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American Electric Power

997 hedge funds and large institutions have $24.4B invested in American Electric Power in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 309 increasing their positions, 391 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more call options, than puts

Call options by funds: $122M | Put options by funds: $74.5M

14% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 93

0% more funds holding

Funds holding: 994997 (+3)

0.28% more ownership

Funds ownership: 71.93%72.21% (+0.28%)

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.63B)

21% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 391

Holders
997
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
22.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
309
Reduced
391
Closed
93
Calls
$122M
Puts
$74.5M
Net Calls
+$47.3M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$90.1M +$11.1M +164,535 +14%
CS
52
Credit Suisse
Switzerland
$88.5M -$17.9M -265,843 -17%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$88.3M -$4.44M -66,000 -5%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.3M -$147K -2,183 -0.2%
LSV Asset Management
55
LSV Asset Management
Illinois
$84.9M -$19.4M -287,604 -19%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$83.9M +$13.9M +206,591 +20%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$78.4M -$8.43M -125,142 -10%
Macquarie Group
58
Macquarie Group
Australia
$76M +$56.3M +836,896 +309%
APG Asset Management
59
APG Asset Management
Netherlands
$69.6M -$160M -2,379,760 -66%
Principal Financial Group
60
Principal Financial Group
Iowa
$65.4M -$3.04M -45,209 -5%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$65.2M +$53M +787,859 +484%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$63.9M +$1.11M +16,500 +2%
RJA
63
Raymond James & Associates
Florida
$63.3M -$2.69M -39,972 -4%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$62.7M +$76.6K +1,138 +0.1%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$61.7M -$6.88M -102,186 -10%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$60.7M +$300K +4,449 +0.5%
Chevy Chase Trust
67
Chevy Chase Trust
Maryland
$59.4M -$167K -2,485 -0.3%
First Trust Advisors
68
First Trust Advisors
Illinois
$57.8M +$16.3M +242,167 +40%
Asset Management One
69
Asset Management One
Japan
$57.3M +$2.15M +31,911 +4%
GF
70
Gabelli Funds
New York
$56.2M
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$56.2M -$1.77M -26,296 -3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$55.3M -$5.08M -75,446 -9%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$53.7M -$235K -3,490 -0.4%
CIA
74
ClearBridge Investments (Australia)
Australia
$51.5M +$50.2M +744,925 +14,265%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$50M -$949K -14,098 -2%

AEP Hedge Fund Activity: Q1 2018 in Review

997 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2018, worth a combined $24.4B — down 6.3% from $26B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AEP positions and 93 closed out — a net gain of 13 holders — while 309 added to existing stakes and 391 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $540M. The largest seller was T. Rowe Price Associates, cutting an estimated $415M.

  • 997 institutional investors held American Electric Power (AEP) as of Q1 2018, up from 994 in Q4 2017.
  • Funds reported $24.4B of American Electric Power stock for Q1 2018, down 6.3% quarter-over-quarter.
  • 106 funds opened new American Electric Power positions in Q1 2018 and 93 closed out, a net change of +13 holders.
  • The largest American Electric Power buyer in Q1 2018 was Wellington Management Group, an estimated $540M added.
  • The largest American Electric Power seller in Q1 2018 was T. Rowe Price Associates, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2018.