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
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$4.5M +$1.05M +22,800 +31%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.35M -$296K -6,405 -6%
CC
203
Curian Capital
Colorado
$4.33M +$143K +3,107 +3%
MME
204
Meag Munich Ergo
Germany
$4.25M +$4M +86,698 +1,799%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$4.17M -$67K -1,453 -2%
FVCM
206
F&V Capital Management
Florida
$4.13M -$22.6K -490 -0.6%
FCM
207
Forester Capital Management
Illinois
$4.1M +$14.3K +310 +0.4%
QI
208
QS Investors
New York
$4.05M -$337K -7,300 -8%
URS
209
Utah Retirement Systems
Utah
$4.05M
LPL Financial
210
LPL Financial
California
$3.91M +$1.61K +35 +0%
GCAC
211
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.9M +$103K +2,230 +3%
AG
212
Aperio Group
California
$3.9M -$2.94M -63,700 Closed
ProShare Advisors
213
ProShare Advisors
Maryland
$3.89M +$1.71M +36,983 +80%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$3.75M -$393K -8,516 -10%
OSNBOA
215
Old Second National Bank of Aurora
Illinois
$3.73M +$123K +2,660 +3%
NSIM
216
North Star Investment Management
Illinois
$3.71M +$218K +4,733 +6%
DILH
217
Dai-ichi Life Holdings
Japan
$3.67M +$20.5K +444 +0.6%
BCM
218
BBT Capital Management
Texas
$3.65M -$5.31M -115,000 -60%
WAM
219
World Asset Management
Michigan
$3.61M -$556K -12,049 -13%
HCM
220
Huber Capital Management
California
$3.61M +$2.5M +54,200 +235%
MHC
221
Meyer Handelman Company
New York
$3.55M -$64.6K -1,400 -2%
FQ
222
First Quadrant
California
$3.52M -$134K -2,900 -4%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3.43M -$863K -18,707 -20%
CCG
224
Cypress Capital Group
Florida
$3.35M -$57.7K -1,250 -2%
LIA
225
LS Investment Advisors
Michigan
$3.3M +$647K +14,024 +25%

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.