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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
BFIM
376
Beese Fulmer Investment Management
Ohio
$697K +$11.1K +250 +2%
CIM
377
CIM Investment Management
Pennsylvania
$692K
V
378
Veritable
Delaware
$689K -$55K -1,236 -7%
WPC
379
Waters Parkerson & Co
Louisiana
$689K +$707K +15,886 New
TCOT
380
Trust Company of Toledo
Ohio
$688K +$706K +15,866 New
ACM
381
Azimuth Capital Management
Michigan
$678K +$75.6K +1,700 +12%
CIP
382
Convergence Investment Partners
Florida
$677K +$70K +1,574 +11%
RCG
383
Ruane, Cunniff & Goldfarb
New York
$663K
PG
384
PEAK6 Group
Illinois
$656K +$672K +15,100 +100%
DCM
385
Dynamic Capital Management
Jersey
$646K -$879K -19,769 -57%
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$646K -$26.7K -600 -4%
PAI
387
Pittenger & Anderson Inc
Nebraska
$644K +$113K +2,530 +21%
BCM
388
Birmingham Capital Management
Alabama
$642K
NSEDCP
389
NJ State Employees Deferred Compensation Plan
New Jersey
$640K
Creative Planning
390
Creative Planning
Kansas
$636K +$34.7K +781 +6%
BBA
391
BLB&B Advisors
Pennsylvania
$628K +$15K +338 +2%
MDCM
392
Morgan Dempsey Capital Management
Wisconsin
$627K -$8.23K -185 -1%
Two Sigma Advisers
393
Two Sigma Advisers
New York
$623K -$4.97M -111,700 -89%
VWM
394
Valley Wealth Managers
New Jersey
$614K +$70K +1,575 +13%
QBFM
395
QS Batterymarch Financial Management
New York
$611K -$71.9K -1,616 -10%
BFA
396
Bragg Financial Advisors
North Carolina
$602K
EWM
397
Elite Wealth Management
Washington
$600K +$527K +11,846 +592%
BCM
398
Bridgeway Capital Management
Texas
$598K
PIM
399
Penobscot Investment Management
Massachusetts
$592K
IHL
400
Investment House LLC
California
$583K -$101K -2,275 -23%

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.