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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
SM
101
Seminole Management
New York
$25.3M +$3.59M +68,000 +18%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$24.8M -$137K -2,600 -0.6%
Citigroup
103
Citigroup
New York
$24.7M +$17.2M +326,185 +281%
ZIM
104
Zacks Investment Management
Illinois
$24.5M +$8.22M +155,900 +55%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$23.8M -$470K -8,902 -2%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$23.3M -$19.5M -369,613 -47%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1M +$390K +7,388 +2%
ACI
108
AMP Capital Investors
Australia
$22.9M +$5.5M +104,254 +34%
RFC
109
Russell Frank Company
Washington
$21.9M -$1.68M -31,777 -7%
US Bancorp
110
US Bancorp
Minnesota
$21.6M -$2.57M -48,777 -11%
MAM
111
Magellan Asset Management
Australia
$21.1M -$4.93M -93,367 -20%
RJA
112
Raymond James & Associates
Florida
$20.6M +$1.52M +28,768 +8%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$19.9M -$2.44M -46,195 -11%
American Century Companies
114
American Century Companies
Missouri
$19.8M -$22.6M -428,706 -55%
RCAMU
115
Rothschild & Co Asset Management US
Connecticut
$19.8M +$18.7M +354,410 New
FQ
116
First Quadrant
California
$19.6M +$14.6M +276,000 +367%
VDI
117
Vaughan David Investments
Illinois
$18.8M +$158K +3,000 +0.9%
Lazard Asset Management
118
Lazard Asset Management
New York
$17.9M -$2.43M -46,015 -13%
SO
119
STRS Ohio
Ohio
$17.7M -$812K -15,388 -5%
GIA
120
Gateway Investment Advisers
Ohio
$17.6M +$670K +12,697 +4%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$17.1M +$16.1M +306,000 New
SG Americas Securities
122
SG Americas Securities
New York
$16.8M -$11.5M -218,934 -42%
AAF
123
Andra AP-fonden
Sweden
$16.7M +$5.55M +105,300 +54%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$16.4M -$57.6M -1,091,807 -79%
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$16.1M +$1.11M +21,085 +8%

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.