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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
676
IKOS CIF
Cyprus
-$601K -13,359 Closed
FSA
677
Financial Sense Advisors
California
-$584K -13,057 Closed
NIM
678
NuWave Investment Management
New Jersey
-$527K -11,772 Closed
ASC
679
Atalanta Sosnoff Capital
New York
-$425K -9,500 Closed
CPC
680
Cookson Peirce & Co
Pennsylvania
-$400K -8,981 Closed
KA
681
Kovack Advisors
Florida
-$393K -8,778 Closed
EMG
682
Ellington Management Group
Connecticut
-$358K -8,000 Closed
1GA
683
1st Global Advisors
Texas
-$322K -7,182 Closed
GCT
684
Galaxy Capital Trading
British Virgin Islands
-$300K -6,700 Closed
AC
685
Amici Capital
New York
-$224K -5,000 Closed
RHBC
686
R.H. Bluestein & Co
Michigan
-$224K -5,000 Closed
ISL
687
Ingalls & Snyder LLC
New York
-$209K -4,681 Closed
GAM
688
Garrison Asset Management
Arkansas
-$202K -4,508 Closed
Fuller & Thaler Asset Management
689
Fuller & Thaler Asset Management
California
-$130K -2,900 Closed
GLA
690
Great Lakes Advisors
Illinois
-$116K -2,600 Closed
Twin Tree Management
691
Twin Tree Management
Texas
-$84.4K -1,898 Closed
CCA
692
Catalyst Capital Advisors
New York
-$85K -1,897 Closed
NYLT
693
New York Life Trust
New York
-$49K -1,089 Closed
LWM
694
Lyons Wealth Management
Florida
-$19K -440 Closed
IRS
695
Invictus RG (Singapore)
Singapore
-$14K -320 Closed
ATC
696
Adirondack Trust Company
New York
-$13K -300 Closed
CGT
697
Capital Guardian Trust
California
-$9K -200 Closed
OWP
698
Obermeyer Wealth Partners
Colorado
-$9K -200 Closed
FHB
699
First Hawaiian Bank
Hawaii
-$8K -180 Closed
JFA
700
JNBA Financial Advisors
Minnesota
-$8K -175 Closed

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.