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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
JCM
251
Jasinkiewicz Capital Management
New Jersey
$2.62M -$2.64M -57,282 -51%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$2.58M -$185K -4,013 -7%
Asset Management One
253
Asset Management One
Japan
$2.56M -$338K -7,329 -12%
KAM
254
Kokusai Asset Management
Japan
$2.55M -$332K -7,200 -12%
Nordea Investment Management
255
Nordea Investment Management
Sweden
$2.52M +$124K +2,678 +5%
GIA
256
Gateway Investment Advisers
Ohio
$2.51M -$27.7K -600 -1%
FA
257
FMA Advisory
Pennsylvania
$2.5M +$67K +1,451 +3%
QI
258
Qualcomm Inc
California
$2.49M -$1.4M -30,400 -36%
MOACM
259
Mutual of America Capital Management
New York
$2.46M +$87K +1,885 +4%
CFN
260
Cordasco Financial Network
Florida
$2.43M +$2.4M +51,919 New
FNBOMD
261
First National Bank of Mount Dora
Florida
$2.39M +$36.9K +800 +2%
AAM
262
Aberdeen Asset Management
United Kingdom
$2.37M
AIS
263
American Investment Services
Massachusetts
$2.36M
AAIM
264
American Assets Investment Management
California
$2.34M
HSA
265
Hussman Strategic Advisors
Maryland
$2.34M
RC
266
RegentAtlantic Capital
New Jersey
$2.32M -$21.9K -474 -0.9%
CB
267
Chemical Bank
Michigan
$2.32M +$34.6K +749 +2%
CPA
268
Cowen Prime Advisors
New York
$2.23M
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$2.21M -$119K -2,584 -5%
GI
270
GLG Inc
New York
$2.18M
BAM
271
Berkshire Asset Management
Pennsylvania
$2.17M -$33.7K -730 -2%
LBC
272
Lowe Brockenbrough & Co
Virginia
$2.15M +$2.12M +45,950 New
N
273
Natixis
France
$2.14M +$2.11M +45,747 New
PJSIMP
274
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.13M +$8.54K +185 +0.4%
NEAM
275
New England Asset Management
Connecticut
$2.12M -$129K -2,800 -6%

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.