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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
BOK
576
Bank of Kentucky
Kentucky
$80K
HR
577
Howe & Rusling
New York
$79K -$1.02K -23 -1%
HI
578
Hudock Inc
Pennsylvania
$79K
1IC
579
1919 Investment Counsel
Maryland
$78K -$28.3K -637 -26%
CBT
580
Central Bank & Trust
Kentucky
$75K
TCOV
581
Trust Company of Vermont
Vermont
$75K
WCM
582
Windsor Capital Management
Arizona
$74K
DIA
583
Davidson Investment Advisors
Montana
$73K
TCM
584
Tetrem Capital Management
Manitoba, Canada
$72K +$73.8K +1,660 New
TWA
585
TCI Wealth Advisors
Arizona
$70K
JEW
586
Jamison Eaton & Wood
New Jersey
$69K +$71.2K +1,600 New
BC
587
Bartlett & Co
Ohio
$62K -$7.78K -175 -11%
IMS
588
Index Management Solutions
Pennsylvania
$62K +$63.5K +1,427 New
Manulife (Manufacturers Life Insurance)
589
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.1K +$598K +13,435 +1%
CFA
590
Carroll Financial Associates
North Carolina
$57K -$16K -359 -21%
MIM
591
Macroview Investment Management
Maryland
$56K
RFA
592
Reilly Financial Advisors
California
$53K -$2.67K -60 -5%
ST
593
Smithfield Trust
Pennsylvania
$52K -$9.43K -212 -15%
Group One Trading
594
Group One Trading
Illinois
$51K +$35.6K +800 +215%
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$49K -$499K -11,227 -91%
AWMS
596
Advocacy Wealth Management Services
Georgia
$48K
DSI
597
Daiwa SB Investments
Japan
$48K
AC
598
Alexandria Capital
Virginia
$45K
MFBTD
599
MB Financial Bank - Trust Department
Illinois
$42K
MAM
600
Meeder Asset Management
Ohio
$42K

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.