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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
Brown Advisory
551
Brown Advisory
Maryland
$327K -$198K -3,567 -38%
GCC
552
Guardian Capital (Canada)
Ontario, Canada
$327K +$319K +5,751 New
ICAS
553
Investors Capital Advisory Services
Massachusetts
$322K -$116K -2,090 -27%
MC
554
Mathes Company
New York
$320K
IB
555
Intrust Bank
Kansas
$319K -$6.66K -120 -2%
SM
556
Stratton Management
Pennsylvania
$318K +$72.1K +1,300 +30%
CAI
557
Capital Advisors Inc
Oklahoma
$316K +$308K +5,554 New
FTIOP
558
Fiduciary Trust International of Pennsylvania
Pennsylvania
$314K -$52.7K -950 -15%
CK
559
Cohen Klingenstein
New York
$313K
W
560
Wealthfront
California
$309K +$78.3K +1,411 +35%
LBC
561
Lowe Brockenbrough & Co
Virginia
$303K -$42.2K -760 -12%
PWW
562
Pettyjohn Wood & White
Virginia
$303K -$30.5K -550 -9%
DJSG
563
D.J. St. Germain
Massachusetts
$301K
FDS
564
First Dallas Securities
Texas
$300K -$32.3K -582 -10%
SCM
565
Schnieders Capital Management
California
$300K
CIBC World Market
566
CIBC World Market
Ontario, Canada
$299K +$44.8K +807 +18%
FHA
567
First Horizon Advisors
Tennessee
$297K -$9.77K -176 -3%
SIC
568
Salem Investment Counselors
North Carolina
$297K
FSA
569
Franklin Street Advisors
North Carolina
$293K
RCAG
570
Rehmann Capital Advisory Group
Michigan
$291K +$1.67K +30 +0.6%
DSC
571
Duncker Streett & Co
Missouri
$289K
IWMPD
572
Integrated Wealth Management (Palm Desert)
California
$287K +$14.2K +255 +5%
YIA
573
YHB Investment Advisors
Connecticut
$287K +$280K +5,045 New
ANBTV
574
American National Bank & Trust (Virginia)
Virginia
$282K
C
575
CFO4Life
Texas
$279K -$23.9K -431 -8%

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.