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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
TCM
626
Tetrem Capital Management
Manitoba, Canada
$132K +$4.54K +86 +4%
QAM
627
QCI Asset Management
New York
$131K -$5.28K -100 -4%
CFA
628
Carroll Financial Associates
North Carolina
$131K +$34.3K +650 +38%
PFSC
629
Peoples Financial Services Corp
Pennsylvania
$130K
BPBT
630
Boston Private Bank & Trust
Massachusetts
$128K -$19.8K -376 -14%
FCCM
631
First City Capital Management
Georgia
$123K
VIA
632
Vantage Investment Advisors
Pennsylvania
$118K
HTHT
633
Hemenway Trust Hemenway Trust
New Hampshire
$117K
WA
634
WFG Advisors
Texas
$113K +$20.1K +381 +23%
FA
635
Financial Advantage
Maryland
$112K
FNBSF
636
First National Bank Sioux Falls
South Dakota
$112K
SAMC
637
Shinko Asset Management Company
Japan
$110K
PMFA
638
Plante Moran Financial Advisors
Michigan
$110K +$84.8K +1,607 +446%
HI
639
Hudock Inc
Pennsylvania
$107K
SSG
640
Summit Securities Group
New York
$100K +$68.6K +1,300 +260%
TCOV
641
Trust Company of Vermont
Vermont
$96K -$53 -1 -0.1%
CWM
642
Cranbrook Wealth Management
Michigan
$95K
DIA
643
Davidson Investment Advisors
Montana
$94K
W
644
Wealthfront
California
$93K +$34.3K +651 +61%
TDC
645
Thompson Davis & Co
Virginia
$91K +$317 +6 +0.4%
TWA
646
TCI Wealth Advisors
Arizona
$90K
BOK
647
Bank of Kentucky
Kentucky
$89K -$6.59K -125 -7%
S
648
SignatureFD
Georgia
$89K +$83.4K +1,581 +7,905%
FWM
649
Focused Wealth Management
New York
$87K +$57.5K +1,090 +230%
VCM
650
Vigilant Capital Management
Maine
$84K -$5.83M -110,527 -99%

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.