American Electric Power
730 hedge funds and large institutions have $17B invested in American Electric Power in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 267 increasing their positions, 269 reducing their positions, and 36 closing their positions.
56% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 36
51% more call options, than puts
Call options by funds: $129M | Put options by funds: $85.1M
2% more funds holding
Funds holding: 716 → 730 (+14)
0.49% less ownership
Funds ownership: 67.1% → 66.62% (-0.49%)
1% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 269
6% less capital invested
Capital invested by funds: $18.1B → $17B (-$1.17B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$139M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$62.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$53.8M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$183M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$106M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$72M |
| 4 |
State Street
Boston,
Massachusetts
|
-$62.8M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$56.4M |
AEP Hedge Fund Activity: Q3 2014 in Review
730 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2014, worth a combined $17B — down 6.5% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AEP positions and 36 closed out — a net gain of 20 holders — while 267 added to existing stakes and 269 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $139M. The largest seller was Norges Bank, cutting an estimated $183M.
- 730 institutional investors held American Electric Power (AEP) as of Q3 2014, up from 716 in Q2 2014.
- Funds reported $17B of American Electric Power stock for Q3 2014, down 6.5% quarter-over-quarter.
- 56 funds opened new American Electric Power positions in Q3 2014 and 36 closed out, a net change of +20 holders.
- The largest American Electric Power buyer in Q3 2014 was LSV Asset Management, an estimated $139M added.
- The largest American Electric Power seller in Q3 2014 was Norges Bank, an estimated $183M sold.
Based on aggregated 13F filings for Q3 2014.