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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
FNB
526
First Niagara Bank
New York
$238K +$6.67K +150 +3%
WA
527
Whitebox Advisors
Minnesota
$234K +$13.3K +300 +6%
BMO
528
Beck Mack & Oliver
New York
$231K +$5.51K +124 +2%
CNBT
529
Canandaigua National Bank & Trust
New York
$224K -$9.83K -221 -4%
DSC
530
Duncker Streett & Co
Missouri
$224K
WSFS
531
Wilmington Savings Fund Society
Delaware
$220K -$59.4K -1,335 -21%
IPRC
532
Indices-Pac Research Corporation
New Jersey
$215K -$172K -3,859 -44%
CPO
533
Cerity Partners OCIO
New York
$214K +$219K +4,928 New
TCM
534
Telos Capital Management
California
$213K -$445 -10 -0.2%
ACP
535
Aviance Capital Partners
Florida
$212K -$31.1K -700 -13%
FSA
536
Franklin Street Advisors
North Carolina
$212K
GA
537
Geneva Advisors
Illinois
$211K -$8.27K -186 -4%
DPIM
538
Duff & Phelps Investment Management
Illinois
$209K
MME
539
Meag Munich Ergo
Germany
$209K +$214K +4,820 New
CC
540
Cipher Capital
New York
$208K -$275K -6,172 -56%
FIM
541
Freedom Investment Management
Connecticut
$204K -$26.1K -586 -11%
CPSAC
542
Chas P. Smith & Associates (CPS)
Florida
$202K
ECM
543
Endex Capital Management
Kansas
$202K
MCWS
544
McKinley Carter Wealth Services
West Virginia
$201K +$206K +4,642 New
RIA
545
Regal Investment Advisors
Michigan
$191K +$76.6K +1,723 +64%
FHA
546
First Horizon Advisors
Tennessee
$190K +$192K +4,324 +6,454%
HIM
547
Hillsdale Investment Management
Ontario, Canada
$178K -$48.9K -1,100 -21%
First Manhattan
548
First Manhattan
New York
$177K
LFR
549
Lehman Financial Resources
Pennsylvania
$173K +$133K +3,000 +300%
GIS
550
Guardian Investor Services
New York
$169K -$2.31K -52 -1%

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.