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American Electric Power

677 hedge funds and large institutions have $14.8B invested in American Electric Power in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 238 increasing their positions, 264 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

55% more call options, than puts

Call options by funds: $118M | Put options by funds: $76.2M

8% more capital invested

Capital invested by funds: $13.6B → $14.8B (+$1.14B)

5% more funds holding

Funds holding: 647677 (+30)

0.3% more ownership

Funds ownership: 64.42%64.72% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 264

Holders
677
Holders Change
+30
Holders Change %
+4.64%
% of All Funds
19.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
79
Increased
238
Reduced
264
Closed
43
Calls
$118M
Puts
$76.2M
Net Calls
+$41.6M
Net Calls Change
-$852M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$145M -$18.9M -408,781 -12%
ClearBridge Investments
27
ClearBridge Investments
New York
$136M +$3.16M +68,480 +2%
Adage Capital Partners
28
Adage Capital Partners
Massachusetts
$124M +$30M +650,000 +32%
TG
29
TCW Group
California
$120M +$240K +5,201 +0.2%
TCIM
30
TIAA CREF Investment Management
New York
$109M -$366K -7,942 -0.3%
BlackRock
31
BlackRock
New York
$104M -$3.65M -78,997 -3%
MAA
32
Managed Account Advisors
New Jersey
$92.3M -$14.8M -321,718 -14%
BA
33
BlackRock Advisors
Delaware
$87.3M -$1.49M -32,360 -2%
Jennison Associates
34
Jennison Associates
New York
$84.6M +$13M +280,803 +18%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$82.7M +$54.6M +1,183,749 +202%
Charles Schwab
36
Charles Schwab
California
$82.2M -$18.9M -408,899 -19%
Wells Fargo
37
Wells Fargo
California
$80.2M +$10.6M +229,984 +15%
AAMU
38
Amundi Asset Management US
Massachusetts
$79.2M -$1.91M -41,436 -2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$78.6M -$1.77M -38,400 -2%
SAC
40
Smith Affiliated Capital
New York
$77.9M
UBS AM
41
UBS AM
Illinois
$77.4M +$3.59M +77,838 +5%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$76.8M +$13M +281,196 +20%
Goldman Sachs
43
Goldman Sachs
New York
$75.5M +$19.6M +423,714 +36%
Boston Partners
44
Boston Partners
Massachusetts
$69.5M +$20.3M +439,160 +42%
CS
45
Credit Suisse
Switzerland
$69.1M +$1.68M +36,503 +3%
SB
46
Suntrust Banks
Georgia
$67.8M +$17.2M +373,254 +35%
Two Sigma Investments
47
Two Sigma Investments
New York
$67.6M +$39M +845,579 +141%
Capital Research Global Investors
48
Capital Research Global Investors
California
$67.1M
PI
49
Putnam Investments
Massachusetts
$62.9M +$8.31M +180,177 +15%
GF
50
Gabelli Funds
New York
$60.8M -$323K -7,000 -0.5%

AEP Hedge Fund Activity: Q4 2013 in Review

677 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2013, worth a combined $14.8B — up 8.4% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AEP positions and 43 closed out — a net gain of 36 holders — while 238 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Ameriprise, cutting an estimated $116M.

  • 677 institutional investors held American Electric Power (AEP) as of Q4 2013, up from 647 in Q3 2013.
  • Funds reported $14.8B of American Electric Power stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 79 funds opened new American Electric Power positions in Q4 2013 and 43 closed out, a net change of +36 holders.
  • The largest American Electric Power buyer in Q4 2013 was JP Morgan Chase, an estimated $370M added.
  • The largest American Electric Power seller in Q4 2013 was Ameriprise, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2013.