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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
CAI
626
Capital Advisors Inc
Oklahoma
$212K +$223K +3,762 New
CWP
627
Capital Wealth Planning
Florida
$208K
PAM
628
Private Asset Management
California
$205K
BA
629
Boston Advisors
Massachusetts
$204K -$41K -691 -16%
SA
630
Strategic Advisors
New York
$204K -$20.1K -338 -8%
CCT
631
Chemung Canal Trust
New York
$204K -$11.9K -200 -5%
IB
632
Intrust Bank
Kansas
$203K -$12K -203 -5%
BCM
633
Beck Capital Management
Texas
$202K
CAL
634
Capital Advisors Ltd
Ohio
$202K
CA
635
CapWealth Advisors
Tennessee
$195K -$29.7K -500 -13%
GIS
636
Guardian Investor Services
New York
$190K
DAM
637
Delta Asset Management
Tennessee
$187K
AW
638
Alpha Windward
Massachusetts
$187K +$1.13K +19 +0.6%
Parallax Volatility Advisers
639
Parallax Volatility Advisers
California
$182K -$255K -4,291 -57%
DVM
640
Dreman Value Management
Florida
$178K +$16.4K +277 +10%
AF
641
Allworth Financial
California
$172K +$181K +3,057 New
MMG
642
Monetary Management Group
Missouri
$169K
MCM
643
Manchester Capital Management
Vermont
$158K -$16.3K -275 -9%
JIC
644
Joel Isaacson & Co
New York
$156K -$4.81K -81 -3%
PMFA
645
Plante Moran Financial Advisors
Michigan
$152K +$18.7K +315 +13%
SAC
646
Smith Affiliated Capital
New York
$152K
MA
647
MCF Advisors
Kentucky
$151K +$1.48K +25 +0.9%
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$151K +$160K +2,690 New
BPBT
649
Boston Private Bank & Trust
Massachusetts
$146K +$17.8K +300 +13%
SSG
650
Summit Securities Group
New York
$141K +$143K +2,415 +2,415%

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.