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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
JHIU
76
Janus Henderson Investors US
Colorado
$43.3M +$24.4M +461,600 +147%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$41.7M -$110M -2,091,800 -74%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$40.7M -$854K -16,192 -2%
U
79
UBS
Switzerland
$40.7M -$10.6M -201,088 -22%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$40.4M -$332K -6,300 -0.9%
Macquarie Group
81
Macquarie Group
Australia
$40.1M +$9.82M +186,167 +35%
O
82
OppenheimerFunds
New York
$39.4M -$294K -5,570 -0.8%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$39.3M +$19.4M +368,596 +110%
BTS
84
BB&T Securities
Virginia
$38.3M +$22.8K +433 +0.6%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$38M +$11.2M +213,042 +45%
MTB
86
Mizuho Trust & Banking
Japan
$37.6M -$765K -14,506 -2%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$37.3M -$250K -4,733 -0.7%
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$36.4M -$1.73M -32,844 -5%
SAC
89
Smith Affiliated Capital
New York
$35.4M
SCM
90
SIR Capital Management
New York
$31.6M +$6.94M +131,600 +30%
BNP Paribas Asset Management
91
BNP Paribas Asset Management
France
$30.7M +$4.77M +90,412 +20%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$30.4M -$3.44M -65,200 -11%
TC
93
Teilinger Capital
Texas
$29.8M +$28.2M +534,140 New
TA
94
Teachers Advisors
New York
$29.3M +$1.83M +34,777 +7%
ARC
95
Absolute Return Capital
Massachusetts
$28.9M +$26.4M +501,242 +2,877%
Dimensional Fund Advisors
96
Dimensional Fund Advisors
Texas
$28.9M +$550K +10,427 +2%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$26.5M -$688K -13,044 -3%
Swiss National Bank
98
Swiss National Bank
Switzerland
$26.5M +$164K +3,100 +0.7%
GACM
99
Green Arrow Capital Management
New York
$26.3M +$24.8M +470,819 New
WCM
100
Wedge Capital Management
North Carolina
$25.9M +$3.51M +66,600 +17%

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.