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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
OC
676
Oakworth Capital
Alabama
$1K +$877 +19 New
MRCM
677
M&R Capital Management
New Jersey
$554
HCM
678
Highbridge Capital Management
New York
-$32.9M -758,810 Closed
Teacher Retirement System of Texas
679
Teacher Retirement System of Texas
Texas
-$27.3M -629,067 Closed
SCM
680
Stevens Capital Management
Pennsylvania
-$15.3M -353,312 Closed
AI
681
Analytic Investors
California
-$13.3M -307,645 Closed
PP
682
PDT Partners
New York
-$12.5M -287,233 Closed
BMCMI
683
Bryn Mawr Capital Management Inc
Pennsylvania
-$4.82M -111,073 Closed
MSU
684
Maple Securities USA
New Jersey
-$3.73M -86,159 Closed
SIG
685
Schooner Investment Group
Pennsylvania
-$2.62M -60,000 Closed
Fidelity International
686
Fidelity International
Bermuda
-$2.49M -57,353 Closed
FCBT
687
First Citizens Bank & Trust
North Carolina
-$1.99M -45,997 Closed
VKH
688
Virtu KCG Holdings
New York
-$1.82M -39,482 Closed
Capital Fund Management (CFM)
689
Capital Fund Management (CFM)
France
-$1.47M -31,939 Closed
SC
690
Sculptor Capital
New York
-$1.08M -23,500 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
691
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$897K -20,700 Closed
JG
692
Jefferies Group
New York
-$872K -20,121 Closed
Arrowstreet Capital
693
Arrowstreet Capital
Massachusetts
-$809K -18,659 Closed
VFAM
694
Valley Forge Asset Management
Pennsylvania
-$699K -16,135 Closed
BCM
695
Bridgeway Capital Management
Texas
-$598K -13,800 Closed
PCM
696
Prelude Capital Management
New York
-$440K -10,154 Closed
DTL
697
Dynamic Technology Lab
Singapore
-$408K -9,419 Closed
Tudor Investment Corp
698
Tudor Investment Corp
Connecticut
-$368K -8,500 Closed
Mackenzie Financial
699
Mackenzie Financial
Ontario, Canada
-$337K -7,772 Closed
EFS
700
Essex Financial Services
Connecticut
-$302 -6,972 Closed

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.