American Electric Power
1,003 hedge funds and large institutions have $25.5B invested in American Electric Power in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 313 increasing their positions, 378 reducing their positions, and 52 closing their positions.
71% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 52
39% more call options, than puts
Call options by funds: $106M | Put options by funds: $76.3M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
3% more funds holding
Funds holding: 976 → 1,003 (+27)
3% more capital invested
Capital invested by funds: $24.7B → $25.5B (+$763M)
0.03% more ownership
Funds ownership: 73% → 73.03% (+0.03%)
17% less repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 378
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$212M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$110M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$95.3M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$66.3M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$65.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$196M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$146M |
| 3 |
Millennium Management
New York
|
-$107M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$88.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$80.5M |
AEP Hedge Fund Activity: Q3 2018 in Review
1,003 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2018, worth a combined $25.5B — up 3.1% from $24.7B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new AEP positions and 52 closed out — a net gain of 37 holders — while 313 added to existing stakes and 378 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $212M. The largest seller was JP Morgan Chase, cutting an estimated $196M.
- 1,003 institutional investors held American Electric Power (AEP) as of Q3 2018, up from 976 in Q2 2018.
- Funds reported $25.5B of American Electric Power stock for Q3 2018, up 3.1% quarter-over-quarter.
- 89 funds opened new American Electric Power positions in Q3 2018 and 52 closed out, a net change of +37 holders.
- The largest American Electric Power buyer in Q3 2018 was Lazard Asset Management, an estimated $212M added.
- The largest American Electric Power seller in Q3 2018 was JP Morgan Chase, an estimated $196M sold.
Based on aggregated 13F filings for Q3 2018.