We are live on ! Find out more
AEP icon

American Electric Power

776 hedge funds and large institutions have $19.8B invested in American Electric Power in 2014 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 43

37% more call options, than puts

Call options by funds: $127M | Put options by funds: $92.3M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more capital invested

Capital invested by funds: $17B → $19.8B (+$2.85B)

6% more funds holding

Funds holding: 730776 (+46)

0.21% more ownership

Funds ownership: 66.62%66.82% (+0.21%)

0% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 274

Holders
776
Holders Change
+46
Holders Change %
+6.3%
% of All Funds
20.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
100
Increased
274
Reduced
274
Closed
43
Calls
$127M
Puts
$92.3M
Net Calls
+$34.5M
Net Calls Change
-$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74B +$61M +1,066,656 +4%
State Street
2
State Street
Massachusetts
$1.58B +$103M +1,801,815 +7%
BIT
3
BlackRock Institutional Trust
California
$888M -$13.2M -230,092 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$679M +$39.2M +685,640 +7%
BFA
5
BlackRock Fund Advisors
California
$661M +$80.5M +1,407,608 +15%
Franklin Resources
6
Franklin Resources
California
$598M -$183M -3,197,266 -24%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$502M +$26.1M +456,020 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$489M -$11.4M -199,282 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$474M +$5.24M +91,526 +1%
Allianz Asset Management
10
Allianz Asset Management
Germany
$421M -$27.4M -478,803 -6%
Northern Trust
11
Northern Trust
Illinois
$393M -$5.05M -88,312 -1%
BG
12
BlackRock Group
United Kingdom
$329M +$17.7M +309,179 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$322M +$2.75M +48,120 +0.9%
Invesco
14
Invesco
Georgia
$268M +$3.55M +62,118 +1%
AQR Capital Management
15
AQR Capital Management
Connecticut
$266M +$106M +1,847,474 +73%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$253M +$11.4M +198,533 +5%
Bank of America
17
Bank of America
North Carolina
$251M -$182M -3,178,871 -43%
Morgan Stanley
18
Morgan Stanley
New York
$242M +$9.6M +167,803 +4%
MAA
19
Managed Account Advisors
New Jersey
$239M +$41.8M +730,977 +23%
AllianceBernstein
20
AllianceBernstein
Tennessee
$232M +$75.3M +1,315,657 +52%
AL
21
AJO LP
Pennsylvania
$229M -$13.2M -230,590 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$225M +$19.7M +344,045 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$224M +$9.22M +161,165 +5%
Federated Hermes
24
Federated Hermes
Pennsylvania
$202M +$833K +14,559 +0.4%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$198M +$10.7M +187,400 +6%

AEP Hedge Fund Activity: Q4 2014 in Review

776 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2014, worth a combined $19.8B — up 17% from $17B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AEP positions and 43 closed out — a net gain of 57 holders — while 274 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $106M. The largest seller was Franklin Resources, cutting an estimated $183M.

  • 776 institutional investors held American Electric Power (AEP) as of Q4 2014, up from 730 in Q3 2014.
  • Funds reported $19.8B of American Electric Power stock for Q4 2014, up 17% quarter-over-quarter.
  • 100 funds opened new American Electric Power positions in Q4 2014 and 43 closed out, a net change of +57 holders.
  • The largest American Electric Power buyer in Q4 2014 was AQR Capital Management, an estimated $106M added.
  • The largest American Electric Power seller in Q4 2014 was Franklin Resources, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2014.