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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
RJT
351
Raymond James Trust
Florida
$980K -$143K -3,102 -13%
WTC
352
WhitTier Trust Company
Nevada
$961K +$96.7K +2,095 +11%
WWM
353
Willingdon Wealth Management
North Carolina
$941K +$929K +20,143 New
BB
354
Bell Bank
North Dakota
$913K -$117K -2,530 -11%
BF
355
BOK Financial
Oklahoma
$911K +$64.7K +1,402 +8%
FB
356
Fulton Bank
Pennsylvania
$902K -$236K -5,124 -21%
Envestnet Asset Management
357
Envestnet Asset Management
Illinois
$897K +$7.01K +152 +0.8%
CPO
358
Cerity Partners OCIO
New York
$895K +$1.64M +35,472 +720%
CFB
359
Cullen/Frost Bankers
Texas
$894K -$16.2K -352 -2%
BVDMP
360
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$892K
William Blair & Company
361
William Blair & Company
Illinois
$890K +$50.6K +1,096 +6%
CIP
362
Convergence Investment Partners
Florida
$885K +$153K +3,311 +21%
WFG
363
Wills Financial Group
Virginia
$883K +$873K +18,912 New
VHAM
364
Van Hulzen Asset Management
California
$869K +$858K +18,584 New
AT
365
Arden Trust
Delaware
$856K -$30.5K -662 -3%
GI
366
GAMCO Investors
Connecticut
$839K -$18.5K -400 -2%
TCOT
367
Trust Company of Toledo
Ohio
$828K +$85.7K +1,857 +12%
ACM
368
Azimuth Capital Management
Michigan
$820K +$87.7K +1,900 +12%
KCPG
369
Kavar Capital Partners Group
Kansas
$813K +$803K +17,400 New
CTC
370
Central Trust Company
Missouri
$812K +$21.1K +458 +3%
WRM
371
Westport Resources Management
Connecticut
$811K +$14.3K +310 +2%
AF
372
Aldebaran Financial
$810K +$800K +17,335 New
CIM
373
CIM Investment Management
Pennsylvania
$808K +$61.4K +1,330 +8%
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$807K -$4.01K -87 -0.5%
BFIM
375
Beese Fulmer Investment Management
Ohio
$799K +$46.7K +1,013 +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.