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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B -$28.5M -641,344 -3%
State Street
2
State Street
Massachusetts
$1.03B -$18.6M -417,743 -2%
BIT
3
BlackRock Institutional Trust
California
$703M +$12.6M +282,826 +2%
Franklin Resources
4
Franklin Resources
California
$665M -$535K -12,040 -0.1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$427M +$168M +3,767,705 +62%
BFA
6
BlackRock Fund Advisors
California
$389M +$703K +15,805 +0.2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$329M +$35.1M +789,520 +12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$287M -$34M -763,430 -10%
Allianz Asset Management
9
Allianz Asset Management
Germany
$281M -$4.03M -90,683 -1%
Northern Trust
10
Northern Trust
Illinois
$275M -$9.84M -221,188 -3%
Ameriprise
11
Ameriprise
Minnesota
$260M +$13M +293,363 +5%
LSV Asset Management
12
LSV Asset Management
Illinois
$243M +$23.6M +530,800 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$240M +$2.42M +54,443 +1%
BG
14
BlackRock Group
United Kingdom
$213M +$16.5M +371,574 +8%
AL
15
AJO LP
Pennsylvania
$200M -$13M -292,200 -6%
Millennium Management
16
Millennium Management
New York
$192M +$119M +2,669,501 +151%
Invesco
17
Invesco
Georgia
$190M -$13.7M -308,476 -7%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$168M +$117M +2,638,089 +213%
Norges Bank
19
Norges Bank
Norway
$167M +$5.89M +132,355 +4%
Morgan Stanley
20
Morgan Stanley
New York
$155M -$33.7M -756,931 -18%
APG Asset Management
21
APG Asset Management
Netherlands
$153M +$16.6M +373,446 +12%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$150M +$4.76M +106,919 +3%
Federated Hermes
23
Federated Hermes
Pennsylvania
$148M +$1.02M +22,988 +0.7%
Legal & General Group
24
Legal & General Group
United Kingdom
$130M +$11.1M +249,388 +9%
JHIU
25
Janus Henderson Investors US
Colorado
$127M -$45.7M -1,028,286 -26%

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.