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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
AW
576
Alpha Windward
Massachusetts
$148K -$11.6K -251 -7%
MCM
577
Manchester Capital Management
Vermont
$145K +$4.66K +101 +3%
MA
578
MUFG Americas
New York
$144K -$4.75K -103 -3%
MMG
579
Monetary Management Group
Missouri
$141K +$4.61K +100 +3%
JIC
580
Joel Isaacson & Co
New York
$141K +$9.23K +200 +7%
BAM
581
Barrett Asset Management
New York
$138K
FFC
582
First Financial Corp
Indiana
$129K
GLI
583
Guardian Life Insurance
New York
$128K -$143K -3,097 -53%
QAM
584
QCI Asset Management
New York
$124K -$23.1K -500 -16%
SGC
585
South Georgia Capital
Illinois
$124K +$123K +2,658 New
MA
586
MCF Advisors
Kentucky
$120K +$1.2K +26 +1%
FIG
587
Fusion Investment Group
Pennsylvania
$120K +$118K +2,565 New
ACM
588
Aviance Capital Management
Florida
$117K +$6.14K +133 +6%
DVM
589
Dreman Value Management
Florida
$115K -$63.9K -1,384 -73%
1IC
590
1919 Investment Counsel
Maryland
$113K +$27.7K +600 +33%
M
591
MOTCO
Texas
$110K +$13.8K +300 +15%
PFSC
592
Peoples Financial Services Corp
Pennsylvania
$109K +$108K +2,335 New
SAMC
593
Shinko Asset Management Company
Japan
$100K -$7.89K -171 -7%
VIA
594
Vantage Investment Advisors
Pennsylvania
$99K +$97.7K +2,117 New
FA
595
Financial Advantage
Maryland
$98K
HTHT
596
Hemenway Trust Hemenway Trust
New Hampshire
$98K +$96.9K +2,100 New
FNBSF
597
First National Bank Sioux Falls
South Dakota
$94K
HI
598
Hudock Inc
Pennsylvania
$90K +$4.61K +100 +5%
TCM
599
Tetrem Capital Management
Manitoba, Canada
$90K +$12K +261 +16%
BOK
600
Bank of Kentucky
Kentucky
$86K

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.