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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
TRCT
676
Tower Research Capital (TRC)
New York
$30K -$124K -2,356 -82%
GI
677
Gradient Investments
Minnesota
$29K
ZTNA
678
Zions Trust National Association
Utah
$28K
GGPS
679
Gary Goldberg Planning Services
New York
$28K +$26.3K +498 +24,900%
MS
680
Marshall & Sullivan
Washington
$27K +$26.4K +500 New
FIG
681
Fusion Investment Group
Pennsylvania
$22K -$144K -2,738 -87%
PR
682
Payden & Rygel
California
$21K
ST
683
Stifel Trust
Missouri
$17K
CAW
684
Cornerstone Advisors (Washington)
Washington
$16K
TCM
685
Tradewinds Capital Management
Washington
$16K
FMP
686
Financial Management Professionals
Texas
$14K
GAM
687
Gemmer Asset Management
California
$14K
KIG
688
Kessler Investment Group
Indiana
$14K
TCM
689
TD Capital Management
Tennessee
$14K +$106 +2 +0.8%
HCM
690
Highlander Capital Management
New Jersey
$13.9K
LNB
691
Ledyard National Bank
$13K
JWA
692
JFS Wealth Advisors
Pennsylvania
$13K +$12.1K +229 New
DBT
693
Dubuque Bank & Trust
Iowa
$10K
OIA
694
Optimum Investment Advisors
Illinois
$10K
TFO
695
Tarbox Family Office
California
$10K
NYLT
696
New York Life Trust
New York
$10K +$3.59K +68 +60%
ECM
697
Exchange Capital Management
Michigan
$9K +$53 +1 +0.6%
WA
698
Waverly Advisors
Alabama
$8K
ARMC
699
American Research & Management Company
Massachusetts
$7K
SC
700
Saturna Capital
Washington
$7K

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.