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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
CVA
76
Ceredex Value Advisors
Florida
$50.2M -$19.5M -260,400 -28%
ZIM
77
Zacks Investment Management
Illinois
$48.6M +$8.06M +107,459 +20%
Millennium Management
78
Millennium Management
New York
$48.6M +$8.7M +115,878 +22%
DZ Bank
79
DZ Bank
Germany
$47.7M -$57.9M -771,038 -55%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$47.4M -$10M -133,675 -17%
H
81
Hexavest
Quebec, Canada
$47.2M +$47.1M +628,049 +20,666%
SLAM
82
Swiss Life Asset Management
$46.2M -$7.07M -94,275 -13%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$45.9M +$46.1M +614,580 New
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$44.2M +$13.7M +182,749 +45%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$44M +$335K +4,460 +0.8%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$43.3M +$3.75M +50,000 +9%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$43M – – –
Prudential Financial
88
Prudential Financial
New Jersey
$41M -$811K -10,814 -2%
National Pension Service
89
National Pension Service
South Korea
$41M +$1.82M +24,286 +5%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$40.3M -$5.49M -73,180 -12%
RCAMU
91
Rothschild & Co Asset Management US
Connecticut
$37M +$325K +4,330 +0.9%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$36.4M +$34M +452,965 +1,329%
Two Sigma Investments
93
Two Sigma Investments
New York
$36.2M -$69.1M -921,041 -66%
LSV Asset Management
94
LSV Asset Management
Illinois
$36.2M -$1.53M -20,400 -4%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$36M -$7.91M -105,400 -18%
Canada Life
96
Canada Life
Manitoba, Canada
$35.8M -$348K -4,641 -0.9%
AG
97
Aperio Group
California
$34.2M +$4.75M +63,356 +16%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$32.9M -$13.3M -177,498 -29%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$32.7M +$16.4M +219,068 +100%
Citigroup
100
Citigroup
New York
$32.6M +$18.7M +249,033 +133%
2 3
4
5 6

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.