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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
EHC
476
Everett Harris & Co
California
$523K
CI
477
Constellation Investments
Ohio
$519K +$10.6K +200 +2%
Toronto Dominion Bank
478
Toronto Dominion Bank
Ontario, Canada
$514K +$74.9K +1,420 +18%
FCI
479
Financial Counselors Inc
Kansas
$507K
ACP
480
Aviance Capital Partners
Florida
$502K +$52.8K +1,000 +13%
CWM
481
Concert Wealth Management
California
$501K +$11.5K +218 +2%
BP
482
Banyan Partners
Florida
$493K +$10.7K +203 +2%
Tudor Investment Corp
483
Tudor Investment Corp
Connecticut
$491K -$624K -11,827 -57%
EWM
484
Evercore Wealth Management
New York
$490K +$26.7K +507 +6%
CTA
485
Colonial Trust Advisors
South Carolina
$488K
MCM
486
Murphy Capital Management
New Jersey
$485K
KIA
487
KCM Investment Advisors
California
$481K +$37.9K +719 +9%
CDH
488
Charles D. Hyman
$479K
ICAS
489
Investors Capital Advisory Services
Massachusetts
$473K +$51.4K +975 +13%
SRC
490
Shufro Rose & Co
New York
$468K -$15.8K -300 -3%
PFPT
491
Pinnacle Financial Partners (Tennessee)
Tennessee
$464K +$198K +3,760 +82%
BO
492
Bank OZK
Arkansas
$461K -$15.1K -286 -3%
BIC
493
Bridges Investment Counsel
Nebraska
$459K
BUB
494
BBVA USA Bancshares
Texas
$459K +$27.3K +517 +7%
SSB
495
Sandy Spring Bank
Maryland
$458K -$31.7K -600 -7%
GCP
496
GSA Capital Partners
United Kingdom
$457K -$179K -3,400 -29%
NRS
497
Neville Rodie & Shaw
New York
$456K
SAM
498
Silvercrest Asset Management
New York
$452K +$111K +2,108 +35%
WSCM
499
Wellington Shields Capital Management
New York
$446K
CA
500
Cornerstone Advisors
North Carolina
$446K +$422K +8,000 New

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.