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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
BGIM
551
Brandywine Global Investment Management
Pennsylvania
$152K -$8.66M -194,640 -98%
AW
552
Alpha Windward
Massachusetts
$148K -$220K -4,940 -59%
PTC
553
Private Trust Company
Ohio
$144K +$11.3K +255 +8%
DAM
554
Delta Asset Management
Tennessee
$140K +$2.94K +66 +2%
MA
555
MUFG Americas
New York
$138K +$55.9K +1,256 +65%
QAM
556
QCI Asset Management
New York
$136K
HRIA
557
Haberer Registered Investment Advisor
Ohio
$132K -$65.2K -1,466 -33%
MCM
558
Manchester Capital Management
Vermont
$130K -$8.45K -190 -6%
BAM
559
Barrett Asset Management
New York
$128K
HFM
560
Hartford Financial Management
Connecticut
$128K +$26.7K +600 +25%
MMG
561
Monetary Management Group
Missouri
$126K -$102K -2,300 -44%
FANJ
562
Financial Architects (New Jersey)
New Jersey
$126K -$5.47K -123 -4%
JIC
563
Joel Isaacson & Co
New York
$122K
FFC
564
First Financial Corp
Indiana
$120K
MA
565
MCF Advisors
Kentucky
$118K -$10.8K -242 -9%
BPBT
566
Boston Private Bank & Trust
Massachusetts
$109K -$35.6K -800 -24%
Jones Financial Companies
567
Jones Financial Companies
Missouri
$108K -$91.4K -2,055 -45%
ACM
568
Aviance Capital Management
Florida
$103K -$2.94K -66 -3%
PFS
569
Penseco Financial Services
Pennsylvania
$102K +$11.1K +250 +12%
SAMC
570
Shinko Asset Management Company
Japan
$100K -$8.89K -200 -8%
FA
571
Financial Advantage
Maryland
$91K
M
572
MOTCO
Texas
$89K -$59K -1,327 -39%
FNBSF
573
First National Bank Sioux Falls
South Dakota
$87K
DVM
574
Dreman Value Management
Florida
$83K +$84.7K +1,904 New
BFEC
575
Benjamin F. Edwards & Company
Missouri
$82K +$48.9K +1,100 +141%

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.