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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
CAG
426
Crestwood Advisors Group
Massachusetts
$791K +$835K +14,066 New
BFA
427
Bragg Financial Advisors
North Carolina
$785K +$15.2K +256 +2%
CI
428
Conning Inc
Connecticut
$764K -$1.19K -20 -0.1%
PFPT
429
Pinnacle Financial Partners (Tennessee)
Tennessee
$762K +$138K +2,328 +21%
Toronto Dominion Bank
430
Toronto Dominion Bank
Ontario, Canada
$758K -$399K -6,719 -33%
AF
431
Aldebaran Financial
$755K -$258K -4,345 -24%
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
$745K +$29.7K +500 +4%
SNT
433
Security National Trust
West Virginia
$738K
RIL
434
Rothschild Investment LLC
Illinois
$733K -$142K -2,400 -16%
FCI
435
Financial Counselors Inc
Kansas
$732K +$258K +4,354 +50%
FBB
436
Fulton Breakefield Broenniman
Maryland
$730K +$11.1K +187 +1%
GI
437
GAMCO Investors
Connecticut
$728K -$178K -3,000 -19%
SC
438
Searle & Co
Connecticut
$728K
WWM
439
Willingdon Wealth Management
North Carolina
$725K -$111K -1,873 -13%
LOAMS
440
Lombard Odier Asset Management (Switzerland)
Switzerland
$724K +$536K +9,028 +240%
LA
441
Lynch & Associates
Indiana
$708K +$248K +4,175 +50%
PIM
442
Penobscot Investment Management
Massachusetts
$705K -$48.7K -820 -6%
CIMLRA
443
CBRE Investment Management Listed Real Assets
Pennsylvania
$703K +$742K +12,500 New
SPC
444
Sigma Planning Corp
Michigan
$700K +$24.3K +410 +3%
SF
445
Synovus Financial
Georgia
$699K -$68.9K -1,161 -9%
HH
446
Hilltop Holdings
Texas
$682K -$6.64K -112 -0.9%
BCM
447
Birmingham Capital Management
Alabama
$679K -$71.2K -1,200 -9%
BBHC
448
Brown Brothers Harriman & Co
New York
$675K -$212K -3,574 -23%
Mirae Asset Global Investments
449
Mirae Asset Global Investments
South Korea
$673K +$89K +1,500 +14%
TCOTO
450
Trust Company of the Ozarks
Missouri
$656K +$72.7K +1,225 +12%

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.