
San Francisco,
California
| – | -$7K | -93 | Closed |
|
|
NSB
1228
Norway Savings Bank
Portland,
Maine
| – | -$6K | -80 | Closed |
|
|
TJHA
1229
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$6K | -73 | Closed |
|
|
AA
1230
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$2K | -23 | Closed |
|
1231
Fidelity International
Hamilton,
Bermuda
| – | -$82 | -1 | -14% |
|
|
WR
1232
Watson Rebecca
| – | +$163 | +2 | New |
|
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.