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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
101
Dimensional Fund Advisors
Texas
$20.6M +$145K +3,253 +0.7%
MAM
102
Magellan Asset Management
Australia
$20.1M +$284K +6,375 +1%
LM
103
Luminus Management
Texas
$19.9M -$27.3M -612,851 -57%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$19.7M -$374K -8,400 -2%
WCM
105
Wedge Capital Management
North Carolina
$18.9M -$2.19M -49,165 -10%
H
106
Hexavest
Quebec, Canada
$18.5M -$473K -10,633 -2%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4M -$575K -12,919 -3%
US Bancorp
108
US Bancorp
Minnesota
$18.3M -$1.66M -37,427 -8%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$18.3M +$497K +11,169 +3%
SONJCPFA
110
State of New Jersey Common Pension Fund A
New Jersey
$18M
Citigroup
111
Citigroup
New York
$18M -$3.76M -84,570 -17%
Credit Agricole
112
Credit Agricole
France
$17.8M +$18.3M +411,155 New
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$17.3M -$7.53M -169,414 -30%
SM
114
Seminole Management
New York
$16.8M
MIS
115
Morningstar Investment Services
Illinois
$16.3M +$8.47M +190,489 +105%
ELC
116
Edgar Lomax Company
Virginia
$16M -$1.61M -36,250 -9%
TA
117
Teachers Advisors
New York
$16M -$551K -12,393 -3%
SCM
118
Stevens Capital Management
Pennsylvania
$15.3M +$1.41M +31,739 +10%
NTCOC
119
Northern Trust Company of Connecticut
Connecticut
$15.1M +$3.93M +88,400 +34%
CA
120
Commerzbank Aktiengesellschaft
Germany
$15.1M -$19.4M -436,496 -56%
SG Americas Securities
121
SG Americas Securities
New York
$15M -$6.54M -147,120 -30%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$15M +$10.5M +236,491 +216%
Citadel Advisors
123
Citadel Advisors
Florida
$14.4M +$4.62M +103,965 +46%
Lazard Asset Management
124
Lazard Asset Management
New York
$14.3M +$4.67M +105,020 +47%
VDI
125
Vaughan David Investments
Illinois
$14.1M -$721K -16,217 -5%

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.