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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
CCP
501
Clough Capital Partners
Massachusetts
$445K
IHL
502
Investment House LLC
California
$441K
BFEC
503
Benjamin F. Edwards & Company
Missouri
$439K +$86.5K +1,640 +26%
Mariner
504
Mariner
Kansas
$438K +$6.22K +118 +2%
ACS
505
Archford Capital Strategies
Illinois
$438K -$14.5K -275 -3%
SCM
506
Shelton Capital Management
Colorado
$435K
PAG
507
Pinnacle Advisory Group
Maryland
$430K +$407K +7,716 New
CAN
508
Cetera Advisor Networks
California
$428K -$29.7K -563 -7%
FTIOP
509
Fiduciary Trust International of Pennsylvania
Pennsylvania
$428K +$1.79K +34 +0.4%
FFBTD
510
First Financial Bank - Trust Division
Ohio
$424K -$15.8K -300 -4%
Bank of Nova Scotia
511
Bank of Nova Scotia
Ontario, Canada
$424K +$23.3K +441 +6%
RCAG
512
Rehmann Capital Advisory Group
Michigan
$422K +$29.4K +557 +8%
AMIM
513
Aull & Monroe Investment Management
Alabama
$417K
NES
514
New England Securities
New York
$410K -$47.4K -898 -11%
SM
515
Stratton Management
Pennsylvania
$407K
M&T Bank
516
M&T Bank
New York
$404K -$40.2K -762 -10%
FNBT
517
FineMark National Bank & Trust
Florida
$402K -$3.53K -67 -0.9%
BRWA
518
B. Riley Wealth Advisors
Florida
$401K +$344K +6,521 +79%
BCM
519
Bluefin Capital Management
New York
$400K +$64.7K +1,227 +20%
Jones Financial Companies
520
Jones Financial Companies
Missouri
$400K +$379K +7,176 New
HSA
521
HBK Sorce Advisory
Pennsylvania
$397K -$32.9K -624 -8%
TCM
522
Tran Capital Management
California
$396K
MHIM
523
MacNealy Hoover Investment Management
Ohio
$391K
TCM
524
Telos Capital Management
California
$390K -$25K -473 -6%
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$374K -$8.39K -159 -2%

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.