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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
DCMA
401
Daiwa Capital Markets America
New York
$650K +$641K +13,900 New
BFA
402
Bragg Financial Advisors
North Carolina
$649K
TCT
403
TIAA CREF Trust
Missouri
$640K +$14.9K +322 +2%
PIM
404
Penobscot Investment Management
Massachusetts
$634K -$4.61K -100 -0.7%
QBFM
405
QS Batterymarch Financial Management
New York
$633K -$25.8K -560 -4%
CK
406
Carnick & Kubik
Colorado
$631K +$24.2K +525 +4%
MDCM
407
Morgan Dempsey Capital Management
Wisconsin
$628K -$47.8K -1,035 -7%
FAAS
408
First Allied Advisory Services
California
$624K -$7.8K -169 -1%
DnB Asset Management
409
DnB Asset Management
Norway
$616K -$198K -4,300 -25%
FMBTD
410
First Midwest Bank Trust Division
Illinois
$613K +$2.31K +50 +0.4%
ST
411
Spot Trading
Illinois
$612K -$477K -10,339 -44%
KT
412
Kanaly Trust
Texas
$611K +$603K +13,066 New
BBHC
413
Brown Brothers Harriman & Co
New York
$603K
SNT
414
Security National Trust
West Virginia
$581K -$18.5K -400 -3%
KWMG
415
King Wealth Management Group
Florida
$581K +$1.71K +37 +0.3%
Jacobs Levy Equity Management
416
Jacobs Levy Equity Management
New Jersey
$580K -$5.47M -118,580 -91%
DHFB
417
Dixon Hubard Feinour & Brown
Virginia
$565K -$10.6K -230 -2%
AB
418
Amalgamated Bank
New York
$563K -$5.31K -115 -0.9%
DCM
419
Dynamic Capital Management
Jersey
$555K -$140K -3,035 -20%
PAM
420
PartnerRe Asset Management
Connecticut
$548K -$31.2K -676 -5%
Connor, Clark & Lunn Investment Management (CC&L)
421
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$543K +$504K +10,932 New
LA
422
Lynch & Associates
Indiana
$541K -$23.1K -500 -4%
ICOA
423
Investment Centers of America
North Dakota
$538K -$331K -7,176 -37%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$538K +$12.9K +279 +2%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$531K +$4.61K +100 +0.9%

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.