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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
BCB
651
Brian C. Broderick
$83K
BC
652
Bartlett & Co
Ohio
$79K
IPC
653
Independent Portfolio Consultants
Florida
$76K +$72K +1,364 New
ST
654
Smithfield Trust
Pennsylvania
$75K
RFA
655
Reilly Financial Advisors
California
$63K -$37.8K -717 -39%
AC
656
Alexandria Capital
Virginia
$58K
BBPWM
657
Blue Bell Private Wealth Management
Pennsylvania
$57K
HRIA
658
Haberer Registered Investment Advisor
Ohio
$56K -$9.5K -180 -15%
MFBTD
659
MB Financial Bank - Trust Department
Illinois
$56K +$2K +38 +4%
PIM
660
Parasol Investment Management
Illinois
$56K +$52.8K +1,000 New
CBT
661
Central Bank & Trust
Kentucky
$55K
TFA
662
Transamerica Financial Advisors
Florida
$54K +$41.1K +780 +388%
AF
663
Arrow Financial
New York
$52K +$5.28K +100 +12%
ECM
664
Estabrook Capital Management
New York
$50.2K
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$50K +$53 +1 +0.1%
VAM
666
Visionary Asset Management
Texas
$50K +$47.4K +898 New
MUMSS
667
Mitsubishi UFJ Morgan Stanley Securities
Japan
$46K +$24.8K +470 +131%
AAC
668
Asset Advisors Corp
Georgia
$45K
AWM
669
Avior Wealth Management
Nebraska
$43K +$6.33K +120 +19%
DOA
670
D'Orazio & Associates
Virginia
$42K
HDIM
671
Hanson & Doremus Investment Management
Vermont
$38K +$9.5K +180 +36%
SJIM
672
St. Johns Investment Management
Florida
$36K
WCMN
673
Westchester Capital Management (Nebraska)
Nebraska
$35K
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
HPBT
675
High Point Bank & Trust
North Carolina
$32K

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.