American Electric Power
1,083 hedge funds and large institutions have $26.7B invested in American Electric Power in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 83 closing their positions.
110% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 83
29% more call options, than puts
Call options by funds: $144M | Put options by funds: $112M
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 1,003 → 1,083 (+80)
5% more capital invested
Capital invested by funds: $25.5B → $26.7B (+$1.17B)
0.75% more ownership
Funds ownership: 73.03% → 73.78% (+0.75%)
6% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 360
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$260M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$153M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$140M |
| 4 |
BlackRock
New York
|
+$104M |
| 5 |
State Street
Boston,
Massachusetts
|
+$73.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$137M |
| 2 |
Bank of New York Mellon
New York
|
-$81.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$80M |
| 4 |
Two Sigma Investments
New York
|
-$69.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$62.3M |
AEP Hedge Fund Activity: Q4 2018 in Review
1,083 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2018, worth a combined $26.7B — up 4.6% from $25.5B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new AEP positions and 83 closed out — a net gain of 91 holders — while 337 added to existing stakes and 360 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $260M. The largest seller was Massachusetts Financial Services, cutting an estimated $137M.
- 1,083 institutional investors held American Electric Power (AEP) as of Q4 2018, up from 1,003 in Q3 2018.
- Funds reported $26.7B of American Electric Power stock for Q4 2018, up 4.6% quarter-over-quarter.
- 174 funds opened new American Electric Power positions in Q4 2018 and 83 closed out, a net change of +91 holders.
- The largest American Electric Power buyer in Q4 2018 was Capital Research Global Investors, an estimated $260M added.
- The largest American Electric Power seller in Q4 2018 was Massachusetts Financial Services, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2018.