We are live on ! Find out more
AEP icon

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
AIG
151
American International Group
New York
$9.03M +$314K +6,796 +4%
Aviva
152
Aviva
United Kingdom
$8.98M +$413K +8,958 +5%
AIA
153
Affinity Investment Advisors
California
$8.6M -$507K -10,981 -6%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$8.48M +$228K +4,949 +3%
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.48M +$881K +19,100 +12%
CBOA
156
Commonwealth Bank of Australia
Australia
$8.09M +$669K +14,492 +9%
TSU
157
TD Securities (USA)
New York
$8.04M +$243K +5,258 +3%
AAF
158
Andra AP-fonden
Sweden
$8.01M -$1.96M -42,400 -20%
CA
159
Commerzbank Aktiengesellschaft
Germany
$8M -$8.52M -184,616 -53%
LBG
160
Lloyds Banking Group
United Kingdom
$7.98M +$1.38M +29,898 +21%
FIM
161
Frontier Investment Management
Texas
$7.7M -$149K -3,222 -2%
FMLI
162
Fukoku Mutual Life Insurance
Japan
$7.44M
ERSOT
163
Employees Retirement System of Texas
Texas
$7.43M +$1.15M +25,000 +19%
ORIO
164
Old Republic International (ORI)
Illinois
$7.32M +$7.22M +156,500 New
ICM
165
ICC Capital Management
Florida
$7.29M -$207K -4,485 -3%
WB
166
WesBanco Bank
West Virginia
$6.85M -$24.6K -534 -0.4%
MAM
167
Martingale Asset Management
Massachusetts
$6.84M -$152K -3,304 -2%
CCMH
168
Cornerstone Capital Management Holdings
New York
$6.65M -$1.01M -21,825 -13%
ELC
169
Edgar Lomax Company
Virginia
$6.63M -$10.5M -227,200 -62%
MSR
170
Main Street Research
Connecticut
$6.58M +$33.2K +720 +0.5%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$6.55M -$381K -8,250 -6%
HIMCH
172
Hartford Investment Management Co (HIMCO)
Connecticut
$6.48M -$314K -6,806 -5%
USAA
173
United Services Automobile Association
Texas
$6.33M +$46.1K +1,000 +0.7%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$6.18M +$6.11M +132,307 New
FAF
175
Fjarde Ap-fonden
Sweden
$6.18M -$445K -9,646 -7%

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.