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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
QSS
376
Quantitative Systematic Strategies
Florida
$795K +$786K +17,035 New
CIMLRA
377
CBRE Investment Management Listed Real Assets
Pennsylvania
$788K +$778K +16,850 New
GJIC
378
Gamble Jones Investment Counsel
California
$777K +$1.25K +27 +0.2%
RIL
379
Rothschild Investment LLC
Illinois
$773K -$13.8K -300 -2%
MERSOM
380
Municipal Employees' Retirement System of Michigan
Michigan
$753K
FBB
381
Fulton Breakefield Broenniman
Maryland
$745K -$9.6K -208 -1%
WPC
382
Waters Parkerson & Co
Louisiana
$733K -$9.23K -200 -1%
VWM
383
Valley Wealth Managers
New Jersey
$731K +$68.1K +1,475 +10%
TAM
384
TPH Asset Management
Texas
$720K -$1.01M -21,900 -59%
MBT
385
Monroe Bank & Trust
Michigan
$717K -$40.2K -872 -5%
CIA
386
Capital Investment Advisors
Georgia
$716K +$707K +15,319 New
V
387
Veritable
Delaware
$715K -$27.5K -597 -4%
RCG
388
Ruane, Cunniff & Goldfarb
New York
$715K
Creative Planning
389
Creative Planning
Kansas
$709K +$23.2K +502 +3%
GT
390
Glenmede Trust
Pennsylvania
$704K -$4.21M -91,267 -86%
DL
391
Delta Lloyd
Netherlands
$704K +$97.5K +2,114 +16%
PAI
392
Pittenger & Anderson Inc
Nebraska
$700K +$5.77K +125 +0.8%
BCM
393
Birmingham Capital Management
Alabama
$693K
Bessemer Group
394
Bessemer Group
New Jersey
$693K +$317K +6,880 +87%
NSEDCP
395
NJ State Employees Deferred Compensation Plan
New Jersey
$690K
BBA
396
BLB&B Advisors
Pennsylvania
$677K
TNB
397
Thomasville National Bank
Georgia
$675K +$111K +2,412 +20%
CI
398
Conning Inc
Connecticut
$663K +$116K +2,520 +22%
CPSAC
399
Chas P. Smith & Associates (CPS)
Florida
$653K +$430K +9,320 +200%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$650K -$46.1K -1,000 -7%

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.