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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
ODCM
401
Old Dominion Capital Management
Virginia
$924K -$16.6K -300 -2%
ACM
402
Azimuth Capital Management
Michigan
$912K -$66.6K -1,200 -7%
FAAS
403
First Allied Advisory Services
California
$912K +$53.8K +970 +6%
RWA
404
River Wealth Advisors
Pennsylvania
$905K +$58.1K +1,047 +7%
William Blair & Company
405
William Blair & Company
Illinois
$902K -$32.9K -593 -4%
CIM
406
CIM Investment Management
Pennsylvania
$902K
ICOA
407
Investment Centers of America
North Dakota
$901K -$71.7K -1,292 -8%
Toronto Dominion Bank
408
Toronto Dominion Bank
Ontario, Canada
$888K +$117K +2,102 +16%
RCG
409
Ruane, Cunniff & Goldfarb
New York
$880K
TMAM
410
Tokio Marine Asset Management
Japan
$863K -$28.6K -516 -3%
NFG
411
Next Financial Group
Texas
$862K +$3.61K +65 +0.4%
CIA
412
Capital Investment Advisors
Georgia
$858K -$14.7K -264 -2%
NSEDCP
413
NJ State Employees Deferred Compensation Plan
New Jersey
$839K
MERSOM
414
Municipal Employees' Retirement System of Michigan
Michigan
$835K -$187K -3,370 -19%
GJIC
415
Gamble Jones Investment Counsel
California
$834K -$33.3K -600 -4%
Mackenzie Financial
416
Mackenzie Financial
Ontario, Canada
$825K -$165K -2,972 -17%
CK
417
Carnick & Kubik
Colorado
$816K -$30.5K -550 -4%
LPT
418
Legacy Private Trust
Wisconsin
$813K -$18K -325 -2%
CP
419
Cinque Partners
California
$811K
SBWM
420
Sunflower Bank Wealth Management
Arizona
$806K -$2.77K -50 -0.4%
FM
421
Foster & Motley
Ohio
$799K +$6.44K +116 +0.8%
BFA
422
Bragg Financial Advisors
North Carolina
$794K
CIMLRA
423
CBRE Investment Management Listed Real Assets
Pennsylvania
$790K +$44.4K +800 +6%
CAG
424
Crestwood Advisors Group
Massachusetts
$789K -$10.7K -193 -1%
IA
425
Icon Advisers
Colorado
$785K +$766K +13,800 New

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.