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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
CIC
576
Crawford Investment Counsel
Georgia
$245K -$81.7K -1,548 -26%
KWMG
577
King Wealth Management Group
Florida
$245K
WCM
578
Weatherstone Capital Management
Colorado
$242K -$7.17K -136 -3%
CCFCSB
579
Cape Cod Five Cents Savings Bank
Massachusetts
$240K
TTWM
580
TCV Trust & Wealth Management
Virginia
$239K +$226K +4,278 New
WTIM
581
Wilmington Trust Investment Management
Delaware
$237K -$58K -1,100 -21%
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$236K -$8.39K -159 -4%
CHC
583
City Holding Co
West Virginia
$234K
WTB
584
Washington Trust Bank
Washington
$234K
LIM
585
Lathrop Investment Management
Arkansas
$231K
KFC
586
Klingenstein Fields & Co
New York
$227K +$214K +4,065 New
PCM
587
Prelude Capital Management
New York
$225K -$318K -6,026 -60%
LFR
588
Lehman Financial Resources
Pennsylvania
$223K
RHBC
589
R.H. Bluestein & Co
Michigan
$223K
CA
590
CapWealth Advisors
Tennessee
$221K
SYBT
591
Stock Yards Bank & Trust
Kentucky
$221K
FANJ
592
Financial Architects (New Jersey)
New Jersey
$219K -$5.43K -103 -3%
ISL
593
Ingalls & Snyder LLC
New York
$219K +$207K +3,933 New
CCS
594
Crosspoint Capital Strategies
California
$218K -$44.8K -849 -18%
RW
595
Rand Wealth
Maryland
$218K +$206K +3,900 New
TC
596
TradeLink Capital
Illinois
$216K +$204K +3,874 New
CCT
597
Chemung Canal Trust
New York
$213K +$202K +3,821 New
HJA
598
Hugh Johnson Advisors
New York
$211K -$13K -247 -6%
AF
599
Allworth Financial
California
$211K +$200K +3,785 New
MA
600
MUFG Americas
New York
$209K +$52.8K +1,000 +36%

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.