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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
IT
301
Independence Trust
Tennessee
$1.69M -$68.8K -1,490 -4%
PNC
302
Park National Corp
Ohio
$1.67M +$274K +5,941 +20%
VRS
303
Virginia Retirement Systems
Virginia
$1.66M +$68.4K +1,482 +4%
B
304
Baird
Wisconsin
$1.63M +$47.7K +1,034 +3%
TMAM
305
Tokio Marine Asset Management
Japan
$1.6M -$86.6K -1,877 -5%
WC
306
Whitney & Co
New York
$1.59M +$547K +11,850 +53%
FCB
307
First Citizens Bancorporation
South Carolina
$1.58M +$166K +3,602 +12%
BOH
308
Bank of Hawaii
Hawaii
$1.57M -$56.3K -1,220 -3%
RFC
309
Regions Financial Corp
Alabama
$1.55M -$67.9K -1,471 -4%
PMAM
310
Picton Mahoney Asset Management
Ontario, Canada
$1.55M +$1.53M +33,200 New
WT
311
Wilmington Trust
Delaware
$1.52M +$4.61K +100 +0.3%
SBWM
312
Sunflower Bank Wealth Management
Arizona
$1.52M +$13.2K +285 +0.9%
PMG
313
ProVise Management Group
Florida
$1.49M +$420K +9,100 +40%
SI
314
Stephens Inc
Arkansas
$1.49M -$17.4K -378 -1%
CIM
315
CenturyLink Investment Management
Colorado
$1.48M -$137K -2,977 -9%
SWM
316
Segment Wealth Management
Texas
$1.48M +$93.3K +2,022 +7%
SCA
317
SAC Capital Advisors
Connecticut
$1.45M +$915K +19,837 +177%
CCM
318
Cadence Capital Management
Massachusetts
$1.45M -$92.6K -2,007 -6%
BAC
319
Boys Arnold & Co
North Carolina
$1.44M -$3.46K -75 -0.2%
WA
320
WBH Advisory
Maryland
$1.43M +$19.7K +427 +1%
EWM
321
Elite Wealth Management
Washington
$1.4M +$738K +15,996 +116%
Nomura Holdings
322
Nomura Holdings
Japan
$1.39M -$4.2M -91,009 -75%
OA
323
OFI Advisors
Pennsylvania
$1.39M +$376K +8,141 +38%
Truist Financial
324
Truist Financial
North Carolina
$1.37M -$31.1K -673 -2%
GMIM
325
General Motors Investment Management
New York
$1.34M +$25.7K +558 +2%

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.