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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
HR
601
Howe & Rusling
New York
$86K +$46 +1 +0.1%
RFA
602
Reilly Financial Advisors
California
$85K +$27.4K +593 +49%
IMS
603
Index Management Solutions
Pennsylvania
$83K +$15.8K +342 +24%
TCOV
604
Trust Company of Vermont
Vermont
$81K
WCM
605
Windsor Capital Management
Arizona
$79K
DIA
606
Davidson Investment Advisors
Montana
$78K
TWA
607
TCI Wealth Advisors
Arizona
$76K
HRIA
608
Haberer Registered Investment Advisor
Ohio
$66K -$74.7K -1,618 -53%
BC
609
Bartlett & Co
Ohio
$66K -$1.15K -25 -2%
ST
610
Smithfield Trust
Pennsylvania
$63K +$7.01K +152 +13%
Manulife (Manufacturers Life Insurance)
611
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.2K -$2.31M -50,059 -4%
CBT
612
Central Bank & Trust
Kentucky
$55K -$25.8K -560 -32%
DSI
613
Daiwa SB Investments
Japan
$51K
CFA
614
Carroll Financial Associates
North Carolina
$50K -$11.1K -241 -18%
AC
615
Alexandria Capital
Virginia
$49K
BBPWM
616
Blue Bell Private Wealth Management
Pennsylvania
$48K +$47.1K +1,020 New
FNYS
617
First New York Securities
New York
$47K +$46.1K +1,000 New
MFBTD
618
MB Financial Bank - Trust Department
Illinois
$46K
OIA
619
Optimum Investment Advisors
Illinois
$46K +$36.9K +800 +430%
MAM
620
Meeder Asset Management
Ohio
$45K
TCM
621
Tradewinds Capital Management
Washington
$43K +$42.7K +926 New
ECM
622
Estabrook Capital Management
New York
$42.1K
HPBT
623
High Point Bank & Trust
North Carolina
$41K
FWM
624
Focused Wealth Management
New York
$41K +$18.5K +400 +85%
AF
625
Arrow Financial
New York
$39K +$6.92K +150 +22%

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.