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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
ECM
601
Estabrook Capital Management
New York
$39K
HPBT
602
High Point Bank & Trust
North Carolina
$38K -$2.22K -50 -5%
PMFA
603
Plante Moran Financial Advisors
Michigan
$38K +$12.2K +275 +46%
ECM
604
ETrade Capital Management
Virginia
$38K +$14.1K +317 +58%
AAC
605
Asset Advisors Corp
Georgia
$35K
ST
606
Stifel Trust
Missouri
$35K
CCM
607
Chilton Capital Management
Texas
$32.1K
AF
608
Arrow Financial
New York
$29K -$14.5K -327 -32%
ZTNA
609
Zions Trust National Association
Utah
$29K
EA
610
Ecofin Advisors
United Kingdom
$28.3K +$54.6K +1,228 New
FBC
611
Fairfield, Bush & Co
Connecticut
$28K
EFSCE
612
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$17.2K +387 +148%
WCMN
613
Westchester Capital Management (Nebraska)
Nebraska
$27K
SFS
614
Signator Financial Services
Massachusetts
$23K +$13.3K +300 +126%
HDIM
615
Hanson & Doremus Investment Management
Vermont
$22K
FWM
616
Focused Wealth Management
New York
$21K +$21K +473 New
KIG
617
Kessler Investment Group
Indiana
$18K +$6.89K +155 +62%
WA
618
Waverly Advisors
Alabama
$17K +$17.3K +390 New
FAM
619
Fred Alger Management
New York
$16K
WC
620
Whitnell & Co
Illinois
$16K
HF
621
Hoxton Financial
West Virginia
$14K -$3.16K -71 -18%
FMP
622
Financial Management Professionals
Texas
$11K +$11.7K +264 New
HCM
623
Highlander Capital Management
New Jersey
$10.8K
LNB
624
Ledyard National Bank
$10K -$9.79K -220 -48%
PAS
625
Partnervest Advisory Services
California
$10K

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.