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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
CAI
176
Capital Advisors Inc
Oklahoma
$6.07M +$530K +11,496 +10%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$5.99M -$2.97M -64,407 -33%
EIM
178
ExxonMobil Investment Management
Texas
$5.93M -$118K -2,567 -2%
AIP
179
ARS Investment Partners
New York
$5.86M -$1.39M -30,061 -19%
STC
180
SEI Trust Company
Pennsylvania
$5.76M +$22.3K +483 +0.4%
Citigroup
181
Citigroup
New York
$5.69M -$13.5M -293,154 -71%
Royal London Asset Management
182
Royal London Asset Management
United Kingdom
$5.62M +$311K +6,748 +6%
KeyBank National Association
183
KeyBank National Association
Ohio
$5.54M -$101K -2,189 -2%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$5.53M -$487K -10,561 -8%
MSA
185
Mason Street Advisors
Wisconsin
$5.38M -$7.98M -173,013 -60%
BSPF
186
British Steel Pension Fund
United Kingdom
$5.33M
BFG
187
Beacon Financial Group
Texas
$5.24M +$274K +5,937 +6%
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$5.23M -$202K -4,378 -4%
WT
189
Whittier Trust
California
$5.2M -$81.4K -1,765 -2%
Two Sigma Advisers
190
Two Sigma Advisers
New York
$5.19M +$4.46M +96,600 +672%
VCM
191
Vigilant Capital Management
Maine
$5.07M +$284K +6,165 +6%
SCA
192
Stillwater Capital Advisors
Pennsylvania
$4.88M +$1.4M +30,404 +41%
FCAM
193
F&C Asset Management
United Kingdom
$4.85M -$427K -9,262 -8%
OTPPB
194
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.85M -$850K -18,418 -15%
RCM
195
Riverhead Capital Management
Delaware
$4.82M -$5.22M -113,065 -52%
NG
196
NatWest Group
United Kingdom
$4.73M +$481K +10,415 +11%
AAM
197
Advisors Asset Management
Colorado
$4.66M +$212K +4,588 +5%
CAM
198
Carret Asset Management
New York
$4.55M -$38.1K -825 -0.8%
FIM
199
Foresters Investment Management
New York
$4.53M +$346K +7,500 +8%
OI
200
Oakbrook Investments
Illinois
$4.5M -$204K -4,425 -4%

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.