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American Electric Power

773 hedge funds and large institutions have $18.3B invested in American Electric Power in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 270 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $110M | Put options by funds: $56.8M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0.31% less ownership

Funds ownership: 66.82%66.52% (-0.31%)

0% less funds holding

Funds holding: 776773 (-3)

8% less capital invested

Capital invested by funds: $19.8B → $18.3B (-$1.52B)

12% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 307

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
773
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
20.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
67
Increased
270
Reduced
307
Closed
59
Calls
$110M
Puts
$56.8M
Net Calls
+$52.8M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
251
Nomura Holdings
Japan
$3.14M +$1.11M +18,783 +51%
B
252
Baird
Wisconsin
$3.12M -$166K -2,791 -5%
PMG
253
ProVise Management Group
Florida
$3.08M +$58.7K +990 +2%
HNB
254
Huntington National Bank
Ohio
$3.07M -$173K -2,912 -5%
MOACM
255
Mutual of America Capital Management
New York
$3.03M +$57.3K +966 +2%
Creative Planning
256
Creative Planning
Kansas
$3.02M +$420K +7,081 +15%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$3M +$204K +3,439 +7%
PMAM
258
Picton Mahoney Asset Management
Ontario, Canada
$2.99M +$1.05M +17,700 +50%
GCA
259
Gideon Capital Advisors
New York
$2.99M +$3.16M +53,188 New
FCM
260
Forester Capital Management
Illinois
$2.97M -$2.12M -35,740 -40%
VKH
261
Virtu KCG Holdings
New York
$2.92M +$2.53M +42,705 +464%
CAM
262
Capstone Asset Management
Texas
$2.88M +$29.7K +500 +1%
PA
263
Pinnacle Associates
New York
$2.87M -$19K -320 -0.6%
AAIM
264
American Assets Investment Management
California
$2.81M
ClearBridge Investments
265
ClearBridge Investments
New York
$2.81M -$109K -1,843 -4%
PA
266
Profund Advisors
Maryland
$2.79M -$940K -15,836 -24%
LCS
267
Levin Capital Strategies
New York
$2.79M -$1.64M -27,651 -36%
NSIM
268
North Star Investment Management
Illinois
$2.77M +$72.9K +1,229 +3%
GH
269
GAM Holding
Switzerland
$2.76M +$29.7K +500 +1%
SC
270
SouthState Corp
Florida
$2.75M -$110K -1,846 -4%
LMGAM
271
Liberty Mutual Group Asset Management
Massachusetts
$2.75M +$163K +2,752 +6%
FNBOMD
272
First National Bank of Mount Dora
Florida
$2.73M -$227K -3,825 -7%
CIA
273
Covington Investment Advisors
Pennsylvania
$2.71M -$758K -12,775 -21%
CA
274
Cetera Advisors
Colorado
$2.68M -$57.1K -963 -2%
SWM
275
Segment Wealth Management
Texas
$2.65M +$251K +4,238 +10%

AEP Hedge Fund Activity: Q1 2015 in Review

773 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2015, worth a combined $18.3B — down 7.7% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AEP positions and 59 closed out — a net gain of 8 holders — while 270 added to existing stakes and 307 trimmed.

The largest buyer was Millennium Management, adding an estimated $300M. The largest seller was T. Rowe Price Associates, cutting an estimated $143M.

  • 773 institutional investors held American Electric Power (AEP) as of Q1 2015, down from 776 in Q4 2014.
  • Funds reported $18.3B of American Electric Power stock for Q1 2015, down 7.7% quarter-over-quarter.
  • 67 funds opened new American Electric Power positions in Q1 2015 and 59 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2015 was Millennium Management, an estimated $300M added.
  • The largest American Electric Power seller in Q1 2015 was T. Rowe Price Associates, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2015.