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American Electric Power

1,200 hedge funds and large institutions have $34.6B invested in American Electric Power in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 419 increasing their positions, 403 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

60% more call options, than puts

Call options by funds: $376M | Put options by funds: $235M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 1,1301,200 (+70)

4% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 403

1% more capital invested

Capital invested by funds: $34.2B → $34.6B (+$361M)

0.13% more ownership

Funds ownership: 74%74.13% (+0.13%)

Holders
1,200
Holders Change
+70
Holders Change %
+6.19%
% of All Funds
23.65%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
148
Increased
419
Reduced
403
Closed
60
Calls
$376M
Puts
$235M
Net Calls
+$141M
Net Calls Change
+$63.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.89B +$47.3M +512,133 +1%
BlackRock
2
BlackRock
New York
$3.56B +$32.1M +347,727 +0.9%
State Street
3
State Street
Massachusetts
$2.53B +$121M +1,311,815 +5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.06B -$58.6M -634,071 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.53B +$572M +6,193,638 +62%
Bank of America
6
Bank of America
North Carolina
$970M -$358M -3,877,299 -27%
Wells Fargo
7
Wells Fargo
California
$835M -$29.4M -318,630 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$820M +$3.27M +35,382 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$701M -$46.6M -504,657 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$655M +$16.9M +182,559 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$635M -$265M -2,864,104 -30%
Invesco
12
Invesco
Georgia
$613M -$38.9M -421,545 -6%
Northern Trust
13
Northern Trust
Illinois
$557M -$1.41M -15,241 -0.3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$493M +$13.8M +149,620 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$488M +$16.4M +177,793 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$441M -$18.5M -200,200 -4%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$412M +$58.1M +629,160 +17%
Jennison Associates
18
Jennison Associates
New York
$409M +$16M +172,972 +4%
Morgan Stanley
19
Morgan Stanley
New York
$393M -$125M -1,353,418 -25%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$388M +$7.91M +85,662 +2%
Franklin Resources
21
Franklin Resources
California
$378M +$2.2M +23,855 +0.6%
N
22
Nuveen
North Carolina
$370M +$141K +1,527 +0%
UBS Group
23
UBS Group
Switzerland
$354M +$70.6M +764,314 +26%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$344M +$4.94M +53,487 +1%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$341M -$3.3M -35,713 -1%

AEP Hedge Fund Activity: Q4 2019 in Review

1,200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2019, worth a combined $34.6B — up 1.1% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new AEP positions and 60 closed out — a net gain of 88 holders — while 419 added to existing stakes and 403 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $572M. The largest seller was Bank of America, cutting an estimated $358M.

  • 1,200 institutional investors held American Electric Power (AEP) as of Q4 2019, up from 1,130 in Q3 2019.
  • Funds reported $34.6B of American Electric Power stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 148 funds opened new American Electric Power positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest American Electric Power buyer in Q4 2019 was T. Rowe Price Associates, an estimated $572M added.
  • The largest American Electric Power seller in Q4 2019 was Bank of America, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2019.