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American Electric Power

677 hedge funds and large institutions have $14.8B invested in American Electric Power in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 238 increasing their positions, 264 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

55% more call options, than puts

Call options by funds: $118M | Put options by funds: $76.2M

8% more capital invested

Capital invested by funds: $13.6B → $14.8B (+$1.14B)

5% more funds holding

Funds holding: 647677 (+30)

0.3% more ownership

Funds ownership: 64.42%64.72% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 264

Holders
677
Holders Change
+30
Holders Change %
+4.64%
% of All Funds
19.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
79
Increased
238
Reduced
264
Closed
43
Calls
$118M
Puts
$76.2M
Net Calls
+$41.6M
Net Calls Change
-$852M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$12.5M +270,879 +1%
State Street
2
State Street
Massachusetts
$1.1B -$19.7M -427,601 -2%
BIT
3
BlackRock Institutional Trust
California
$721M -$36.3M -786,833 -5%
Franklin Resources
4
Franklin Resources
California
$716M -$188K -4,070 -0%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$545M +$83.1M +1,801,300 +18%
JP Morgan Chase
6
JP Morgan Chase
New York
$501M +$370M +8,024,516 +298%
BFA
7
BlackRock Fund Advisors
California
$425M +$5.2M +112,716 +1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$372M +$16.1M +349,954 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$352M +$41.7M +902,774 +14%
Allianz Asset Management
10
Allianz Asset Management
Germany
$321M +$17.9M +388,872 +6%
Bank of America
11
Bank of America
North Carolina
$301M +$177M +3,828,137 +146%
Northern Trust
12
Northern Trust
Illinois
$296M +$202K +4,372 +0.1%
LSV Asset Management
13
LSV Asset Management
Illinois
$261M -$1.54M -33,346 -0.6%
Millennium Management
14
Millennium Management
New York
$248M +$40M +865,963 +20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$235M -$23.3M -505,348 -9%
BG
16
BlackRock Group
United Kingdom
$217M -$12.6M -272,658 -6%
AL
17
AJO LP
Pennsylvania
$208M -$7.33M -158,880 -3%
Norges Bank
18
Norges Bank
Norway
$195M +$14.9M +321,914 +8%
Invesco
19
Invesco
Georgia
$189M -$15.4M -334,619 -8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$171M +$9.54M +206,726 +6%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$171M -$10.5M -227,913 -6%
Ameriprise
22
Ameriprise
Minnesota
$163M -$116M -2,510,017 -42%
Morgan Stanley
23
Morgan Stanley
New York
$159M -$7.67M -166,191 -5%
Federated Hermes
24
Federated Hermes
Pennsylvania
$158M -$1.51M -32,753 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$146M +$6.04M +130,842 +4%

AEP Hedge Fund Activity: Q4 2013 in Review

677 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2013, worth a combined $14.8B — up 8.4% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AEP positions and 43 closed out — a net gain of 36 holders — while 238 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Ameriprise, cutting an estimated $116M.

  • 677 institutional investors held American Electric Power (AEP) as of Q4 2013, up from 647 in Q3 2013.
  • Funds reported $14.8B of American Electric Power stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 79 funds opened new American Electric Power positions in Q4 2013 and 43 closed out, a net change of +36 holders.
  • The largest American Electric Power buyer in Q4 2013 was JP Morgan Chase, an estimated $370M added.
  • The largest American Electric Power seller in Q4 2013 was Ameriprise, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2013.