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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
SWM
301
Segment Wealth Management
Texas
$2.16M +$104K +1,972 +5%
CCT
302
Capital City Trust
Florida
$2.14M +$12.7K +240 +0.6%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$2.14M -$21.1K -400 -1%
OA
304
OFI Advisors
Pennsylvania
$2.13M +$383K +7,259 +24%
PAA
305
Peregrine Asset Advisers
Oregon
$2.07M +$1.96M +37,115 New
ST
306
Sentinel Trust
Texas
$2.06M -$228K -4,317 -10%
DCM
307
Dupont Capital Management
Delaware
$2.05M
AssetMark Inc
308
AssetMark Inc
California
$2.05M -$27.4K -519 -1%
OPCM
309
Osborne Partners Capital Management
California
$2.04M -$30.9K -585 -2%
BA
310
Bridgewater Associates
Connecticut
$2.04M +$1.43M +27,092 +288%
IT
311
Independence Trust
Tennessee
$2.02M
SI
312
Stephens Inc
Arkansas
$2.02M +$57.3K +1,087 +3%
WC
313
Whitney & Co
New York
$2.01M +$84.4K +1,600 +5%
HCM
314
Highbridge Capital Management
New York
$2.01M -$6.7M -126,999 -78%
FCB
315
First Citizens Bancorporation
South Carolina
$2M +$96.8K +1,835 +5%
CB
316
Commerce Bank
Missouri
$1.97M -$40.7K -771 -2%
SIG
317
Schooner Investment Group
Pennsylvania
$1.93M +$1.85M +35,000 New
Truist Financial
318
Truist Financial
North Carolina
$1.9M +$80.7K +1,530 +5%
PI
319
Placemark Investments
Illinois
$1.89M +$237K +4,485 +15%
RFC
320
Regions Financial Corp
Alabama
$1.87M +$151K +2,854 +9%
FMBTD
321
First Midwest Bank Trust Division
Illinois
$1.86M +$73.3K +1,389 +4%
DC
322
Deere & Company
Illinois
$1.86M
BOH
323
Bank of Hawaii
Hawaii
$1.85M -$101K -1,908 -5%
PNC
324
Park National Corp
Ohio
$1.84M -$44.9K -851 -3%
GMIM
325
General Motors Investment Management
New York
$1.79M -$39K -740 -2%

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.