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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$71.7M -$7.13M -135,220 -10%
GF
52
Gabelli Funds
New York
$69M -$106K -2,000 -0.2%
Prudential Financial
53
Prudential Financial
New Jersey
$66.7M +$10.7M +203,047 +20%
Deutsche Bank
54
Deutsche Bank
Germany
$61.1M +$1.48M +28,025 +3%
Axa
55
Axa
France
$58.6M +$18M +341,407 +48%
BIM
56
BlackRock Investment Management
Delaware
$58M +$4.59M +87,033 +9%
CC
57
Carlson Capital
Texas
$57.8M -$35.9M -680,230 -40%
Two Sigma Investments
58
Two Sigma Investments
New York
$56.7M -$12.4M -235,519 -19%
EA
59
Euclid Advisors
Connecticut
$56.4M +$53.4M +1,011,810 New
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$56.4M -$9.37M -177,708 -15%
CNB
61
City National Bank
California
$54.2M +$5.99M +113,583 +13%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$54.1M -$1.29M -24,373 -2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$51.3M -$9.18M -174,009 -16%
BJ
64
BlackRock Japan
Japan
$50.7M +$3.71M +70,421 +8%
GC
65
Guggenheim Capital
Illinois
$50.1M +$4.4M +83,339 +10%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$49.7M +$369K +7,000 +0.8%
EIP
67
Energy Income Partners
Connecticut
$49.6M +$21M +397,587 +81%
Principal Financial Group
68
Principal Financial Group
Iowa
$49M +$11.8M +223,950 +34%
HEIP
69
Hudson Edge Investment Partners
New Jersey
$48.8M -$5.86M -111,010 -11%
NI
70
Numeric Investors
Massachusetts
$48.6M +$46M +871,712 New
PPA
71
Parametric Portfolio Associates
Washington
$48M -$157K -2,984 -0.3%
Barclays
72
Barclays
United Kingdom
$47.8M +$5.75M +108,942 +14%
First Trust Advisors
73
First Trust Advisors
Illinois
$47.8M +$127K +2,402 +0.3%
PI
74
PGGM Investments
Netherlands
$47.4M +$2.02M +38,257 +5%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$43.7M -$505K -9,573 -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.