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American Electric Power

1,142 hedge funds and large institutions have $29.5B invested in American Electric Power in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 387 increasing their positions, 458 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $209M | Put options by funds: $127M

0.76% more ownership

Funds ownership: 74.13%74.89% (+0.76%)

5% less funds holding

Funds holding: 1,2001,142 (-58)

15% less capital invested

Capital invested by funds: $34.6B → $29.5B (-$5.05B)

16% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 458

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

29% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 152

Holders
1,142
Holders Change
-58
Holders Change %
-4.83%
% of All Funds
25.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
108
Increased
387
Reduced
458
Closed
152
Calls
$209M
Puts
$127M
Net Calls
+$81.7M
Net Calls Change
-$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37B +$97.2M +1,027,575 +2%
BlackRock
2
BlackRock
New York
$2.9B -$136M -1,443,088 -4%
State Street
3
State Street
Massachusetts
$2.16B +$25.3M +268,028 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B +$89.7M +948,368 +6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.24B -$598M -6,323,782 -29%
Bank of America
6
Bank of America
North Carolina
$787M -$40M -422,688 -4%
Wells Fargo
7
Wells Fargo
California
$698M -$10M -106,042 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$697M +$3.42M +36,168 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$674M +$94.6M +1,000,423 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$553M -$2.11M -22,333 -0.3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$539M +$342M +3,617,581 +116%
N
12
Nuveen
North Carolina
$517M +$242M +2,560,683 +65%
Northern Trust
13
Northern Trust
Illinois
$468M -$4.37M -46,203 -0.8%
Invesco
14
Invesco
Georgia
$466M -$61.6M -651,285 -10%
AllianceBernstein
15
AllianceBernstein
Tennessee
$456M +$45.2M +478,371 +9%
Capital World Investors
16
Capital World Investors
California
$450M +$532M +5,626,818 New
Renaissance Technologies
17
Renaissance Technologies
New York
$442M +$82.1M +868,242 +19%
Legal & General Group
18
Legal & General Group
United Kingdom
$419M +$7.16M +75,725 +1%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$393M +$52.6M +556,814 +13%
JP Morgan Chase
20
JP Morgan Chase
New York
$380M -$186M -1,968,069 -29%
Jennison Associates
21
Jennison Associates
New York
$342M -$5.43M -57,376 -1%
Morgan Stanley
22
Morgan Stanley
New York
$329M -$4.16M -44,012 -1%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$323M -$6.33M -66,909 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$301M +$12M +126,426 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$277M +$6.71M +70,960 +2%

AEP Hedge Fund Activity: Q1 2020 in Review

1,142 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2020, worth a combined $29.5B — down 15% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of AEP and 108 opened new positions — a net loss of 44 holders — while 458 trimmed existing stakes and 387 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $532M. The largest seller was Capital Research Global Investors, cutting an estimated $598M.

  • 1,142 institutional investors held American Electric Power (AEP) as of Q1 2020, down from 1,200 in Q4 2019.
  • Funds reported $29.5B of American Electric Power stock for Q1 2020, down 15% quarter-over-quarter.
  • 108 funds opened new American Electric Power positions in Q1 2020 and 152 closed out, a net change of -44 holders.
  • The largest American Electric Power buyer in Q1 2020 was Capital World Investors, an estimated $532M added.
  • The largest American Electric Power seller in Q1 2020 was Capital Research Global Investors, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2020.