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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
Parallax Volatility Advisers
201
Parallax Volatility Advisers
California
$6.37M -$7.13M -87,308 -52%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$6.31M +$2.05M +25,102 +46%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$6.3M -$5.6M -68,625 -46%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$6.26M -$4.25M -52,028 -40%
AIP
205
ARS Investment Partners
New York
$6M -$3.6M -44,075 -37%
CAM
206
Carret Asset Management
New York
$5.91M +$204K +2,495 +3%
PP
207
Paloma Partners
Connecticut
$5.79M +$3.41M +41,739 +135%
MHC
208
Meyer Handelman Company
New York
$5.66M
MSA
209
Mason Street Advisors
Wisconsin
$5.63M +$22.4K +275 +0.4%
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$5.63M -$333K -4,075 -5%
MSE
211
MUFG Securities EMEA
United Kingdom
$5.58M +$1.39M +17,000 +32%
MNBTD
212
Moody National Bank Trust Division
Texas
$5.47M -$38K -466 -0.7%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$5.44M -$300K -3,675 -5%
OIM
214
Opus Investment Management
Massachusetts
$5.38M
MOACM
215
Mutual of America Capital Management
New York
$5.37M +$11.8K +145 +0.2%
FHA
216
First Horizon Advisors
Tennessee
$5.3M +$680K +8,331 +14%
APSI
217
Asset Planning Services Inc
Louisiana
$5.19M -$268K -3,285 -5%
SSA
218
Schonfeld Strategic Advisors
New York
$5.12M +$2.81M +34,468 +116%
KeyBank National Association
219
KeyBank National Association
Ohio
$4.97M -$286K -3,508 -5%
SG Americas Securities
220
SG Americas Securities
New York
$4.89M -$1.06M -12,948 -17%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$4.89M -$775K -9,500 -13%
NCM
222
Novare Capital Management
North Carolina
$4.88M +$118K +1,443 +2%
OCM
223
Oakwood Capital Management
California
$4.85M -$10.2K -125 -0.2%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$4.82M +$1.35M +16,514 +38%
MC
225
Miramar Capital
Illinois
$4.8M +$3.3M +40,466 +258%

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.