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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
Nomura Asset Management
226
Nomura Asset Management
Japan
$3.29M -$637K -13,810 -16%
Schroder Investment Management Group
227
Schroder Investment Management Group
United Kingdom
$3.28M +$150K +3,259 +5%
OC
228
Oppenheimer & Co
New York
$3.28M -$153K -3,320 -5%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$3.16M +$946K +20,500 +43%
NB
230
Norinchukin Bank
Japan
$3.13M -$6.64K -144 -0.2%
HFS
231
HL Financial Services
Kentucky
$3.11M +$237K +5,133 +8%
PA
232
Pinnacle Associates
New York
$3.09M -$31K -672 -1%
EAM
233
Eagle Asset Management
Florida
$3.04M -$48.3K -1,047 -2%
1SB
234
1ST Source Bank
Indiana
$2.97M +$31.7K +687 +1%
HNB
235
Huntington National Bank
Ohio
$2.96M -$28.4K -616 -1%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$2.95M -$45.6M -988,698 -94%
Calamos Advisors
237
Calamos Advisors
Illinois
$2.94M
CAM
238
Capstone Asset Management
Texas
$2.94M -$1.23M -26,715 -30%
CONA
239
Capital One National Association
New York
$2.93M -$265K -5,733 -8%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$2.92M +$17.9K +387 +0.6%
CIA
241
Covington Investment Advisors
Pennsylvania
$2.87M +$26.8K +580 +1%
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$2.85M -$1.22M -26,340 -30%
PSI
243
Pinnacle Summer Investments
Virginia
$2.81M +$2.77M +60,023 New
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$2.77M -$60.8K -1,317 -2%
OIM
245
Opus Investment Management
Massachusetts
$2.69M -$2.31M -50,000 -46%
Janus Henderson Group
246
Janus Henderson Group
United Kingdom
$2.68M
TAM
247
Tocqueville Asset Management
New York
$2.67M +$1.34K +29 +0.1%
EIA
248
Edgemoor Investment Advisors
Maryland
$2.67M +$963K +20,870 +58%
MAM
249
Mizuho Asset Management
Japan
$2.66M -$1.15M -25,025 -31%
FNT
250
First National Trust
Pennsylvania
$2.62M -$35.3K -765 -1%

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.