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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
351
Synovus Financial
Georgia
$932K -$139K -3,128 -13%
AIM
352
abrdn Investment Management
United Kingdom
$904K +$928K +20,864 New
Grantham, Mayo, Van Otterloo & Co (GMO)
353
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$897K -$1.09M -24,500 -54%
JG
354
Jefferies Group
New York
$872K -$1.59M -35,814 -64%
ICOA
355
Investment Centers of America
North Dakota
$852K +$318K +7,145 +58%
CFB
356
Cullen/Frost Bankers
Texas
$845K +$109K +2,462 +14%
BVDMP
357
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$827K
Envestnet Asset Management
358
Envestnet Asset Management
Illinois
$826K +$254K +5,706 +43%
AT
359
Arden Trust
Delaware
$822K +$10K +225 +1%
Arrowstreet Capital
360
Arrowstreet Capital
Massachusetts
$809K -$6.77M -152,132 -89%
WTC
361
WhitTier Trust Company
Nevada
$800K +$13.7K +308 +2%
GI
362
GAMCO Investors
Connecticut
$795K +$37.8K +850 +5%
BF
363
BOK Financial
Oklahoma
$784K -$125K -2,812 -13%
William Blair & Company
364
William Blair & Company
Illinois
$778K +$14.7K +330 +2%
DnB Asset Management
365
DnB Asset Management
Norway
$758K -$44.5K -1,000 -5%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$752K +$771K +17,343 New
WRM
367
Westport Resources Management
Connecticut
$739K +$62.6K +1,408 +9%
CTC
368
Central Trust Company
Missouri
$733K +$15.9K +358 +2%
UR
369
USCA RIA
Texas
$732K +$436K +9,812 +139%
RIL
370
Rothschild Investment LLC
Illinois
$730K +$20.9K +470 +3%
GJIC
371
Gamble Jones Investment Counsel
California
$720K +$1.25K +28 +0.2%
MBT
372
Monroe Bank & Trust
Michigan
$702K +$159K +3,580 +28%
FBB
373
Fulton Breakefield Broenniman
Maryland
$700K -$3.07K -69 -0.4%
VFAM
374
Valley Forge Asset Management
Pennsylvania
$699K +$8.18K +184 +1%
MERSOM
375
Municipal Employees' Retirement System of Michigan
Michigan
$698K +$716K +16,100 New

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.