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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
AP
551
Advisor Partners
California
$217K +$214K +4,638 New
BAM
552
Brave Asset Management
New Jersey
$217K +$214K +4,639 New
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$214K +$211K +4,577 New
FIM
554
Freedom Investment Management
Connecticut
$210K -$10.2K -221 -5%
BHWM
555
Bar Harbor Wealth Management
New Hampshire
$210K +$206K +4,475 New
WCM
556
Weatherstone Capital Management
Colorado
$209K +$207K +4,480 New
SJIC
557
St. James Investment Company
Texas
$207K +$204K +4,420 New
BFEC
558
Benjamin F. Edwards & Company
Missouri
$205K +$115K +2,500 +133%
Luther King Capital Management (LKCM)
559
Luther King Capital Management (LKCM)
Texas
$205K +$202K +4,388 New
SYBT
560
Stock Yards Bank & Trust
Kentucky
$204K +$202K +4,367 New
BA
561
Bridgewater Associates
Connecticut
$202K -$2.59M -56,200 -93%
First Manhattan
562
First Manhattan
New York
$201K +$10.2K +220 +5%
CCFCSB
563
Cape Cod Five Cents Savings Bank
Massachusetts
$201K +$198K +4,300 New
FHA
564
First Horizon Advisors
Tennessee
$194K -$10.2K -220 -5%
LFR
565
Lehman Financial Resources
Pennsylvania
$187K
PL
566
Parkwood LLC
Ohio
$186K +$184K +3,983 New
CA
567
CapWealth Advisors
Tennessee
$185K -$369K -8,001 -67%
GIS
568
Guardian Investor Services
New York
$182K
EWM
569
Evercore Wealth Management
New York
$176K -$115K -2,497 -40%
HIM
570
Hillsdale Investment Management
Ontario, Canada
$164K -$27.7K -600 -15%
BGIM
571
Brandywine Global Investment Management
Pennsylvania
$164K
BPBT
572
Boston Private Bank & Trust
Massachusetts
$162K +$44.1K +956 +38%
CWM
573
Cranbrook Wealth Management
Michigan
$160K +$158K +3,418 New
PTC
574
Private Trust Company
Ohio
$156K +$277 +6 +0.2%
DAM
575
Delta Asset Management
Tennessee
$151K

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.