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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
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$522K -$96.9K -2,100 -16%
SFT
427
Simmons First Trust
Arkansas
$514K +$507K +10,990 New
TCOTO
428
Trust Company of the Ozarks
Missouri
$511K -$23.1K -500 -4%
GCP
429
GSA Capital Partners
United Kingdom
$505K -$912K -19,772 -65%
PCA
430
Private Capital Advisors
Connecticut
$504K
FBT
431
Founders Bank & Trust
Michigan
$504K +$90.2K +1,954 +23%
JMPWA
432
JP Morgan Private Wealth Advisors
California
$499K +$51K +1,106 +12%
HB
433
Homrich & Berg
Georgia
$491K -$34.1K -740 -7%
HW
434
Hancock Whitney
Mississippi
$491K +$41.8K +905 +9%
OMCS
435
Old Mutual Customised Solutions
South Africa
$486K
AIP
436
Ameritas Investment Partners
Nebraska
$483K
CLOS
437
Compagnie Lombard Odier SCmA
Switzerland
$476K +$469K +10,162 New
CIBC World Market
438
CIBC World Market
Ontario, Canada
$475K -$20.3K -441 -4%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$467K +$1.38K +30 +0.3%
AAM
440
AR Asset Management
California
$467K
LCP
441
Longbow Capital Partners
New York
$467K +$461K +10,000 New
MC
442
Mathes Company
New York
$467K +$461K +10,000 New
JIC
443
Johnson Investment Counsel
Ohio
$466K +$57.9K +1,255 +14%
BP
444
Banyan Partners
Florida
$465K +$28.1K +608 +7%
AIC
445
Atlantic Investment Company
Georgia
$462K +$4.61K +100 +1%
PP
446
Palladium Partners
Virginia
$456K -$9.23K -200 -2%
FBNAT
447
FirstMerit Bank N.A. Trustee
Ohio
$454K +$157K +3,399 +54%
WAM
448
Wolverine Asset Management
Illinois
$453K +$134K +2,900 +43%
NAM
449
NTV Asset Management
West Virginia
$450K +$26.6K +577 +6%
MWAC
450
Mariner Wealth Advisors (Cincinnati)
Ohio
$443K +$1.15K +25 +0.3%

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.