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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
WFM
476
Wilmington Funds Management
Delaware
$378K -$120K -2,600 -24%
Twin Tree Management
477
Twin Tree Management
Texas
$375K +$370K +8,025 New
WSCM
478
Wellington Shields Capital Management
New York
$374K
Pacer Advisors
479
Pacer Advisors
Pennsylvania
$374K +$284K +6,155 New
Walleye Trading
480
Walleye Trading
New York
$374K +$369K +7,992 New
CCP
481
Clough Capital Partners
Massachusetts
$373K
FFBTD
482
First Financial Bank - Trust Division
Ohio
$369K -$4.61K -100 -1%
IHL
483
Investment House LLC
California
$369K +$8.07K +175 +2%
M&T Bank
484
M&T Bank
New York
$369K +$18.5K +400 +5%
KIA
485
KCM Investment Advisors
California
$369K +$42.9K +929 +13%
CAN
486
Cetera Advisor Networks
California
$366K -$123K -2,675 -25%
MAM
487
Mastrapasqua Asset Management
Tennessee
$365K -$5.54K -120 -2%
DG
488
Davidson & Garrard
Virginia
$364K
Toronto Dominion Bank
489
Toronto Dominion Bank
Ontario, Canada
$363K +$359K +7,777 New
ACI
490
Alpha Cubed Investments
California
$362K +$358K +7,750 New
LM
491
Luminus Management
Texas
$361K -$20.9M -452,033 -98%
FTIOP
492
Fiduciary Trust International of Pennsylvania
Pennsylvania
$357K -$7.66K -166 -2%
BRWA
493
B. Riley Wealth Advisors
Florida
$354K -$206K -4,460 -37%
EB
494
Eastern Bank
Massachusetts
$353K -$96.3K -2,086 -22%
ICAS
495
Investors Capital Advisory Services
Massachusetts
$351K -$1.2K -26 -0.3%
BUB
496
BBVA USA Bancshares
Texas
$351K +$1.75K +38 +0.5%
SWM
497
SVA Wealth Management
Wisconsin
$351K +$346K +7,503 New
BIC
498
Bridges Investment Counsel
Nebraska
$350K +$9.23K +200 +3%
AMIM
499
Aull & Monroe Investment Management
Alabama
$349K
HH
500
Hilltop Holdings
Texas
$348K +$15.8K +342 +5%

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.