Which funds own AEP
American Elec PWR Co Inc in the Q2 2026 filings. 18 of the 94 managers on file reported a position, worth $8.7bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. The quarter went one way: 14 managers opened or added against 4 cutting.
- Managers holding
- 18
- of 94 on file
- Combined value
- $8.7bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 11
- already held
- Trimmed or sold out
- 4
- 0 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Invesco Ltd Long-only · $1264bn book | $2.7bn | 0.2% | 19,527,874 | +$1.7bn+11,825,998 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $1.9bn | 0.3% | 13,872,005 | +$173m+715,613 | Added |
| Dodge & Cox Activist · $191bn book | $1.2bn | 0.6% | 8,674,355 | +$41m-65,480 | Trimmed |
| AllianceBernstein LP Long-only · $302bn book | $708m | 0.2% | 5,398,220 | +$98m+115,003 | Added |
| Millennium Management LLC Multi-strategy · $276bn book | $614m | 0.2% | 4,488,072 | +$70m+336,714 | Added |
| MFS Investment Management Long-only · $315bn book | $573m | 0.2% | 4,176,896 | -$19m-316,562 | Trimmed |
| Janus Henderson Group Ltd Long-only · $209bn book · Q1 2026 filing | $291m | 0.1% | 2,219,198 | +$288m+2,194,198 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $221m | 0.2% | 1,616,644 | +$138m+984,469 | Added |
| Soroban Capital Partners LP Long/short equity · $47.8bn book | $133m | 0.3% | 969,250 | -$16m-162,273 | Trimmed |
| Soros Fund Management LLC Macro · $8.1bn book | $105m | 1.3% | 768,000 | opened768,000 | New |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $62m | 0.2% | 450,653 | +$23m+154,871 | Added |
| Carl C. Icahn Activist · $8.3bn book | $60m | 0.7% | 434,710 | -$99m-770,590 | Trimmed |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $56m | 0.4% | 409,847 | +$14m+92,104 | Added |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $48m | 0.2% | 346,918 | +$16m+109,732 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $46m | 0.2% | 334,121 | opened334,121 | New |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $41m | 0.3% | 300,000 | +$40m+291,807 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $22m | 0.1% | 159,591 | +$15m+107,722 | Added |
| PDT Partners LLC Quantitative · $1.9bn book | $3.5m | 0.2% | 25,900 | opened25,900 | New |
What AEP is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around AEP →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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