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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
FMP
651
Financial Management Professionals
Texas
$12K
HCM
652
Highlander Capital Management
New Jersey
$11.7K
LNB
653
Ledyard National Bank
$11K
TCM
654
TD Capital Management
Tennessee
$11K +$138 +3 +1%
WIC
655
Willis Investment Counsel
Georgia
$10.4K +$78.4K +1,700 +0.8%
PG
656
PEAK6 Group
Illinois
$10K -$1.38M -29,986 -99%
TFA
657
Transamerica Financial Advisors
Florida
$10K +$9.23K +200 +20,000%
DBT
658
Dubuque Bank & Trust
Iowa
$9K
PFA
659
Paradigm Financial Advisors
Missouri
$7K +$6.46K +140 New
ECM
660
Exchange Capital Management
Michigan
$7K +$7.25K +157 New
WC
661
Whitnell & Co
Illinois
$6K -$11.5K -250 -67%
ARMC
662
American Research & Management Company
Massachusetts
$6K
SC
663
Saturna Capital
Washington
$6K
WF
664
WealthTrust Fairport
Ohio
$5K -$2.63K -57 -34%
Carson Wealth (CWM LLC)
665
Carson Wealth (CWM LLC)
Nebraska
$5K
PR
666
Payden & Rygel
California
$5K
RFS
667
Rockefeller Financial Services
New York
$5K
SFSIG
668
San Francisco Sentry Investment Group
California
$4K -$92 -2 -2%
UB
669
UMB Bank
Missouri
$1.74K +$64.1K +1,390 +4%
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$1.64K +$1.61K +35 New
S
671
SignatureFD
Georgia
$1K
TSW
672
Thompson Siegel & Walmsley
Virginia
$1K
WIL
673
Winifred I. Li
$1K
CAM
674
ClariVest Asset Management
California
$1K +$92 +2 +7%
CGT
675
Capital Guardian Trust
California
$1K +$600 +13 New

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.