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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
CS
51
Credit Suisse
Switzerland
$89.2M -$183K -2,714 -0.2%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$86.7M -$4.12M -61,151 -5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$85.6M -$3.46M -51,400 -4%
TA
54
Teachers Advisors
New York
$83.9M -$26.6M -395,413 -25%
LM
55
Luminus Management
Texas
$82.8M +$50.6M +752,098 +170%
UBS Group
56
UBS Group
Switzerland
$80.7M -$23.4M -348,026 -23%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$79.9M -$4.67M -69,341 -6%
Principal Financial Group
58
Principal Financial Group
Iowa
$78.9M +$12.5M +185,781 +19%
Macquarie Group
59
Macquarie Group
Australia
$77.4M +$725K +10,769 +1%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$76M -$62.5M -928,253 -46%
PAM
61
Panagora Asset Management
Massachusetts
$72.9M -$50M -741,840 -41%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$67.5M +$52.2M +775,400 +390%
RJA
63
Raymond James & Associates
Florida
$64.8M +$865K +12,844 +1%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$63.4M +$107K +1,594 +0.2%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$61.8M +$20.4M +302,275 +51%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$61.7M +$395K +5,871 +0.7%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$61.3M -$965K -14,325 -2%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$61.2M -$3.25M -48,279 -5%
Asset Management One
69
Asset Management One
Japan
$60.4M +$2.45M +36,385 +4%
First Trust Advisors
70
First Trust Advisors
Illinois
$58.3M +$9.77K +145 +0%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$56.8M +$123K +1,827 +0.2%
GF
72
Gabelli Funds
New York
$55.8M -$943K -14,000 -2%
O
73
OppenheimerFunds
New York
$55.5M +$15.3M +227,613 +40%
BC
74
Brookfield Corp
Ontario, Canada
$52.2M +$50.7M +753,186 New
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$51.1M -$3.04M -45,085 -6%

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.