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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
CPA
726
Cowen Prime Advisors
New York
-$1.72M -33,850 Closed
SCA
727
SAC Capital Advisors
Connecticut
-$1.39M -27,373 Closed
QIM
728
Quantitative Investment Management
Virginia
-$1.15M -22,700 Closed
SIG
729
Sky Investment Group
Connecticut
-$1.13M -22,340 Closed
CIBC Private Wealth Group
730
CIBC Private Wealth Group
Georgia
-$980K -19,433 Closed
FAAS
731
First Allied Advisory Services
California
-$750K -14,782 Closed
SCA
732
Secor Capital Advisors
New York
-$573K -11,318 Closed
BKBG
733
BHF Kleinwort Benson Group
Belgium
-$400K -11,000 Closed
FWIA
734
Fort Washington Investment Advisors
Ohio
-$517K -10,209 Closed
GCA
735
Gideon Capital Advisors
New York
-$498K -9,832 Closed
HPC
736
HM Payson & Co
Maine
-$326K -6,427 Closed
VF
737
Virtu Financial
New York
-$324K -6,394 Closed
BMO
738
Beck Mack & Oliver
New York
-$270K -5,326 Closed
UCFA
739
United Capital Financial Advisors
Texas
-$270K -5,326 Closed
WMSA
740
Weiss Multi-Strategy Advisers
New York
-$247K -4,870 Closed
WF
741
Welch & Forbes
Massachusetts
-$240K -4,739 Closed
SC
742
Sumit Capital
New York
-$240K -4,736 Closed
Verition Fund Management
743
Verition Fund Management
Connecticut
-$235K -4,634 Closed
CL
744
Choreo LLC
Illinois
-$231K -4,553 Closed
IPRC
745
Indices-Pac Research Corporation
New Jersey
-$229K -4,516 Closed
Luther King Capital Management (LKCM)
746
Luther King Capital Management (LKCM)
Texas
-$228K -4,498 Closed
CP
747
Coho Partners
Pennsylvania
-$203K -4,000 Closed
TF
748
Trutina Financial
Washington
-$138K -2,731 Closed
AR
749
Advisory Research
Illinois
-$69K -1,370 Closed
ST
750
Somerset Trust
Pennsylvania
-$66K -1,301 Closed

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.