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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
FDS
526
First Dallas Securities
Texas
$278K
WCM
527
Wisconsin Capital Management
Wisconsin
$278K +$18.5K +400 +7%
TCM
528
Telos Capital Management
California
$273K +$42.3K +916 +19%
FNB
529
First Niagara Bank
New York
$269K +$12.3K +266 +5%
ACP
530
Aviance Capital Partners
Florida
$262K +$32.3K +700 +14%
MYLI
531
Meiji Yasuda Life Insurance
Japan
$261K
PAG
532
Pinnacle Advisory Group
Maryland
$260K -$1.15K -25 -0.4%
B
533
BancorpSouth
Mississippi
$257K -$1.89K -41 -0.7%
CK
534
Cohen Klingenstein
New York
$257K
CHC
535
City Holding Co
West Virginia
$257K +$254K +5,497 New
SCM
536
Schnieders Capital Management
California
$254K +$251K +5,438 New
BMO
537
Beck Mack & Oliver
New York
$249K
DSC
538
Duncker Streett & Co
Missouri
$245K +$3.04K +66 +1%
DPIM
539
Duff & Phelps Investment Management
Illinois
$244K +$17.5K +380 +8%
NBC
540
Neuberger Berman Canada
Ontario, Canada
$243K +$240K +5,200 New
CCS
541
Crosspoint Capital Strategies
California
$242K +$223K +4,841 New
RIA
542
Regal Investment Advisors
Michigan
$239K +$32.1K +695 +16%
MFS
543
MSI Financial Services
Massachusetts
$238K -$101K -2,197 -30%
IPRC
544
Indices-Pac Research Corporation
New Jersey
$238K +$5.68K +123 +2%
CIC
545
Crawford Investment Counsel
Georgia
$231K +$228K +4,935 New
FSA
546
Franklin Street Advisors
North Carolina
$229K
GA
547
Geneva Advisors
Illinois
$223K -$4.61K -100 -2%
MCWS
548
McKinley Carter Wealth Services
West Virginia
$223K +$5.77K +125 +3%
WF
549
Welch & Forbes
Massachusetts
$221K -$104K -2,255 -32%
ECM
550
Endex Capital Management
Kansas
$217K

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.