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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
CK
426
Carnick & Kubik
Colorado
$733K +$30.9K +585 +5%
ICOA
427
Investment Centers of America
North Dakota
$732K -$339K -6,428 -33%
NPC
428
National Planning Corporation
California
$731K +$185K +3,499 +36%
SFT
429
Simmons First Trust
Arkansas
$726K +$85.4K +1,618 +14%
BBHC
430
Brown Brothers Harriman & Co
New York
$719K
NBC
431
Neuberger Berman Canada
Ontario, Canada
$697K -$295K -5,600 -31%
HH
432
Hilltop Holdings
Texas
$692K -$7.23K -137 -1%
LA
433
Lynch & Associates
Indiana
$668K
PRCM
434
Pine River Capital Management
Minnesota
$663K +$627K +11,888 New
WA
435
WBH Advisory
Maryland
$658K +$158 +3 +0%
FBT
436
Founders Bank & Trust
Michigan
$658K +$8.23K +156 +1%
JIC
437
Johnson Investment Counsel
Ohio
$654K -$13.2K -250 -2%
Connor, Clark & Lunn Investment Management (CC&L)
438
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$649K
Thrivent Financial for Lutherans
439
Thrivent Financial for Lutherans
Minnesota
$639K +$2.64K +50 +0.4%
Bessemer Group
440
Bessemer Group
New Jersey
$628K -$52.8K -1,000 -8%
HW
441
Hancock Whitney
Mississippi
$627K +$106 +2 +0%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$625K
WS
443
Wedbush Securities
California
$615K -$1.61M -30,601 -74%
AW
444
ACG Wealth
Georgia
$611K +$71.5K +1,356 +14%
MFS
445
MSI Financial Services
Massachusetts
$608K +$269K +5,096 +88%
PCA
446
Private Capital Advisors
Connecticut
$602K
PP
447
Palladium Partners
Virginia
$602K +$73.7K +1,398 +15%
TCOTO
448
Trust Company of the Ozarks
Missouri
$598K
HB
449
Homrich & Berg
Georgia
$597K
JG
450
Jefferies Group
New York
$593K +$344K +6,512 +158%

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.