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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
HIMCH
176
Hartford Investment Management Co (HIMCO)
Connecticut
$6.3M -$250K -5,611 -4%
UOC
177
UBS O'Connor
Illinois
$6.25M +$6.41M +144,151 New
FAF
178
Fjarde Ap-fonden
Sweden
$6.15M -$452K -10,174 -7%
LBG
179
Lloyds Banking Group
United Kingdom
$6.11M +$736K +16,540 +13%
MSR
180
Main Street Research
Connecticut
$6.07M -$77.9K -1,752 -1%
USAA
181
United Services Automobile Association
Texas
$5.82M +$20.7K +465 +0.3%
ERSOT
182
Employees Retirement System of Texas
Texas
$5.81M
Jacobs Levy Equity Management
183
Jacobs Levy Equity Management
New Jersey
$5.68M -$5.18M -116,580 -47%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$5.65M -$581K -13,067 -9%
EIM
185
ExxonMobil Investment Management
Texas
$5.61M -$251K -5,646 -4%
IC
186
Inverness Counsel
New York
$5.47M -$842K -18,940 -13%
STC
187
SEI Trust Company
Pennsylvania
$5.32M -$769K -17,285 -12%
OTPPB
188
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.3M +$16.5K +370 +0.3%
Royal London Asset Management
189
Royal London Asset Management
United Kingdom
$5.25M +$77.6K +1,745 +2%
SCM
190
SIR Capital Management
New York
$5.24M +$5.38M +120,900 New
KeyBank National Association
191
KeyBank National Association
Ohio
$5.23M -$535K -12,027 -9%
Nomura Holdings
192
Nomura Holdings
Japan
$5.23M +$799K +17,956 +17%
CAI
193
Capital Advisors Inc
Oklahoma
$5.13M +$1.01M +22,766 +24%
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$5.04M +$251K +5,634 +5%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$4.96M -$2.44M -54,864 -32%
BSPF
196
British Steel Pension Fund
United Kingdom
$4.94M -$6.05M -136,000 -54%
JCM
197
Jasinkiewicz Capital Management
New Jersey
$4.91M +$3.38M +76,100 +205%
FCAM
198
F&C Asset Management
United Kingdom
$4.9M -$47.9K -1,076 -0.9%
WT
199
Whittier Trust
California
$4.9M -$47.9K -1,077 -0.9%
BMCMI
200
Bryn Mawr Capital Management Inc
Pennsylvania
$4.82M +$3.68M +82,752 +292%

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.