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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
PAI
351
Pittenger & Anderson Inc
Nebraska
$1.29M +$295K +4,970 +28%
RJFSA
352
Raymond James Financial Services Advisors
Florida
$1.29M -$312K -5,256 -19%
DC
353
Davenport & Co
Virginia
$1.28M -$33.9K -571 -2%
MC
354
Miles Capital
Iowa
$1.28M -$61.5K -1,037 -4%
CEP
355
Chicago Equity Partners
Illinois
$1.27M -$75.4K -1,270 -5%
CCM
356
Catawba Capital Management
Virginia
$1.27M -$92.9K -1,565 -6%
CTC
357
Central Trust Company
Missouri
$1.26M +$335K +5,647 +34%
WTC
358
WhitTier Trust Company
Nevada
$1.24M -$4.75K -80 -0.4%
AIS
359
American Investment Services
Massachusetts
$1.21M -$50.1K -844 -4%
JMPWA
360
JP Morgan Private Wealth Advisors
California
$1.21M +$121K +2,042 +11%
AWCI
361
Alpine Woods Capital Investors
New York
$1.2M
SWM
362
SVA Wealth Management
Wisconsin
$1.2M +$520K +8,762 +70%
BVDMP
363
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.2M
RJT
364
Raymond James Trust
Florida
$1.19M -$47.1K -793 -4%
DL
365
Delta Lloyd
Netherlands
$1.19M
VWM
366
Valley Wealth Managers
New Jersey
$1.18M +$65.3K +1,100 +6%
CBN
367
Cadence Bank NA
Texas
$1.16M -$42.1K -710 -3%
DHFB
368
Dixon Hubard Feinour & Brown
Virginia
$1.15M +$24.9K +420 +2%
ICOA
369
Investment Centers of America
North Dakota
$1.14M +$282K +4,760 +30%
IP
370
Investment Partners
Ohio
$1.14M -$4.33K -73 -0.4%
MBT
371
Monroe Bank & Trust
Michigan
$1.13M -$28.7K -483 -2%
WFG
372
Wills Financial Group
Virginia
$1.13M +$3.56K +60 +0.3%
SFT
373
Simmons First Trust
Arkansas
$1.11M +$235K +3,967 +25%
CAM
374
Columbia Asset Management
Michigan
$1.1M -$608K -10,255 -34%
GMIM
375
General Motors Investment Management
New York
$1.09M -$257K -4,335 -18%

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.