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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
SDIC
451
South Dakota Investment Council
South Dakota
$653K
DWA
452
Douglass Winthrop Advisors
New York
$637K -$30.4K -512 -4%
KT
453
Kanaly Trust
Texas
$631K +$6.82K +115 +1%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$630K
AI
455
Analytic Investors
California
$623K -$6.73M -113,507 -91%
FBNAT
456
FirstMerit Bank N.A. Trustee
Ohio
$621K -$18.5K -311 -3%
HB
457
Homrich & Berg
Georgia
$609K +$52K +877 +9%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$608K +$1.42K +24 +0.2%
PP
459
Palladium Partners
Virginia
$608K -$13.1K -220 -2%
MC
460
Moors & Cabot
Massachusetts
$608K -$11.5K -194 -2%
DTL
461
Dynamic Technology Lab
Singapore
$608K +$641K +10,804 New
PCA
462
Private Capital Advisors
Connecticut
$607K
SEC
463
Seven Eight Capital
New York
$601K +$634K +10,691 New
CC
464
ClearArc Capital
Ohio
$598K +$11.2K +189 +2%
IA
465
Icon Advisers
Colorado
$585K -$237K -4,000 -28%
CI
466
Constellation Investments
Ohio
$585K +$29.7K +500 +5%
PAM
467
PartnerRe Asset Management
Connecticut
$584K -$2.67K -45 -0.4%
EWM
468
Evercore Wealth Management
New York
$583K +$122K +2,060 +25%
EHC
469
Everett Harris & Co
California
$574K +$57.6K +970 +11%
CP
470
Cinque Partners
California
$570K +$601K +10,130 New
Bessemer Group
471
Bessemer Group
New Jersey
$565K +$31.6K +532 +6%
SIG
472
Schooner Investment Group
Pennsylvania
$564K -$593K -10,000 -50%
SW
473
SVB Wealth
Massachusetts
$564K +$11.9K +200 +2%
AAM
474
AR Asset Management
California
$563K
RIA
475
Regal Investment Advisors
Michigan
$557K -$17.8K -300 -3%

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.