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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
476
Mackenzie Financial
Ontario, Canada
$337K -$398K -8,956 -54%
ICAS
477
Investors Capital Advisory Services
Massachusetts
$326K -$27K -608 -7%
AMIM
478
Aull & Monroe Investment Management
Alabama
$324K -$1.51K -34 -0.5%
BUB
479
BBVA USA Bancshares
Texas
$324K -$7.83K -176 -2%
M&T Bank
480
M&T Bank
New York
$324K -$4.45K -100 -1%
BIC
481
Bridges Investment Counsel
Nebraska
$316K +$68.9K +1,550 +27%
MFS
482
MSI Financial Services
Massachusetts
$316K +$172K +3,857 +112%
SM
483
Stratton Management
Pennsylvania
$312K +$44.5K +1,000 +16%
HH
484
Hilltop Holdings
Texas
$308K +$32.6K +734 +12%
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$308K +$78.1K +1,755 +33%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$306K +$22.4K +504 +8%
WF
487
Welch & Forbes
Massachusetts
$303K +$22.3K +501 +8%
SSA
488
South Street Advisors
New York
$302K
KIA
489
KCM Investment Advisors
California
$302K +$18K +404 +6%
PC
490
Passport Capital
California
$301K +$308K +6,933 New
FMWA
491
Forvis Mazars Wealth Advisors
Missouri
$300K -$222 -5 -0.1%
PP
492
Paloma Partners
Connecticut
$299K -$165K -3,700 -35%
AIA
493
Avalon Investment & Advisory
Texas
$297K
QT
494
Quantbot Technologies
New York
$295K +$219K +4,927 +262%
WAM
495
Wolverine Asset Management
Illinois
$294K -$551K -12,400 -65%
HSA
496
HBK Sorce Advisory
Pennsylvania
$292K -$311K -7,001 -51%
VFS
497
VSR Financial Services
Kansas
$292K +$29.4K +662 +11%
DWA
498
Douglass Winthrop Advisors
New York
$291K
SIC
499
Salem Investment Counselors
North Carolina
$291K
CFS
500
Community Financial System
New York
$290K

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.