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American Electric Power

976 hedge funds and large institutions have $24.7B invested in American Electric Power in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

55% more call options, than puts

Call options by funds: $107M | Put options by funds: $69M

2% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$377M)

0.79% more ownership

Funds ownership: 72.21%73% (+0.79%)

2% less funds holding

Funds holding: 997976 (-21)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 400

Holders
976
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
66
Increased
300
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$206M -$18.4M -273,237 -8%
Goldman Sachs
27
Goldman Sachs
New York
$177M -$36.4M -540,687 -17%
Federated Hermes
28
Federated Hermes
Pennsylvania
$171M +$8.25M +122,471 +5%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$156M +$122M +1,812,198 +414%
UBS AM
30
UBS AM
Illinois
$146M +$6.36M +94,440 +5%
Millennium Management
31
Millennium Management
New York
$141M -$4.47M -66,451 -3%
AL
32
AJO LP
Pennsylvania
$139M -$22.3M -330,548 -14%
Swiss National Bank
33
Swiss National Bank
Switzerland
$139M +$3.48M +51,700 +3%
Charles Schwab
34
Charles Schwab
California
$133M +$4.55M +67,565 +4%
PI
35
Putnam Investments
Massachusetts
$132M -$7.1M -105,405 -5%
Lazard Asset Management
36
Lazard Asset Management
New York
$131M +$117M +1,738,089 +1,179%
TCIM
37
TIAA CREF Investment Management
New York
$125M -$116M -1,717,742 -49%
AQR Capital Management
38
AQR Capital Management
Connecticut
$124M -$173M -2,573,797 -59%
EIP
39
Energy Income Partners
Connecticut
$114M -$4.71M -69,905 -4%
Deutsche Bank
40
Deutsche Bank
Germany
$113M -$7.57M -112,419 -6%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$113M +$12.9M +191,813 +13%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$111M +$5.45M +80,897 +5%
PPA
43
Parametric Portfolio Associates
Washington
$109M -$227K -3,375 -0.2%
CIA
44
ClearBridge Investments (Australia)
Australia
$105M +$51.6M +766,965 +102%
Allianz Asset Management
45
Allianz Asset Management
Germany
$105M +$9.91M +147,147 +11%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.5M +$12M +178,337 +14%
DZ Bank
47
DZ Bank
Germany
$97.6M +$46.8M +694,522 +97%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$97.4M +$17.7M +262,695 +23%
DPIM
49
Duff & Phelps Investment Management
Illinois
$96.5M +$60.6K +900 +0.1%
Barclays
50
Barclays
United Kingdom
$94.1M -$1.61M -23,849 -2%

AEP Hedge Fund Activity: Q2 2018 in Review

976 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2018, worth a combined $24.7B — up 1.5% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of AEP and 66 opened new positions — a net loss of 13 holders — while 400 trimmed existing stakes and 300 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $412M. The largest seller was AQR Capital Management, cutting an estimated $173M.

  • 976 institutional investors held American Electric Power (AEP) as of Q2 2018, down from 997 in Q1 2018.
  • Funds reported $24.7B of American Electric Power stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 66 funds opened new American Electric Power positions in Q2 2018 and 79 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q2 2018 was T. Rowe Price Associates, an estimated $412M added.
  • The largest American Electric Power seller in Q2 2018 was AQR Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2018.