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American Electric Power

716 hedge funds and large institutions have $18.1B invested in American Electric Power in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 229 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $116M | Put options by funds: $80.9M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

23% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 229

12% more capital invested

Capital invested by funds: $16.2B → $18.1B (+$1.99B)

1.94% more ownership

Funds ownership: 65.16%67.1% (+1.9%)

1% more funds holding

Funds holding: 708716 (+8)

Holders
716
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
20.57%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
58
Increased
282
Reduced
229
Closed
45
Calls
$116M
Puts
$80.9M
Net Calls
+$34.9M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
401
Waters Parkerson & Co
Louisiana
$864K
MBT
402
Monroe Bank & Trust
Michigan
$863K -$21.9K -415 -3%
RCG
403
Ruane, Cunniff & Goldfarb
New York
$853K
Teacher Retirement System of Texas
404
Teacher Retirement System of Texas
Texas
$845K +$799K +15,152 New
CIA
405
Capital Investment Advisors
Georgia
$832K -$14.5K -275 -2%
VKH
406
Virtu KCG Holdings
New York
$831K -$1.26M -23,819 -62%
BCM
407
Birmingham Capital Management
Alabama
$827K
NSEDCP
408
NJ State Employees Deferred Compensation Plan
New Jersey
$823K
SBWM
409
Sunflower Bank Wealth Management
Arizona
$810K -$1.06M -20,132 -58%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$806K +$125K +2,379 +20%
FBB
411
Fulton Breakefield Broenniman
Maryland
$804K -$16.4K -310 -2%
CI
412
Conning Inc
Connecticut
$796K -$40.1K -760 -5%
MDCM
413
Morgan Dempsey Capital Management
Wisconsin
$795K +$7.38K +140 +1%
BBA
414
BLB&B Advisors
Pennsylvania
$788K -$10.6K -200 -1%
DWA
415
Douglass Winthrop Advisors
New York
$771K +$375K +7,100 +106%
DADC
416
D.A. Davidson & Co
Montana
$766K +$20.6K +390 +3%
BFA
417
Bragg Financial Advisors
North Carolina
$764K -$9.55K -181 -1%
SWP
418
Stratos Wealth Partners
Ohio
$760K +$718K +13,605 New
PIM
419
Penobscot Investment Management
Massachusetts
$756K
KT
420
Kanaly Trust
Texas
$750K +$15.2K +288 +2%
LBG
421
Lloyds Banking Group
United Kingdom
$749K -$8.52M -161,428 -92%
AB
422
Amalgamated Bank
New York
$748K +$83.8K +1,589 +13%
Daiwa Securities Group
423
Daiwa Securities Group
Japan
$742K
JMPWA
424
JP Morgan Private Wealth Advisors
California
$741K -$70.1K -1,328 -9%
SNT
425
Security National Trust
West Virginia
$735K +$46.2K +875 +7%

AEP Hedge Fund Activity: Q2 2014 in Review

716 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2014, worth a combined $18.1B — up 12% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AEP positions and 45 closed out — a net gain of 13 holders — while 282 added to existing stakes and 229 trimmed.

The largest buyer was Norges Bank, adding an estimated $145M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 716 institutional investors held American Electric Power (AEP) as of Q2 2014, up from 708 in Q1 2014.
  • Funds reported $18.1B of American Electric Power stock for Q2 2014, up 12% quarter-over-quarter.
  • 58 funds opened new American Electric Power positions in Q2 2014 and 45 closed out, a net change of +13 holders.
  • The largest American Electric Power buyer in Q2 2014 was Norges Bank, an estimated $145M added.
  • The largest American Electric Power seller in Q2 2014 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2014.