We are live on ! Find out more
AEP icon

American Electric Power

677 hedge funds and large institutions have $14.8B invested in American Electric Power in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 238 increasing their positions, 264 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

55% more call options, than puts

Call options by funds: $118M | Put options by funds: $76.2M

8% more capital invested

Capital invested by funds: $13.6B → $14.8B (+$1.14B)

5% more funds holding

Funds holding: 647677 (+30)

0.3% more ownership

Funds ownership: 64.42%64.72% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 264

Holders
677
Holders Change
+30
Holders Change %
+4.64%
% of All Funds
19.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
79
Increased
238
Reduced
264
Closed
43
Calls
$118M
Puts
$76.2M
Net Calls
+$41.6M
Net Calls Change
-$852M
Name Holding Trade Value Shares
Change
Change in
Stake
ZP
76
Zimmer Partners
New York
$36.1M -$30.2M -653,700 -46%
GC
77
Guggenheim Capital
Illinois
$32.9M -$5.85M -126,753 -15%
DCM
78
Decade Capital Management
New York
$32.1M -$92.5M -2,004,100 -74%
MTB
79
Mizuho Trust & Banking
Japan
$32M -$828K -17,950 -3%
American Century Companies
80
American Century Companies
Missouri
$32M +$503K +10,901 +2%
O
81
OppenheimerFunds
New York
$32M -$10.2K -220 -0%
RFC
82
Russell Frank Company
Washington
$31.5M -$20.3M -439,355 -39%
Macquarie Group
83
Macquarie Group
Australia
$31M +$21.2M +459,640 +222%
BTS
84
BB&T Securities
Virginia
$30.8M +$189K +4,090 +7%
SG Americas Securities
85
SG Americas Securities
New York
$29.8M +$13.5M +291,703 +84%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$28.7M +$735K +15,939 +3%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$27.3M +$3.93M +85,207 +17%
WCM
88
Winton Capital Management
United Kingdom
$26.3M -$23.3M -505,903 -47%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$26M -$23.7M -513,558 -48%
Principal Financial Group
90
Principal Financial Group
Iowa
$25.7M -$14.1K -305 -0.1%
First Trust Advisors
91
First Trust Advisors
Illinois
$25.5M -$575K -12,460 -2%
VAM
92
Visium Asset Management
New York
$25.3M -$1.74M -37,714 -7%
Swiss National Bank
93
Swiss National Bank
Switzerland
$24.2M -$355K -7,700 -1%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$23.6M -$1.77M -38,354 -7%
Dimensional Fund Advisors
95
Dimensional Fund Advisors
Texas
$23.4M +$1.24M +26,790 +6%
MAM
96
Magellan Asset Management
Australia
$22.6M +$921K +19,957 +4%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$22.6M -$1.63M -35,330 -7%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$22.2M -$45.7M -990,765 -68%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$21.7M +$434K +9,400 +2%
WCM
100
Wedge Capital Management
North Carolina
$20.9M +$485K +10,500 +2%

AEP Hedge Fund Activity: Q4 2013 in Review

677 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2013, worth a combined $14.8B — up 8.4% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AEP positions and 43 closed out — a net gain of 36 holders — while 238 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Ameriprise, cutting an estimated $116M.

  • 677 institutional investors held American Electric Power (AEP) as of Q4 2013, up from 647 in Q3 2013.
  • Funds reported $14.8B of American Electric Power stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 79 funds opened new American Electric Power positions in Q4 2013 and 43 closed out, a net change of +36 holders.
  • The largest American Electric Power buyer in Q4 2013 was JP Morgan Chase, an estimated $370M added.
  • The largest American Electric Power seller in Q4 2013 was Ameriprise, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2013.