American Electric Power
708 hedge funds and large institutions have $16.1B invested in American Electric Power in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 276 increasing their positions, 242 reducing their positions, and 38 closing their positions.
131% more call options, than puts
Call options by funds: $118M | Put options by funds: $51M
95% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 38
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
14% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 242
9% more capital invested
Capital invested by funds: $14.7B → $16.1B (+$1.36B)
4% more funds holding
Funds holding: 678 → 708 (+30)
0.43% more ownership
Funds ownership: 64.73% → 65.16% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$118M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$96.5M |
| 3 |
D.E. Shaw & Co
New York
|
+$27M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$26M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$200M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$64.4M |
| 3 |
ClearBridge Investments
New York
|
-$42.5M |
| 4 |
ZP
Zimmer Partners
New York
|
-$36.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$34.3M |
AEP Hedge Fund Activity: Q1 2014 in Review
708 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2014, worth a combined $16.1B — up 9.2% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new AEP positions and 38 closed out — a net gain of 36 holders — while 276 added to existing stakes and 242 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $118M. The largest seller was JP Morgan Chase, cutting an estimated $200M.
- 708 institutional investors held American Electric Power (AEP) as of Q1 2014, up from 678 in Q4 2013.
- Funds reported $16.1B of American Electric Power stock for Q1 2014, up 9.2% quarter-over-quarter.
- 74 funds opened new American Electric Power positions in Q1 2014 and 38 closed out, a net change of +36 holders.
- The largest American Electric Power buyer in Q1 2014 was Bank of Montreal, an estimated $118M added.
- The largest American Electric Power seller in Q1 2014 was JP Morgan Chase, an estimated $200M sold.
Based on aggregated 13F filings for Q1 2014.