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American Electric Power

776 hedge funds and large institutions have $18.9B invested in American Electric Power in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $147M | Put options by funds: $67.5M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $17.4B → $18.9B (+$1.44B)

3% more funds holding

Funds holding: 755776 (+21)

0.62% more ownership

Funds ownership: 67.35%67.97% (+0.62%)

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

Holders
776
Holders Change
+21
Holders Change %
+2.78%
% of All Funds
21.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
58
Increased
275
Reduced
283
Closed
32
Calls
$147M
Puts
$67.5M
Net Calls
+$79.5M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
251
New Mexico Educational Retirement Board
New Mexico
$3.13M +$189K +3,400 +7%
HNB
252
Huntington National Bank
Ohio
$3.12M -$17.4K -314 -0.6%
MOACM
253
Mutual of America Capital Management
New York
$3.11M +$59.8K +1,077 +2%
WAM
254
World Asset Management
Michigan
$3.07M +$34.6K +623 +1%
M
255
MOTCO
Texas
$3.04M +$2.83M +51,074 +2,169%
CAM
256
Capstone Asset Management
Texas
$3.04M -$32.2K -580 -1%
WBC
257
Westpac Banking Corp
Australia
$3M -$5.12M -92,225 -64%
TCM
258
Twin Capital Management
Pennsylvania
$3M +$386K +6,960 +15%
CG
259
Clinton Group
New York
$2.91M +$1.95M +35,209 +221%
FCM
260
Forester Capital Management
Illinois
$2.87M -$300K -5,400 -10%
ClearBridge Investments
261
ClearBridge Investments
New York
$2.85M -$59K -1,063 -2%
FNBOMD
262
First National Bank of Mount Dora
Florida
$2.85M +$113K +2,031 +4%
AAIM
263
American Assets Investment Management
California
$2.84M
SWM
264
Segment Wealth Management
Texas
$2.84M +$164K +2,959 +6%
NSIM
265
North Star Investment Management
Illinois
$2.81M +$1.17K +21 +0%
Creative Planning
266
Creative Planning
Kansas
$2.81M -$65.9K -1,187 -2%
UB
267
UMB Bank
Missouri
$2.79M +$82.4K +1,485 +3%
PA
268
Pinnacle Associates
New York
$2.76M -$28.8K -519 -1%
LCS
269
Levin Capital Strategies
New York
$2.75M -$7.05K -127 -0.3%
CIA
270
Covington Investment Advisors
Pennsylvania
$2.7M -$277 -5 -0%
EVM
271
Eaton Vance Management
Massachusetts
$2.69M +$465K +8,378 +22%
M&T Bank
272
M&T Bank
New York
$2.67M -$379K -6,829 -13%
VRS
273
Virginia Retirement Systems
Virginia
$2.63M +$373K +6,714 +17%
CA
274
Cetera Advisors
Colorado
$2.6M -$65.8K -1,186 -3%
LS
275
Livforsakringsbolaget Skandia
Sweden
$2.55M

AEP Hedge Fund Activity: Q3 2015 in Review

776 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2015, worth a combined $18.9B — up 8.3% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AEP positions and 32 closed out — a net gain of 26 holders — while 275 added to existing stakes and 283 trimmed.

The largest buyer was Bank of America, adding an estimated $282M. The largest seller was Norges Bank, cutting an estimated $83.8M.

  • 776 institutional investors held American Electric Power (AEP) as of Q3 2015, up from 755 in Q2 2015.
  • Funds reported $18.9B of American Electric Power stock for Q3 2015, up 8.3% quarter-over-quarter.
  • 58 funds opened new American Electric Power positions in Q3 2015 and 32 closed out, a net change of +26 holders.
  • The largest American Electric Power buyer in Q3 2015 was Bank of America, an estimated $282M added.
  • The largest American Electric Power seller in Q3 2015 was Norges Bank, an estimated $83.8M sold.

Based on aggregated 13F filings for Q3 2015.