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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.58B +$229M +2,807,179 +7%
BlackRock
2
BlackRock
New York
$2.82B -$60.1M -736,354 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.11B +$768M +9,403,020 +55%
State Street
4
State Street
Massachusetts
$2.06B -$91.8M -1,125,019 -4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$799M -$449M -5,494,984 -35%
Capital World Investors
6
Capital World Investors
California
$793M +$353M +4,324,904 +77%
Bank of America
7
Bank of America
North Carolina
$755M -$29.4M -360,067 -4%
Ameriprise
8
Ameriprise
Minnesota
$693M +$22.3M +273,638 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$689M -$5.77M -70,662 -0.8%
Wells Fargo
10
Wells Fargo
California
$676M -$19.5M -238,691 -3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$656M +$122M +1,495,702 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$556M +$5.83M +71,401 +1%
N
13
Nuveen
North Carolina
$475M -$41.8M -511,518 -8%
Northern Trust
14
Northern Trust
Illinois
$461M -$5.29M -64,793 -1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$461M +$6.91M +84,599 +1%
Legal & General Group
16
Legal & General Group
United Kingdom
$433M +$16.6M +203,288 +4%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$377M -$14.6M -178,828 -4%
Invesco
18
Invesco
Georgia
$364M -$103M -1,258,532 -22%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$357M +$83.3M +1,021,057 +30%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$331M +$9.26M +113,488 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$325M +$25.9M +316,802 +8%
Morgan Stanley
22
Morgan Stanley
New York
$318M -$10.3M -126,095 -3%
UBS Group
23
UBS Group
Switzerland
$301M +$31.8M +389,591 +11%
Franklin Resources
24
Franklin Resources
California
$288M +$1.34M +16,466 +0.5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$279M +$3.16M +38,659 +1%

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.