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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
201
Opus Investment Management
Massachusetts
$4.66M
BFG
202
Beacon Financial Group
Texas
$4.63M +$4.74M +106,513 New
GT
203
Glenmede Trust
Pennsylvania
$4.61M -$620K -13,939 -12%
VCM
204
Vigilant Capital Management
Maine
$4.43M +$92.7K +2,085 +2%
OI
205
Oakbrook Investments
Illinois
$4.36M -$82.3K -1,850 -2%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.31M +$19.7K +444 +0.4%
CAM
207
Carret Asset Management
New York
$4.25M -$17.8K -400 -0.4%
AAM
208
Advisors Asset Management
Colorado
$4.13M +$592K +13,307 +16%
QI
209
QS Investors
New York
$4.07M -$758K -17,036 -15%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$4M +$355K +7,975 +9%
NG
211
NatWest Group
United Kingdom
$3.94M -$2.29M -51,424 -36%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$3.93M +$69.1K +1,553 +2%
CAM
213
Capstone Asset Management
Texas
$3.88M -$14.1K -318 -0.4%
FIM
214
Foresters Investment Management
New York
$3.88M
CC
215
Curian Capital
Colorado
$3.88M +$255K +5,731 +7%
WAM
216
World Asset Management
Michigan
$3.87M -$448K -10,063 -10%
FVCM
217
F&V Capital Management
Florida
$3.85M +$1.31M +29,350 +49%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$3.85M +$158K +3,550 +4%
FCM
219
Forester Capital Management
Illinois
$3.79M
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$3.78M +$845K +19,000 +28%
URS
221
Utah Retirement Systems
Utah
$3.76M -$31.1K -700 -0.8%
MSU
222
Maple Securities USA
New Jersey
$3.73M -$523K -11,770 -12%
LPL Financial
223
LPL Financial
California
$3.69M +$396K +8,894 +12%
Nomura Asset Management
224
Nomura Asset Management
Japan
$3.65M -$1.54M -34,639 -29%
QI
225
Qualcomm Inc
California
$3.62M

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.