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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
NAM
476
NTV Asset Management
West Virginia
$553K +$11.9K +201 +2%
AIC
477
Atlantic Investment Company
Georgia
$550K
TNBTD
478
Trustmark National Bank Trust Department
Mississippi
$548K +$305K +5,139 +112%
JIC
479
Johnson Investment Counsel
Ohio
$546K -$182K -3,063 -24%
NG
480
NatWest Group
United Kingdom
$543K -$34.9K -588 -6%
PHS
481
Pekin Hardy Strauss
Illinois
$541K
AIP
482
Ameritas Investment Partners
Nebraska
$539K
CAN
483
Cetera Advisor Networks
California
$535K -$16.4K -277 -3%
KIA
484
KCM Investment Advisors
California
$527K +$41.3K +696 +8%
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$525K +$44.2K +745 +9%
ACP
486
Aviance Capital Partners
Florida
$520K -$8.25K -139 -1%
MWAC
487
Mariner Wealth Advisors (Cincinnati)
Ohio
$515K -$11.9K -200 -2%
BBA
488
BLB&B Advisors
Pennsylvania
$515K +$119 +2 +0%
FNBT
489
FineMark National Bank & Trust
Florida
$509K -$129K -2,180 -19%
CHC
490
City Holding Co
West Virginia
$504K +$11.9K +200 +2%
CTA
491
Colonial Trust Advisors
South Carolina
$504K +$50.4K +850 +10%
ACS
492
Archford Capital Strategies
Illinois
$499K +$5.46K +92 +1%
WS
493
Wedbush Securities
California
$497K -$5.58K -94 -1%
Mariner
494
Mariner
Kansas
$488K +$1.36K +23 +0.3%
MCM
495
Murphy Capital Management
New Jersey
$483K +$13.8K +233 +3%
ED
496
Exane Derivatives
France
$476K -$104K -1,749 -17%
SJIC
497
St. James Investment Company
Texas
$475K +$102K +1,725 +26%
TTWM
498
TCV Trust & Wealth Management
Virginia
$473K +$230K +3,878 +86%
SRC
499
Shufro Rose & Co
New York
$472K
CDH
500
Charles D. Hyman
$469K

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.