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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
KFS
326
KMS Financial Services
Washington
$1.32M +$87.7K +1,901 +7%
CAM
327
Columbia Asset Management
Michigan
$1.32M +$1.3M +28,247 New
AFG
328
Albion Financial Group
Utah
$1.31M +$30.5K +660 +2%
FM
329
Foster & Motley
Ohio
$1.24M -$14.5K -315 -1%
IC
330
Inverness Counsel
New York
$1.24M -$4.61M -99,830 -79%
Natixis Advisors
331
Natixis Advisors
Massachusetts
$1.23M +$606K +13,140 +99%
MC
332
Miles Capital
Iowa
$1.23M +$178K +3,848 +17%
SIM
333
Sentry Investment Management
Wisconsin
$1.23M -$964K -20,900 -44%
HT
334
HAP Trading
New York
$1.2M +$1.19M +25,754 New
PAG
335
Private Advisor Group
New Jersey
$1.2M +$1.19M +25,768 New
ITIM
336
Indiana Trust & Investment Management
Indiana
$1.2M -$36K -780 -3%
EAM
337
EULAV Asset Management
Florida
$1.19M
DC
338
Davenport & Co
Virginia
$1.18M -$18.1K -393 -2%
AWCI
339
Alpine Woods Capital Investors
New York
$1.17M -$13.8K -300 -1%
RBA
340
Richard Bernstein Advisors
New York
$1.13M
RJFSA
341
Raymond James Financial Services Advisors
Florida
$1.1M -$590K -12,777 -35%
SC
342
SouthState Corp
Florida
$1.07M +$5.77K +125 +0.5%
CBN
343
Cadence Bank NA
Texas
$1.05M -$53.3K -1,154 -5%
SIG
344
Sky Investment Group
Connecticut
$1.05M +$1.03M +22,390 New
UR
345
USCA RIA
Texas
$1.02M +$226K +4,901 +29%
CCM
346
Catawba Capital Management
Virginia
$1.01M -$18.5K -400 -2%
SF
347
Synovus Financial
Georgia
$1M +$323 +7 +0%
AIM
348
abrdn Investment Management
United Kingdom
$1M +$25.1K +545 +3%
SIM
349
SSI Investment Management
California
$998K -$231K -5,004 -19%
DADC
350
D.A. Davidson & Co
Montana
$984K +$399K +8,646 +69%

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.