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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$194M -$42.9M -723,253 -17%
Federated Hermes
27
Federated Hermes
Pennsylvania
$185M -$1.7M -28,727 -0.9%
Ameriprise
28
Ameriprise
Minnesota
$178M +$8.58M +144,538 +5%
APG Asset Management
29
APG Asset Management
Netherlands
$173M -$8.21M -138,365 -4%
TCIM
30
TIAA CREF Investment Management
New York
$171M +$57.4M +967,609 +47%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$167M +$1.9M +31,982 +1%
Legal & General Group
32
Legal & General Group
United Kingdom
$167M +$2.2M +37,058 +1%
Wells Fargo
33
Wells Fargo
California
$162M +$15.1M +253,736 +10%
Boston Partners
34
Boston Partners
Massachusetts
$153M +$13.4M +225,385 +9%
AAMU
35
Amundi Asset Management US
Massachusetts
$151M +$11.4M +192,817 +8%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$136M +$7.34M +123,777 +5%
Goldman Sachs
37
Goldman Sachs
New York
$128M +$33.2M +559,761 +33%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$111M
UBS AM
39
UBS AM
Illinois
$108M -$7.66M -129,107 -6%
Jennison Associates
40
Jennison Associates
New York
$108M
CS
41
Credit Suisse
Switzerland
$108M -$69.1M -1,163,816 -38%
Charles Schwab
42
Charles Schwab
California
$107M -$14.5M -243,792 -11%
Deutsche Bank
43
Deutsche Bank
Germany
$99M +$16.5M +278,161 +19%
TG
44
TCW Group
California
$98.6M -$60.2M -1,014,879 -37%
JHIU
45
Janus Henderson Investors US
Colorado
$97.5M +$1.07M +18,062 +1%
BlackRock
46
BlackRock
New York
$94.9M -$8.77M -147,770 -8%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$92.3M -$321K -5,407 -0.3%
BA
48
BlackRock Advisors
Delaware
$89.3M -$13.5M -227,539 -13%
PI
49
Putnam Investments
Massachusetts
$82.5M +$5.18M +87,379 +6%
Capital Research Global Investors
50
Capital Research Global Investors
California
$80.7M

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.