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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
SM
501
Stratton Management
Pennsylvania
$337K
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$332K
DWA
503
Douglass Winthrop Advisors
New York
$328K +$13.8K +300 +4%
MHIM
504
MacNealy Hoover Investment Management
Ohio
$328K +$323K +7,010 New
AIA
505
Avalon Investment & Advisory
Texas
$327K +$6.46K +140 +2%
SSA
506
South Street Advisors
New York
$325K
FMWA
507
Forvis Mazars Wealth Advisors
Missouri
$323K +$46 +1 +0%
FNBT
508
FineMark National Bank & Trust
Florida
$323K +$62.3K +1,351 +24%
WSFS
509
Wilmington Savings Fund Society
Delaware
$321K +$82.1K +1,780 +35%
Bank of Nova Scotia
510
Bank of Nova Scotia
Ontario, Canada
$319K +$9.18K +199 +3%
HSA
511
HBK Sorce Advisory
Pennsylvania
$315K
VFS
512
VSR Financial Services
Kansas
$314K -$1.25K -27 -0.4%
SIC
513
Salem Investment Counselors
North Carolina
$314K
RCAG
514
Rehmann Capital Advisory Group
Michigan
$312K -$17.8K -385 -5%
CFS
515
Community Financial System
New York
$312K
AP
516
Atwood & Palmer
Missouri
$309K
RNS
517
Robert N. Shapiro
$301K
PP
518
Paloma Partners
Connecticut
$299K -$23.1K -500 -7%
KFC
519
Klingenstein Fields & Co
New York
$295K
HPC
520
HM Payson & Co
Maine
$293K -$15.6K -337 -5%
ATC
521
Argent Trust Company
Louisiana
$286K +$4.06K +88 +1%
ONB
522
Old National Bancorp
Indiana
$285K -$8.17K -177 -3%
FIM
523
Fruth Investment Management
Texas
$285K
DJSG
524
D.J. St. Germain
Massachusetts
$283K
SAM
525
Silvercrest Asset Management
New York
$280K -$5.63K -122 -2%

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.