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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
FANJ
601
Financial Architects (New Jersey)
New Jersey
$244K -$9.02K -152 -3%
W
602
Wealthfront
California
$244K +$53.3K +899 +26%
SM
603
Stratton Management
Pennsylvania
$242K -$178K -3,000 -41%
SCM
604
Schnieders Capital Management
California
$240K -$86.8K -1,463 -25%
TCM
605
Traynor Capital Management
Pennsylvania
$236K
Acadian Asset Management
606
Acadian Asset Management
Massachusetts
$234K -$1.03M -17,299 -81%
CAM
607
Cypress Asset Management
Texas
$233K +$246K +4,150 New
FWM
608
Frontier Wealth Management
Missouri
$231K
LW
609
Linscomb Wealth
Texas
$230K +$534 +9 +0.2%
LIM
610
Lathrop Investment Management
Arkansas
$229K -$3.86K -65 -2%
KFC
611
Klingenstein Fields & Co
New York
$229K
Jones Financial Companies
612
Jones Financial Companies
Missouri
$228K -$48.3K -814 -17%
CA
613
Cornerstone Advisors
North Carolina
$225K -$237K -4,000 -50%
WTB
614
Washington Trust Bank
Washington
$225K -$11.9K -200 -5%
RHBC
615
R.H. Bluestein & Co
Michigan
$225K
SYBT
616
Stock Yards Bank & Trust
Kentucky
$224K
CGT
617
Capital Guardian Trust
California
$220K +$232K +3,911 New
RW
618
Rand Wealth
Maryland
$219K
PTC
619
Private Trust Company
Ohio
$218K -$34.3K -578 -13%
HJA
620
Hugh Johnson Advisors
New York
$218K +$1.42K +24 +0.6%
GLRA
621
Gerald L. Ray & Associates
Texas
$217K
EB
622
Eastern Bank
Massachusetts
$215K -$74.6K -1,257 -25%
First Manhattan
623
First Manhattan
New York
$215K -$2.91K -49 -1%
CIC
624
Crawford Investment Counsel
Georgia
$214K +$5.28K +89 +2%
ISL
625
Ingalls & Snyder LLC
New York
$214K +$10.8K +182 +5%

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.