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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B +$35.8M +678,918 +3%
State Street
2
State Street
Massachusetts
$1.41B +$99.4M +1,883,642 +8%
BIT
3
BlackRock Institutional Trust
California
$855M +$12.4M +235,105 +2%
Franklin Resources
4
Franklin Resources
California
$840M -$11.3M -213,460 -1%
BFA
5
BlackRock Fund Advisors
California
$553M +$53.3M +1,011,116 +11%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$528M -$86.1M -1,631,683 -15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$511M +$77.6M +1,470,235 +19%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$472M +$41.2M +780,460 +10%
Bank of America
9
Bank of America
North Carolina
$440M +$51.2M +970,660 +14%
Allianz Asset Management
10
Allianz Asset Management
Germany
$401M +$4.27M +80,995 +1%
Northern Trust
11
Northern Trust
Illinois
$356M -$4.8M -91,056 -1%
Norges Bank
12
Norges Bank
Norway
$346M +$145M +2,746,970 +79%
LSV Asset Management
13
LSV Asset Management
Illinois
$313M +$733K +13,900 +0.2%
Millennium Management
14
Millennium Management
New York
$300M -$2.16M -40,873 -0.8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$288M +$4.93M +93,419 +2%
BG
16
BlackRock Group
United Kingdom
$286M +$25.3M +479,046 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$237M -$123M -2,334,597 -35%
Invesco
18
Invesco
Georgia
$237M +$16M +304,140 +8%
AL
19
AJO LP
Pennsylvania
$234M +$14.6M +277,580 +7%
Morgan Stanley
20
Morgan Stanley
New York
$201M -$8.86M -167,974 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$197M -$2.1M -39,862 -1%
Federated Hermes
22
Federated Hermes
Pennsylvania
$190M +$1.47M +27,839 +0.8%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$190M -$10.5M -199,882 -6%
Ameriprise
24
Ameriprise
Minnesota
$188M -$3.84M -72,787 -2%
APG Asset Management
25
APG Asset Management
Netherlands
$181M +$6M +113,666 +4%

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.