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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
PC
701
Passport Capital
California
-$301K -6,933 Closed
QT
702
Quantbot Technologies
New York
-$295K -6,806 Closed
UCFA
703
United Capital Financial Advisors
Texas
-$268K -6,194 Closed
CF
704
CNA Financial
Illinois
-$267K -6,154 Closed
PGIM
705
Pacific Global Investment Management
California
-$263K -6,063 Closed
Jane Street
706
Jane Street
New York
-$246K -5,673 Closed
WA
707
Whitebox Advisors
Minnesota
-$234K -5,400 Closed
CNBT
708
Canandaigua National Bank & Trust
New York
-$224K -5,166 Closed
CC
709
Cipher Capital
New York
-$208K -4,806 Closed
FANJ
710
Financial Architects (New Jersey)
New Jersey
-$126K -2,896 Closed
Jones Financial Companies
711
Jones Financial Companies
Missouri
-$108K -2,490 Closed
JEW
712
Jamison Eaton & Wood
New Jersey
-$69K -1,600 Closed
EA
713
Ecofin Advisors
United Kingdom
-$28.3K -1,228 Closed
Parallax Volatility Advisers
714
Parallax Volatility Advisers
California
-$52K -1,128 Closed
FBC
715
Fairfield, Bush & Co
Connecticut
-$28K -650 Closed
PAS
716
Partnervest Advisory Services
California
-$10K -230 Closed
EWM
717
Edge Wealth Management
New York
-$6K -140 Closed
Victory Capital Management
718
Victory Capital Management
Texas
-$3K -84 Closed
TF
719
Tompkins Financial
New York
-$2K -41 Closed
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$1.43K -31 -82%

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.