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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
PWM
451
ParenteBeard Wealth Management
Pennsylvania
$442K
PHS
452
Pekin Hardy Strauss
Illinois
$442K
EHC
453
Everett Harris & Co
California
$438K
NPC
454
National Planning Corporation
California
$433K +$3.74K +81 +0.9%
BO
455
Bank OZK
Arkansas
$433K +$67.6K +1,466 +19%
WTIM
456
Wilmington Trust Investment Management
Delaware
$428K
CC
457
ClearArc Capital
Ohio
$425K -$757K -16,416 -64%
FCI
458
Financial Counselors Inc
Kansas
$422K +$23.1K +500 +6%
CWM
459
Concert Wealth Management
California
$420K -$9.14K -198 -2%
PCM
460
Parsons Capital Management
Rhode Island
$418K +$13.8K +300 +3%
CI
461
Constellation Investments
Ohio
$416K +$27.7K +600 +7%
MCM
462
Murphy Capital Management
New Jersey
$411K -$9.23K -200 -2%
CDH
463
Charles D. Hyman
$411K
PSUF
464
People's United Financial
Connecticut
$410K -$53.1K -1,150 -12%
CTA
465
Colonial Trust Advisors
South Carolina
$409K
SRC
466
Shufro Rose & Co
New York
$406K
TCM
467
Tran Capital Management
California
$402K -$46.1K -1,000 -10%
NES
468
New England Securities
New York
$399K +$30.6K +663 +8%
WA
469
WFG Advisors
Texas
$396K +$12K +260 +3%
HFM
470
Hartford Financial Management
Connecticut
$395K +$254K +5,500 +186%
AW
471
ACG Wealth
Georgia
$393K +$388K +8,415 New
NRS
472
Neville Rodie & Shaw
New York
$388K
SSB
473
Sandy Spring Bank
Maryland
$385K -$46.1K -1,000 -11%
Mariner
474
Mariner
Kansas
$380K +$376K +8,139 New
HIM
475
Hermes Investment Management
United Kingdom
$379K

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.