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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
Schroder Investment Management Group
401
Schroder Investment Management Group
United Kingdom
$897K -$11.8M -199,652 -93%
CIM
402
CIM Investment Management
Pennsylvania
$893K -$942K -15,878 -50%
Mackenzie Financial
403
Mackenzie Financial
Ontario, Canada
$890K +$472K +7,948 +101%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$885K -$97.5K -1,644 -9%
MSU
405
Maple Securities USA
New Jersey
$876K -$4.15K -70 -0.4%
AB
406
Amalgamated Bank
New York
$874K +$234K +3,951 +34%
RCG
407
Ruane, Cunniff & Goldfarb
New York
$871K +$11K +185 +1%
NFG
408
Next Financial Group
Texas
$863K -$48.3K -814 -5%
RWA
409
River Wealth Advisors
Pennsylvania
$862K +$909K +15,323 New
LPT
410
Legacy Private Trust
Wisconsin
$860K -$317K -5,350 -26%
WPC
411
Waters Parkerson & Co
Louisiana
$860K
MDCM
412
Morgan Dempsey Capital Management
Wisconsin
$858K -$55.5K -935 -6%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$858K +$217K +3,650 +31%
Twin Tree Management
414
Twin Tree Management
Texas
$851K +$898K +15,131 New
SCM
415
Sterling Capital Management
North Carolina
$847K +$623K +10,500 +230%
TAM
416
TPH Asset Management
Texas
$844K +$890K +15,000 New
VAM
417
Visium Asset Management
New York
$842K +$350K +5,906 +65%
Teacher Retirement System of Texas
418
Teacher Retirement System of Texas
Texas
$834K +$1.54K +26 +0.2%
CK
419
Carnick & Kubik
Colorado
$834K +$43K +725 +5%
CIA
420
Capital Investment Advisors
Georgia
$831K +$8.9K +150 +1%
NSEDCP
421
NJ State Employees Deferred Compensation Plan
New Jersey
$830K
AIM
422
Assured Investment Management
New York
$821K +$867K +14,604 New
MERSOM
423
Municipal Employees' Retirement System of Michigan
Michigan
$816K -$142K -2,400 -14%
FAAS
424
First Allied Advisory Services
California
$815K -$50K -842 -6%
SBWM
425
Sunflower Bank Wealth Management
Arizona
$809K -$6.23K -105 -0.7%

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.