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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
Federated Hermes
26
Federated Hermes
Pennsylvania
$188M +$3.23M +58,151 +2%
Legal & General Group
27
Legal & General Group
United Kingdom
$183M +$1.37M +24,739 +0.8%
AL
28
AJO LP
Pennsylvania
$183M -$5.29M -95,330 -3%
TCIM
29
TIAA CREF Investment Management
New York
$180M +$22.2M +400,903 +15%
APG Asset Management
30
APG Asset Management
Netherlands
$177M -$2.38M -42,924 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$176M +$4.84M +87,232 +3%
Norges Bank
32
Norges Bank
Norway
$160M -$83.8M -1,509,350 -35%
Ameriprise
33
Ameriprise
Minnesota
$159M -$10.1M -181,231 -6%
AQR Capital Management
34
AQR Capital Management
Connecticut
$157M -$22.6M -406,829 -13%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$145M +$5.23M +94,256 +4%
Jennison Associates
36
Jennison Associates
New York
$110M +$16.8M +302,265 +18%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$107M +$38.8M +699,431 +59%
Charles Schwab
38
Charles Schwab
California
$107M +$486K +8,754 +0.5%
UBS AM
39
UBS AM
Illinois
$107M -$3.81M -68,700 -4%
CS
40
Credit Suisse
Switzerland
$104M -$26.8M -483,577 -21%
BA
41
BlackRock Advisors
Delaware
$104M +$13.1M +236,240 +15%
PI
42
Putnam Investments
Massachusetts
$103M -$6.6M -118,914 -6%
BlackRock
43
BlackRock
New York
$98.3M -$25.5M -458,657 -21%
Goldman Sachs
44
Goldman Sachs
New York
$95.7M -$12.9M -232,570 -12%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$90.7M +$310K +5,585 +0.4%
PPA
46
Parametric Portfolio Associates
Washington
$87M +$25M +450,909 +42%
Capital Research Global Investors
47
Capital Research Global Investors
California
$81.6M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$80.4M -$2.12M -38,200 -3%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$76.1M +$1.56M +28,066 +2%
CNB
50
City National Bank
California
$76M +$4.33M +78,031 +6%

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.