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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$123M +$4.23M +95,001 +3%
JP Morgan Chase
27
JP Morgan Chase
New York
$117M -$37M -831,320 -24%
DCM
28
Decade Capital Management
New York
$117M +$87.7M +1,972,425 +275%
Bank of America
29
Bank of America
North Carolina
$114M +$28.9M +648,679 +33%
TG
30
TCW Group
California
$111M -$3.86M -86,687 -3%
TCIM
31
TIAA CREF Investment Management
New York
$102M +$21.5M +482,732 +26%
BlackRock
32
BlackRock
New York
$99.8M +$8.98M +201,912 +10%
MAA
33
Managed Account Advisors
New Jersey
$99.5M +$5.13M +115,421 +5%
Charles Schwab
34
Charles Schwab
California
$94.8M +$1.2M +27,088 +1%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$86.8M +$57.8M +1,300,000 +185%
BA
36
BlackRock Advisors
Delaware
$82.3M -$140M -3,140,273 -62%
EVM
37
Eaton Vance Management
Massachusetts
$81.8M -$79.1M -1,779,425 -49%
AAMU
38
Amundi Asset Management US
Massachusetts
$75.2M -$24.7M -555,342 -24%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$74.6M -$2.56M -57,600 -3%
SAC
40
Smith Affiliated Capital
New York
$72.2M
UBS AM
41
UBS AM
Illinois
$68.4M +$895K +20,124 +1%
Jennison Associates
42
Jennison Associates
New York
$66.3M +$7.46M +167,641 +12%
Wells Fargo
43
Wells Fargo
California
$64.4M +$1.88M +42,334 +3%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$63.6M -$25.8M -580,369 -28%
AllianceBernstein
45
AllianceBernstein
Tennessee
$63.1M +$4.23M +95,193 +7%
CS
46
Credit Suisse
Switzerland
$62.5M -$12.7M -285,974 -17%
Capital Research Global Investors
47
Capital Research Global Investors
California
$62.2M
ZP
48
Zimmer Partners
New York
$61.8M +$41.1M +925,000 +185%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$59.5M +$1.8M +40,382 +3%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$57.2M -$896K -20,145 -2%

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.