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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
ECM
626
ETrade Capital Management
Virginia
$38K -$2.08K -45 -5%
TFO
627
Tarbox Family Office
California
$38K +$37.7K +818 New
ASN
628
Advisory Services Network
Georgia
$38K +$37.9K +821 New
MIM
629
Macroview Investment Management
Maryland
$37K -$23.1K -500 -38%
AAC
630
Asset Advisors Corp
Georgia
$37K
DOA
631
D'Orazio & Associates
Virginia
$35K +$34.4K +745 New
CCM
632
Chilton Capital Management
Texas
$34.6K
PMFA
633
Plante Moran Financial Advisors
Michigan
$34K -$6.32K -137 -16%
MUMSS
634
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$33.7K +730 New
TDC
635
Thompson Davis & Co
Virginia
$31K +$30.5K +660 New
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$877 -19 -3%
WCMN
637
Westchester Capital Management (Nebraska)
Nebraska
$29K
WA
638
Waverly Advisors
Alabama
$25K +$6.46K +140 +36%
TWM
639
Torch Wealth Management
Ohio
$24K +$23.6K +511 New
GI
640
Gradient Investments
Minnesota
$24K +$24K +521 New
ZTNA
641
Zions Trust National Association
Utah
$23K -$8.07K -175 -26%
HDIM
642
Hanson & Doremus Investment Management
Vermont
$23K
HF
643
Hoxton Financial
West Virginia
$23K +$7.8K +169 +51%
PTCG
644
Pring Turner Capital Group
California
$19K +$18.5K +400 New
ST
645
Somerset Trust
Pennsylvania
$19K +$18.5K +401 New
TRCT
646
Tower Research Capital (TRC)
New York
$17K -$287K -6,214 -94%
Group One Trading
647
Group One Trading
Illinois
$17K -$36.9K -800 -68%
ST
648
Stifel Trust
Missouri
$15K -$23.1K -500 -63%
FAM
649
Fred Alger Management
New York
$15K -$2.31K -50 -13%
KIG
650
Kessler Investment Group
Indiana
$12K -$7.15K -155 -38%

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.