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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
GF
51
Gabelli Funds
New York
$56.7M -$1.73M -39,000 -3%
Prudential Financial
52
Prudential Financial
New Jersey
$56.6M -$4.57M -102,853 -7%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$54.2M +$55.6M +1,251,000 New
Goldman Sachs
54
Goldman Sachs
New York
$51.7M -$7.44M -167,394 -12%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$50.6M +$10.5M +235,675 +25%
PI
56
Putnam Investments
Massachusetts
$50.6M +$438K +9,847 +0.9%
LCS
57
Levin Capital Strategies
New York
$49.1M +$334K +7,508 +0.7%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$48.8M +$38.7M +870,490 +341%
RFC
59
Russell Frank Company
Washington
$48.3M -$8.25M -185,527 -14%
Deutsche Bank
60
Deutsche Bank
Germany
$48.3M -$17.3M -388,840 -26%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$47.8M -$866K -19,468 -2%
BJ
62
BlackRock Japan
Japan
$47.1M -$7.65M -171,915 -14%
SB
63
Suntrust Banks
Georgia
$46.7M +$42.7M +958,980 +813%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$46.3M -$8.54M -191,964 -15%
WCM
65
Winton Capital Management
United Kingdom
$46.3M -$4.76M -107,115 -9%
AQR Capital Management
66
AQR Capital Management
Connecticut
$46.1M -$26.5M -595,388 -36%
U
67
UBS
Switzerland
$45.9M +$1.95M +43,796 +4%
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$45.6M +$1.68M +37,725 +4%
Boston Partners
69
Boston Partners
Massachusetts
$45.4M -$70.5M -1,585,788 -60%
IG
70
ING Group
Netherlands
$41.9M -$2.09M -47,004 -5%
BIM
71
BlackRock Investment Management
Delaware
$41.5M -$19.7M -443,235 -32%
HEIP
72
Hudson Edge Investment Partners
New Jersey
$40.4M -$4.4M -98,830 -10%
Barclays
73
Barclays
United Kingdom
$39.1M +$7.24M +162,717 +22%
PPA
74
Parametric Portfolio Associates
Washington
$38.5M -$1.95M -43,789 -5%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$37.9M +$1.2M +27,002 +3%

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.