We are live on ! Find out more
AEP icon

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
Mariner
376
Mariner
Kansas
$1.08M +$116K +2,089 +12%
SWA
377
SFMG Wealth Advisors
Texas
$1.08M -$6.66K -120 -0.6%
CTC
378
Central Trust Company
Missouri
$1.08M -$257K -4,629 -20%
WRM
379
Westport Resources Management
Connecticut
$1.08M -$17.8K -320 -2%
MBT
380
Monroe Bank & Trust
Michigan
$1.06M -$17.1K -308 -2%
LCP
381
Longbow Capital Partners
New York
$1.05M +$1.03M +18,500 New
ONB
382
Old National Bancorp
Indiana
$1.05M -$32.9K -593 -3%
FB
383
Fulton Bank
Pennsylvania
$1.05M +$6.44K +116 +0.6%
CBN
384
Cadence Bank NA
Texas
$1.05M
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M +$832 +15 +0.1%
JMPWA
386
JP Morgan Private Wealth Advisors
California
$1.02M -$324K -5,831 -24%
BB
387
Bell Bank
North Dakota
$1M +$2.77K +50 +0.3%
Schroder Investment Management Group
388
Schroder Investment Management Group
United Kingdom
$997K +$65K +1,172 +7%
RP
389
Reinhart Partners
Wisconsin
$991K +$967K +17,425 New
AB
390
Amalgamated Bank
New York
$970K +$27K +486 +3%
CFB
391
Cullen/Frost Bankers
Texas
$956K -$97.4K -1,755 -9%
BA
392
Bridgewater Associates
Connecticut
$945K -$4.32M -77,800 -82%
PFPT
393
Pinnacle Financial Partners (Tennessee)
Tennessee
$945K +$72.8K +1,312 +9%
Tudor Investment Corp
394
Tudor Investment Corp
Connecticut
$944K +$201K +3,628 +28%
JIM
395
Jupiter Investment Management
United Kingdom
$942K +$219K +3,942 +31%
V
396
Veritable
Delaware
$936K +$28K +504 +3%
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$932K +$22.7K +409 +3%
Lazard Asset Management
398
Lazard Asset Management
New York
$931K +$575K +10,361 +172%
DADC
399
D.A. Davidson & Co
Montana
$930K -$31.6K -569 -3%
BFIM
400
Beese Fulmer Investment Management
Ohio
$929K

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.