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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
SCA
201
Stillwater Capital Advisors
Pennsylvania
$5.4M -$238K -4,511 -4%
CAM
202
Carret Asset Management
New York
$5.39M +$5.01K +95 +0.1%
HI
203
HBK Investments
Texas
$5.32M -$3.72M -70,587 -43%
AG
204
Aperio Group
California
$5.24M +$129K +2,451 +3%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$5.03M -$101K -1,913 -2%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.99M -$214K -4,059 -4%
FCM
207
Forester Capital Management
Illinois
$4.91M
OTPPB
208
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.75M +$32.3K +613 +0.7%
LPL Financial
209
LPL Financial
California
$4.74M +$687K +13,028 +18%
URS
210
Utah Retirement Systems
Utah
$4.72M -$137K -2,600 -3%
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$4.72M +$189K +3,579 +4%
CSS
212
Cubist Systematic Strategies
Connecticut
$4.71M +$4.45M +84,365 New
OC
213
Oppenheimer & Co
New York
$4.69M +$158K +2,988 +4%
OIM
214
Opus Investment Management
Massachusetts
$4.61M
EIA
215
Edgemoor Investment Advisors
Maryland
$4.56M -$19K -360 -0.4%
OI
216
Oakbrook Investments
Illinois
$4.49M -$36.9K -700 -0.9%
Schroder Investment Management Group
217
Schroder Investment Management Group
United Kingdom
$4.47M +$259K +4,905 +7%
MSA
218
Mason Street Advisors
Wisconsin
$4.47M -$1.48M -28,068 -26%
FVCM
219
F&V Capital Management
Florida
$4.42M -$182K -3,455 -4%
GCAC
220
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.37M +$27.2K +515 +0.6%
DILH
221
Dai-ichi Life Holdings
Japan
$4.33M +$28.8K +546 +0.7%
Stifel Financial
222
Stifel Financial
Missouri
$4.32M +$110K +2,093 +3%
MHC
223
Meyer Handelman Company
New York
$4.27M -$158 -3 -0%
CBOA
224
Commonwealth Bank of Australia
Australia
$4.26M -$5.99M -113,487 -60%
NSIM
225
North Star Investment Management
Illinois
$4.2M -$143K -2,708 -3%

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.