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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
FNB
551
First Niagara Bank
New York
$301K
CG
552
Clinton Group
New York
$299K -$871K -16,516 -76%
FIM
553
Fruth Investment Management
Texas
$299K
SEC
554
Seven Eight Capital
New York
$296K +$280K +5,300 New
CWM
555
Confluence Wealth Management
Oregon
$296K +$280K +5,305 New
WSFS
556
Wilmington Savings Fund Society
Delaware
$293K -$78.9K -1,496 -22%
ATC
557
Argent Trust Company
Louisiana
$291K -$40.4K -765 -13%
DSC
558
Duncker Streett & Co
Missouri
$282K
IH
559
IFC Holdings
Florida
$278K +$264K +5,004 New
FSA
560
Franklin Street Advisors
North Carolina
$273K
VFA
561
Virtus Fund Advisers
Connecticut
$273K +$258K +4,892 New
FIM
562
Freedom Investment Management
Connecticut
$270K +$26.1K +495 +11%
CCM
563
CrestPoint Capital Management
Missouri
$268K
MYLI
564
Meiji Yasuda Life Insurance
Japan
$264K
TNBTD
565
Trustmark National Bank Trust Department
Mississippi
$262K +$247K +4,687 New
CPSAC
566
Chas P. Smith & Associates (CPS)
Florida
$260K -$492K -9,320 -67%
EB
567
Eastern Bank
Massachusetts
$260K -$246K -4,661 -50%
BAM
568
Brave Asset Management
New Jersey
$259K
B
569
BancorpSouth
Mississippi
$257K -$2.27K -43 -0.9%
CCM
570
Cadence Capital Management
Massachusetts
$256K -$1.15M -21,811 -83%
BHWM
571
Bar Harbor Wealth Management
New Hampshire
$255K
First Manhattan
572
First Manhattan
New York
$252K +$36.2K +686 +18%
ZDA
573
Zweig-DiMenna Associates
New York
$251K +$237K +4,500 New
FHA
574
First Horizon Advisors
Tennessee
$248K +$15.5K +294 +7%
LW
575
Linscomb Wealth
Texas
$248K +$235K +4,455 New

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.