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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
ST
126
Sabal Trust
Florida
$17.6M +$197K +2,415 +1%
RC
127
Randolph Company
Ohio
$17.3M +$17.8M +217,608 New
WAM
128
Weiss Asset Management
Massachusetts
$17.1M +$10.3M +126,388 +144%
ACI
129
Alpha Cubed Investments
California
$17.1M -$640K -7,841 -4%
LSV Asset Management
130
LSV Asset Management
Illinois
$16.6M -$14.2M -173,732 -45%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$16.5M -$2.48M -30,410 -13%
SOADOR
132
State of Alaska Department of Revenue
Alaska
$16.4M +$157K +1,918 +0.9%
MAM
133
Martingale Asset Management
Massachusetts
$16.3M -$416K -5,101 -2%
QI
134
QS Investors
New York
$16.2M -$3.65M -44,747 -18%
CTA
135
Carillon Tower Advisers
Florida
$16.2M -$755K -9,255 -4%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$16M -$784K -9,600 -5%
Robeco Institutional Asset Management
137
Robeco Institutional Asset Management
Netherlands
$15.7M -$37.2M -455,296 -70%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$15.7M -$368K -4,513 -2%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$15.2M -$822K -10,065 -5%
LPL Financial
140
LPL Financial
California
$15.1M +$2.95M +36,168 +24%
Nomura Asset Management
141
Nomura Asset Management
Japan
$14.4M +$131K +1,599 +0.9%
BF
142
BOK Financial
Oklahoma
$13.9M +$1.04M +12,799 +8%
Aviva
143
Aviva
United Kingdom
$13.2M -$672K -8,229 -5%
SEI Investments
144
SEI Investments
Pennsylvania
$13.1M +$3.04M +37,268 +29%
GGI
145
Godsey & Gibb Inc
Virginia
$13.1M +$13.2M +161,633 +6,432%
UCFA
146
United Capital Financial Advisors
Texas
$13M +$906K +11,098 +7%
AIG
147
American International Group
New York
$12.9M +$198K +2,427 +2%
FMLI
148
Fukoku Mutual Life Insurance
Japan
$12.6M
KBC Group
149
KBC Group
Belgium
$12.6M +$7.29M +89,251 +130%
BSPF
150
British Steel Pension Fund
United Kingdom
$12.3M

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.