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American Electric Power

976 hedge funds and large institutions have $24.7B invested in American Electric Power in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

55% more call options, than puts

Call options by funds: $107M | Put options by funds: $69M

2% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$377M)

0.79% more ownership

Funds ownership: 72.21%73% (+0.79%)

2% less funds holding

Funds holding: 997976 (-21)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 400

Holders
976
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
66
Increased
300
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B -$52.6M -781,401 -2%
BlackRock
2
BlackRock
New York
$2.43B +$58.1M +862,020 +3%
State Street
3
State Street
Massachusetts
$1.64B +$7.65M +113,667 +0.5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.17B +$60.8M +902,883 +6%
Bank of America
5
Bank of America
North Carolina
$1.06B -$46.7M -693,536 -4%
Wells Fargo
6
Wells Fargo
California
$673M -$132M -1,963,376 -17%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$630M -$11.3M -167,096 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$565M +$412M +6,123,528 +301%
Invesco
9
Invesco
Georgia
$532M +$26.9M +399,804 +5%
Ameriprise
10
Ameriprise
Minnesota
$489M +$176M +2,612,205 +59%
JP Morgan Chase
11
JP Morgan Chase
New York
$460M -$107M -1,588,279 -19%
AllianceBernstein
12
AllianceBernstein
Tennessee
$440M +$47.4M +704,345 +12%
Northern Trust
13
Northern Trust
Illinois
$400M -$5.28M -78,423 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$389M -$1.21M -18,011 -0.3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$379M +$14.7M +218,062 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$370M +$13.7M +203,738 +4%
Renaissance Technologies
17
Renaissance Technologies
New York
$364M -$35.2M -523,000 -9%
Jennison Associates
18
Jennison Associates
New York
$298M +$58.8M +872,838 +25%
Citadel Advisors
19
Citadel Advisors
Florida
$288M +$21.7M +322,606 +8%
Franklin Resources
20
Franklin Resources
California
$286M -$32.9M -489,195 -11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$276M -$5.08M -75,388 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$271M +$10.8M +160,360 +4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$249M -$131M -1,947,595 -35%
AAMU
24
Amundi Asset Management US
Massachusetts
$210M +$67.1M +995,750 +49%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$210M +$18.8M +279,274 +10%

AEP Hedge Fund Activity: Q2 2018 in Review

976 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2018, worth a combined $24.7B — up 1.5% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of AEP and 66 opened new positions — a net loss of 13 holders — while 400 trimmed existing stakes and 300 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $412M. The largest seller was AQR Capital Management, cutting an estimated $173M.

  • 976 institutional investors held American Electric Power (AEP) as of Q2 2018, down from 997 in Q1 2018.
  • Funds reported $24.7B of American Electric Power stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 66 funds opened new American Electric Power positions in Q2 2018 and 79 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q2 2018 was T. Rowe Price Associates, an estimated $412M added.
  • The largest American Electric Power seller in Q2 2018 was AQR Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2018.