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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
PJSIMP
326
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.73M -$10.7K -180 -0.6%
CIM
327
CenturyLink Investment Management
Colorado
$1.72M -$189K -3,186 -9%
DnB Asset Management
328
DnB Asset Management
Norway
$1.69M +$41.5K +700 +2%
BAC
329
Boys Arnold & Co
North Carolina
$1.67M -$5.93K -100 -0.3%
TNB
330
Thomasville National Bank
Georgia
$1.66M +$1.3K +22 +0.1%
RBA
331
Richard Bernstein Advisors
New York
$1.65M
CPA
332
Cowen Prime Advisors
New York
$1.57M -$184K -3,100 -10%
N
333
Nuveen
North Carolina
$1.56M -$45.6K -769 -3%
LIA
334
LS Investment Advisors
Michigan
$1.55M -$908K -15,297 -36%
SIM
335
Sentry Investment Management
Wisconsin
$1.55M +$201K +3,386 +14%
HCM
336
Hengehold Capital Management
Ohio
$1.55M +$1.63M +27,488 New
CCM
337
Cadence Capital Management
Massachusetts
$1.53M +$717K +12,092 +80%
QT
338
Quantbot Technologies
New York
$1.49M +$1.57M +26,405 New
OA
339
OFI Advisors
Pennsylvania
$1.48M +$196K +3,301 +14%
EAM
340
EULAV Asset Management
Florida
$1.43M
PRCM
341
Pine River Capital Management
Minnesota
$1.42M +$1.13M +19,112 +314%
B
342
Barings
North Carolina
$1.42M -$1.99M -33,500 -57%
QIM
343
Quantitative Investment Management
Virginia
$1.37M +$1.44M +24,300 New
JG
344
Jefferies Group
New York
$1.36M +$1.43M +24,179 New
BAM
345
Berkshire Asset Management
Pennsylvania
$1.35M -$201K -3,390 -12%
CFB
346
Cullen/Frost Bankers
Texas
$1.35M -$461K -7,771 -24%
TCOT
347
Trust Company of Toledo
Ohio
$1.34M +$66.6K +1,122 +5%
PAG
348
Private Advisor Group
New Jersey
$1.33M -$1.18M -19,829 -46%
TI
349
Trexquant Investment
Connecticut
$1.31M +$985K +16,600 +248%
AFG
350
Albion Financial Group
Utah
$1.3M -$5.34K -90 -0.4%

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.