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American Electric Power

1,117 hedge funds and large institutions have $30.4B invested in American Electric Power in 2020 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 387 increasing their positions, 419 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more call options, than puts

Call options by funds: $162M | Put options by funds: $116M

3% more capital invested

Capital invested by funds: $29.4B → $30.4B (+$1.02B)

0.82% more ownership

Funds ownership: 74.33%75.16% (+0.82%)

2% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 94

8% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 419

1% less funds holding

Funds holding: 1,1291,117 (-12)

Holders
1,117
Holders Change
-12
Holders Change %
-1.06%
% of All Funds
22.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
92
Increased
387
Reduced
419
Closed
94
Calls
$162M
Puts
$116M
Net Calls
+$46.6M
Net Calls Change
+$7.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.64B -$33.7M -408,666 -0.9%
BlackRock
2
BlackRock
New York
$2.86B -$44.1M -534,914 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.49B +$326M +3,963,413 +15%
State Street
4
State Street
Massachusetts
$2.06B -$55.5M -674,128 -3%
Capital World Investors
5
Capital World Investors
California
$1.15B +$344M +4,180,021 +42%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$916M +$245M +2,973,435 +36%
Franklin Resources
7
Franklin Resources
California
$855M +$596M +7,237,738 +224%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$819M +$114M +1,378,645 +16%
Capital Research Global Investors
9
Capital Research Global Investors
California
$808M -$11.9M -144,351 -1%
Bank of America
10
Bank of America
North Carolina
$724M -$51.5M -624,974 -7%
Wells Fargo
11
Wells Fargo
California
$698M +$3.52M +42,689 +0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$570M -$558K -6,779 -0.1%
N
13
Nuveen
North Carolina
$474M -$13M -158,415 -3%
Northern Trust
14
Northern Trust
Illinois
$468M -$5.11M -62,010 -1%
Legal & General Group
15
Legal & General Group
United Kingdom
$454M +$9.08M +110,238 +2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$440M -$32.5M -394,033 -7%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$380M -$7.07M -85,778 -2%
Morgan Stanley
18
Morgan Stanley
New York
$364M +$37.7M +458,077 +11%
Ameriprise
19
Ameriprise
Minnesota
$359M -$355M -4,305,272 -50%
Invesco
20
Invesco
Georgia
$357M -$17.1M -206,992 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$347M +$13.3M +161,401 +4%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$337M -$2.17M -26,378 -0.6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$294M +$7.63M +92,575 +3%
UBS Group
24
UBS Group
Switzerland
$284M -$25.3M -307,102 -8%
PI
25
Putnam Investments
Massachusetts
$281M +$1.73M +21,022 +0.6%

AEP Hedge Fund Activity: Q3 2020 in Review

1,117 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2020, worth a combined $30.4B — up 3.5% from $29.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AEP and 92 opened new positions — a net loss of 2 holders — while 419 trimmed existing stakes and 387 added.

The largest buyer was Franklin Resources, adding an estimated $596M. The largest seller was Ameriprise, cutting an estimated $355M.

  • 1,117 institutional investors held American Electric Power (AEP) as of Q3 2020, down from 1,129 in Q2 2020.
  • Funds reported $30.4B of American Electric Power stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 92 funds opened new American Electric Power positions in Q3 2020 and 94 closed out, a net change of -2 holders.
  • The largest American Electric Power buyer in Q3 2020 was Franklin Resources, an estimated $596M added.
  • The largest American Electric Power seller in Q3 2020 was Ameriprise, an estimated $355M sold.

Based on aggregated 13F filings for Q3 2020.