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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
PAM
601
Private Asset Management
California
$209K +$198K +3,751 New
PTC
602
Private Trust Company
Ohio
$208K +$20.5K +388 +12%
ECM
603
Everence Capital Management
Indiana
$208K +$197K +3,730 New
CWP
604
Capital Wealth Planning
Florida
$206K +$195K +3,700 New
SA
605
Strategic Advisors
New York
$204K +$193K +3,667 New
GIS
606
Guardian Investor Services
New York
$202K -$6.8K -129 -3%
CCA
607
Checchi Capital Advisers
California
$201K +$190K +3,597 New
CC
608
Courier Capital
New York
$201K +$190K +3,598 New
CAL
609
Capital Advisors Ltd
Ohio
$200K
MMG
610
Monetary Management Group
Missouri
$196K +$26.4K +500 +17%
DAM
611
Delta Asset Management
Tennessee
$185K
AW
612
Alpha Windward
Massachusetts
$175K -$2.11K -40 -1%
M
613
MOTCO
Texas
$175K
HIM
614
Hillsdale Investment Management
Ontario, Canada
$173K -$42.2K -800 -21%
MCM
615
Manchester Capital Management
Vermont
$173K
JIC
616
Joel Isaacson & Co
New York
$167K
TWM
617
Torch Wealth Management
Ohio
$166K +$128K +2,432 +442%
BAM
618
Barrett Asset Management
New York
$165K
HFM
619
Hartford Financial Management
Connecticut
$159K -$264K -5,000 -64%
MA
620
MCF Advisors
Kentucky
$159K +$1.53K +29 +0.9%
FFC
621
First Financial Corp
Indiana
$154K
GLI
622
Guardian Life Insurance
New York
$154K +$1.05K +20 +0.7%
HR
623
Howe & Rusling
New York
$149K +$112K +2,120 +272%
DVM
624
Dreman Value Management
Florida
$143K -$185K -3,498 -58%
1IC
625
1919 Investment Counsel
Maryland
$135K +$1K +19 +0.8%

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.