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American Electric Power
AEP

1,083 hedge funds and large institutions have $26.7B invested in American Electric Power in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 83

29% more call options, than puts

Call options by funds: $144M | Put options by funds: $112M

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8% more funds holding

Funds holding: 1,003 → 1,083 (+80)

5% more capital invested

Capital invested by funds: $25.5B → $26.7B (+$1.17B)

0.75% more ownership

Funds ownership: 73.03% → 73.78% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

Holders
1,083
Holders Change
+80
Holders Change %
+7.98%
% of All Funds
24.13%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
174
Increased
337
Reduced
360
Closed
83
Calls
$144M
Puts
$112M
Net Calls
+$32.1M
Net Calls Change
+$2.33M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$260M
2
CBOA
Commonwealth Bank of Australia
Australia
+$153M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$140M
4
BlackRock
BlackRock
New York
+$104M
5
State Street
State Street
Massachusetts
+$73.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$137M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$81.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$80M
4
Two Sigma Investments
Two Sigma Investments
New York
-$69.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$82.5M -$23.4M -312,042 -22%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$77.4M -$5M -66,600 -6%
Macquarie Group
53
Macquarie Group
Australia
$75.5M -$7.57M -100,900 -9%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$72.5M -$3.16M -42,070 -4%
RJA
55
Raymond James & Associates
Florida
$71.7M -$679K -9,050 -0.9%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$71.3M +$4.38M +58,389 +7%
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$71M +$3.55M +47,348 +5%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$66.9M -$427K -5,685 -0.6%
Robeco Institutional Asset Management
59
Robeco Institutional Asset Management
Netherlands
$65.8M +$242K +3,231 +0.4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$65.7M +$444K +5,921 +0.7%
First Trust Advisors
61
First Trust Advisors
Illinois
$65.5M +$5.41M +72,119 +9%
Asset Management One
62
Asset Management One
Japan
$65.3M +$337K +4,486 +0.5%
BCM
63
Bridgeway Capital Management
Texas
$64.4M -$37.5K -500 -0.1%
Deutsche Bank
64
Deutsche Bank
Germany
$64.3M -$41.9M -558,903 -39%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$61.9M +$7.85M +104,666 +14%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$60.9M -$522K -6,955 -0.8%
GF
67
Gabelli Funds
New York
$59.8M -$375K -5,000 -0.6%
M&T Bank
68
M&T Bank
New York
$54.1M +$292K +3,894 +0.5%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$53.7M -$494K -6,589 -0.9%
GIA
70
Gateway Investment Advisers
Ohio
$53.5M -$128K -1,704 -0.2%
O
71
OppenheimerFunds
New York
$53.1M -$5.55M -74,011 -9%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$52.9M -$4.35K -58 -0%
Principal Financial Group
73
Principal Financial Group
Iowa
$52.9M -$19.4M -258,588 -27%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$52.3M +$1.95M +25,965 +4%
Barclays
75
Barclays
United Kingdom
$51.1M -$40.4M -538,081 -44%
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AEP Hedge Fund Activity: Q4 2018 in Review

1,083 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2018, worth a combined $26.7B — up 4.6% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new AEP positions and 83 closed out — a net gain of 91 holders — while 337 added to existing stakes and 360 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $260M. The largest seller was Massachusetts Financial Services, cutting an estimated $137M.

  • 1,083 institutional investors held American Electric Power (AEP) as of Q4 2018, up from 1,003 in Q3 2018.
  • Funds reported $26.7B of American Electric Power stock for Q4 2018, up 4.6% quarter-over-quarter.
  • 174 funds opened new American Electric Power positions in Q4 2018 and 83 closed out, a net change of +91 holders.
  • The largest American Electric Power buyer in Q4 2018 was Capital Research Global Investors, an estimated $260M added.
  • The largest American Electric Power seller in Q4 2018 was Massachusetts Financial Services, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2018.