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American Electric Power

716 hedge funds and large institutions have $18.1B invested in American Electric Power in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $116M | Put options by funds: $80.9M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

23% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 229

12% more capital invested

Capital invested by funds: $16.2B → $18.1B (+$1.99B)

1.94% more ownership

Funds ownership: 65.16%67.1% (+1.9%)

1% more funds holding

Funds holding: 708716 (+8)

Holders
716
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
20.57%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
58
Increased
282
Reduced
229
Closed
45
Calls
$116M
Puts
$80.9M
Net Calls
+$34.9M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$179M +$63.1M +1,195,966 +59%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$172M +$44M +834,590 +37%
Legal & General Group
28
Legal & General Group
United Kingdom
$171M -$5.74M -108,808 -3%
MAA
29
Managed Account Advisors
New Jersey
$141M +$28.5M +541,004 +27%
TG
30
TCW Group
California
$138M -$9.69M -183,597 -7%
BlackRock
31
BlackRock
New York
$128M +$4.51M +85,469 +4%
AllianceBernstein
32
AllianceBernstein
Tennessee
$126M +$57.1M +1,081,479 +92%
Wells Fargo
33
Wells Fargo
California
$123M +$14.5M +274,762 +14%
Boston Partners
34
Boston Partners
Massachusetts
$120M +$15.2M +288,946 +16%
TCIM
35
TIAA CREF Investment Management
New York
$120M -$20.2M -382,107 -15%
Jennison Associates
36
Jennison Associates
New York
$118M +$16M +303,336 +17%
Charles Schwab
37
Charles Schwab
California
$117M +$4.65M +88,223 +4%
Goldman Sachs
38
Goldman Sachs
New York
$112M +$28.5M +539,894 +37%
UBS AM
39
UBS AM
Illinois
$108M +$126K +2,386 +0.1%
AAMU
40
Amundi Asset Management US
Massachusetts
$103M +$8.01M +151,750 +9%
BA
41
BlackRock Advisors
Delaware
$101M -$1.43M -27,189 -1%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$100M +$6.73M +127,619 +8%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$100M +$91.6M +1,737,243 +3,108%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$93.3M +$1.58M +29,900 +2%
IG
45
ING Group
Netherlands
$86.6M +$29.6M +561,618 +57%
AQR Capital Management
46
AQR Capital Management
Connecticut
$84.4M +$12.4M +234,900 +18%
Capital Research Global Investors
47
Capital Research Global Investors
California
$80M
PI
48
Putnam Investments
Massachusetts
$78.9M +$4.21M +79,841 +6%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$76.7M +$46.5M +880,874 +178%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.9M +$641K +12,142 +1%

AEP Hedge Fund Activity: Q2 2014 in Review

716 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2014, worth a combined $18.1B — up 12% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AEP positions and 45 closed out — a net gain of 13 holders — while 282 added to existing stakes and 229 trimmed.

The largest buyer was Norges Bank, adding an estimated $145M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 716 institutional investors held American Electric Power (AEP) as of Q2 2014, up from 708 in Q1 2014.
  • Funds reported $18.1B of American Electric Power stock for Q2 2014, up 12% quarter-over-quarter.
  • 58 funds opened new American Electric Power positions in Q2 2014 and 45 closed out, a net change of +13 holders.
  • The largest American Electric Power buyer in Q2 2014 was Norges Bank, an estimated $145M added.
  • The largest American Electric Power seller in Q2 2014 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2014.