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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
OIM
301
Opus Investment Management
Massachusetts
$2.12M -$890K -15,000 -29%
NEAM
302
New England Asset Management
Connecticut
$2.11M +$11.9K +200 +0.5%
EGM
303
Engineers Gate Manager
New York
$2.11M +$2.22M +37,476 New
SLI
304
Sumitomo Life Insurance
Japan
$2.1M -$288K -4,857 -11%
GCP
305
GSA Capital Partners
United Kingdom
$2.09M +$2.2M +37,124 New
CM
306
Churchill Management
California
$2.08M -$60.6K -1,022 -3%
OI
307
Oakbrook Investments
Illinois
$2.04M -$8.9K -150 -0.4%
IT
308
Independence Trust
Tennessee
$2M
UR
309
USCA RIA
Texas
$1.99M +$209K +3,527 +11%
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$1.99M -$89K -1,500 -4%
ARTA
311
A.R.T. Advisors
New York
$1.93M +$2.04M +34,357 New
FMBTD
312
First Midwest Bank Trust Division
Illinois
$1.92M -$8.31K -140 -0.4%
Jacobs Levy Equity Management
313
Jacobs Levy Equity Management
New Jersey
$1.9M +$2.01M +33,850 New
OPCM
314
Osborne Partners Capital Management
California
$1.9M -$42.7K -720 -2%
BOH
315
Bank of Hawaii
Hawaii
$1.88M +$52.6K +886 +3%
WRHAM
316
W.R. Huff Asset Management
Florida
$1.88M -$175K -2,945 -8%
DC
317
Deere & Company
Illinois
$1.86M
KRS
318
Kentucky Retirement Systems
Kentucky
$1.85M -$203K -3,413 -9%
CONA
319
Capital One National Association
New York
$1.85M -$318K -5,364 -14%
BF
320
BOK Financial
Oklahoma
$1.84M +$259K +4,365 +15%
OSNBOA
321
Old Second National Bank of Aurora
Illinois
$1.83M -$1.2M -20,224 -38%
PNC
322
Park National Corp
Ohio
$1.82M -$233K -3,926 -11%
JCM
323
Jasinkiewicz Capital Management
New Jersey
$1.8M +$890K +15,000 +88%
BCP
324
Blue Chip Partners
Michigan
$1.79M -$200K -3,363 -10%
BA
325
Bridgewater Associates
Connecticut
$1.75M +$1.85M +31,116 New

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.