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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
AIA
526
Avalon Investment & Advisory
Texas
$374K +$19.8K +376 +6%
CFS
527
Community Financial System
New York
$373K
MAM
528
Mastrapasqua Asset Management
Tennessee
$371K -$5.01K -95 -1%
SIC
529
Salem Investment Counselors
North Carolina
$363K -$11K -209 -3%
SCM
530
Schnieders Capital Management
California
$359K +$52.8K +1,000 +18%
GA
531
Geneva Advisors
Illinois
$355K +$95.8K +1,816 +40%
RNS
532
Robert N. Shapiro
$353K -$7.91K -150 -2%
MC
533
Mathes Company
New York
$353K
PCM
534
Parsons Capital Management
Rhode Island
$351K -$43.5K -825 -12%
Fiera Capital (Canada)
535
Fiera Capital (Canada)
Quebec, Canada
$351K +$332K +6,300 New
RWM
536
Rench Wealth Management
Texas
$348K +$329K +6,238 New
AP
537
Atwood & Palmer
Missouri
$347K -$30.6K -581 -9%
FMWA
538
Forvis Mazars Wealth Advisors
Missouri
$343K -$39.9K -756 -11%
WCM
539
Wisconsin Capital Management
Wisconsin
$341K -$4.48K -85 -1%
SJIC
540
St. James Investment Company
Texas
$336K +$28.5K +540 +10%
IMS
541
Index Management Solutions
Pennsylvania
$336K +$155K +2,942 +96%
FDS
542
First Dallas Securities
Texas
$332K
PWW
543
Pettyjohn Wood & White
Virginia
$328K
ONB
544
Old National Bancorp
Indiana
$322K +$305K +5,781 New
AP
545
Advisor Partners
California
$316K +$528 +10 +0.2%
QT
546
Quantbot Technologies
New York
$309K +$119K +2,252 +68%
CK
547
Cohen Klingenstein
New York
$307K
IIM
548
Ipswich Investment Management
Massachusetts
$306K +$290K +5,488 New
DJSG
549
D.J. St. Germain
Massachusetts
$304K
WFM
550
Wilmington Funds Management
Delaware
$301K -$142K -2,700 -33%

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.