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American Electric Power
AEP

Overview Fund Activity

772 hedge funds and large institutions have $18.3B invested in American Electric Power in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 270 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
20.59%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
66
Increased
270
Reduced
307
Closed
59
Calls
$110M
Puts
$56.8M
Net Calls
+$52.8M
Net Calls Change
+$18.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$284M
2
Bank of America
Bank of America
North Carolina
+$114M
3
Norges Bank
Norges Bank
Norway
+$79.9M
4
TCIM
TIAA CREF Investment Management
New York
+$54.4M
5
ZP
Zimmer Partners
New York
+$51.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$136M
2
State Street
State Street
Massachusetts
-$92.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.3M
4
EA
Euclid Advisors
Connecticut
-$70.3M
5
BFA
BlackRock Fund Advisors
California
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
576
McKinley Carter Wealth Services
West Virginia
$284K +$284K +5,051 New
IRS
577
Invictus RG (Singapore)
Singapore
$282K +$260K +4,616 +1,154%
Luther King Capital Management (LKCM)
578
Luther King Capital Management (LKCM)
Texas
$281K +$88.7K +1,575 +46%
WP
579
WealthPLAN Partners
Nebraska
$281K +$281K +5,000 New
ANBTV
580
American National Bank & Trust (Virginia)
Virginia
$279K – – –
FA
581
FDx Advisors
Illinois
$277K +$76.3K +1,349 +38%
CT
582
Coastline Trust
Rhode Island
$272K -$15.5K -275 -5%
CCFCSB
583
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$5.63K -100 -2%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$272K +$29.3K +522 +12%
CIC
585
Carnegie Investment Counsel
Ohio
$266K +$9.37K +167 +4%
PP
586
Paloma Partners
Connecticut
$265K +$265K +4,713 New
CPSAC
587
Chas P. Smith & Associates (CPS)
Florida
$262K – – –
BAM
588
Brave Asset Management
New Jersey
$261K – – –
CWM
589
Concert Wealth Management
California
$260K -$298K -8,331 -53%
BFC
590
Blue Fin Capital
Rhode Island
$258K +$8.43K +150 +3%
RCAG
591
Rehmann Capital Advisory Group
Michigan
$258K +$15.4K +274 +6%
ATC
592
Argent Trust Company
Louisiana
$257K – – –
BHWM
593
Bar Harbor Wealth Management
New Hampshire
$256K +$1.35K +24 +0.5%
WSFS
594
Wilmington Savings Fund Society
Delaware
$250K -$28.1K -500 -10%
EFS
595
Essex Financial Services
Connecticut
$249K +$28.1K +500 +13%
GF
596
Gerstein Fisher
New York
$248K +$42.3K +751 +21%
LFR
597
Lehman Financial Resources
Pennsylvania
$247K +$21.8K +387 +10%
KWMG
598
King Wealth Management Group
Florida
$246K -$31.3K -557 -11%
WCM
599
Weatherstone Capital Management
Colorado
$246K – – –
FANJ
600
Financial Architects (New Jersey)
New Jersey
$244K -$8.56K -152 -3%
22 23
24
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