We are live on ! Find out more
AEP icon

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
Bank of Nova Scotia
501
Bank of Nova Scotia
Ontario, Canada
$287K +$400 +9 +0.1%
HPC
502
HM Payson & Co
Maine
$286K -$1.78K -40 -0.6%
AP
503
Atwood & Palmer
Missouri
$286K
TRCT
504
Tower Research Capital (TRC)
New York
$286K +$263K +5,912 +877%
RNS
505
Robert N. Shapiro
$280K +$37K +832 +15%
FBNAT
506
FirstMerit Bank N.A. Trustee
Ohio
$273K
KFC
507
Klingenstein Fields & Co
New York
$273K
ONB
508
Old National Bancorp
Indiana
$272K
EWM
509
Evercore Wealth Management
New York
$272K +$12.3K +276 +5%
UCFA
510
United Capital Financial Advisors
Texas
$268K +$275K +6,194 New
CF
511
CNA Financial
Illinois
$267K +$274K +6,154 New
SAM
512
Silvercrest Asset Management
New York
$265K -$17K -382 -6%
FIM
513
Fruth Investment Management
Texas
$264K -$14.8K -333 -5%
DJSG
514
D.J. St. Germain
Massachusetts
$263K
PGIM
515
Pacific Global Investment Management
California
$263K +$222 +5 +0.1%
ATC
516
Argent Trust Company
Louisiana
$261K +$1.42K +32 +0.5%
FDS
517
First Dallas Securities
Texas
$258K
GLI
518
Guardian Life Insurance
New York
$253K
Jane Street
519
Jane Street
New York
$246K +$252K +5,673 New
MYLI
520
Meiji Yasuda Life Insurance
Japan
$242K -$16.3K -366 -6%
PAG
521
Pinnacle Advisory Group
Maryland
$242K
WCM
522
Wisconsin Capital Management
Wisconsin
$241K
FNBT
523
FineMark National Bank & Trust
Florida
$240K -$19.3K -433 -7%
B
524
BancorpSouth
Mississippi
$240K +$3.74K +84 +2%
CK
525
Cohen Klingenstein
New York
$238K

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.