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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.6M -$159K -3,455 -0.8%
US Bancorp
102
US Bancorp
Minnesota
$19.5M -$250K -5,416 -1%
SONJCPFA
103
State of New Jersey Common Pension Fund A
New Jersey
$19.4M
LCS
104
Levin Capital Strategies
New York
$19.4M -$33.1M -717,912 -63%
TA
105
Teachers Advisors
New York
$19.4M +$2.11M +45,757 +12%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$19.1M +$460K +9,960 +2%
MIS
107
Morningstar Investment Services
Illinois
$19.1M +$1.63M +35,237 +9%
EIP
108
Energy Income Partners
Connecticut
$18.9M +$18.7M +404,868 New
Credit Agricole
109
Credit Agricole
France
$18.6M -$568K -12,300 -3%
SM
110
Seminole Management
New York
$18.1M
UOC
111
UBS O'Connor
Illinois
$17.8M +$10.9M +236,648 +164%
BNP Paribas Asset Management
112
BNP Paribas Asset Management
France
$17.6M -$2.17M -47,052 -11%
NTCOC
113
Northern Trust Company of Connecticut
Connecticut
$16.4M +$126K +2,739 +0.8%
PI
114
PGGM Investments
Netherlands
$16.3M -$20.2M -437,036 -56%
SO
115
STRS Ohio
Ohio
$15.9M +$715K +15,500 +5%
RJA
116
Raymond James & Associates
Florida
$15.8M +$1.37M +29,785 +10%
VDI
117
Vaughan David Investments
Illinois
$15.5M +$271K +5,883 +2%
WMSA
118
Weiss Multi-Strategy Advisers
New York
$15.5M -$11.2M -243,250 -42%
Lazard Asset Management
119
Lazard Asset Management
New York
$14.8M -$609K -13,200 -4%
TC
120
Teilinger Capital
Texas
$14.7M +$14.5M +315,275 New
Caisse de Depot et Placement du Quebec (CDPQ)
121
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.6M +$5.67M +122,800 +65%
Axa
122
Axa
France
$14.3M -$245K -5,300 -2%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$14.1M -$269K -5,840 -2%
NAM
124
Nexus Asset Management
New York
$14M +$13.9M +300,500 New
Wellington Management Group
125
Wellington Management Group
Massachusetts
$13.9M -$348K -7,544 -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.