We are live on ! Find out more
AEP icon

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
CGT
626
Capital Guardian Trust
California
$211K
PAM
627
Private Asset Management
California
$211K +$206K +3,706 New
WF
628
Welch & Forbes
Massachusetts
$211K +$206K +3,714 New
SGH
629
Schonfeld Group Holdings
New York
$210K +$205K +3,700 New
CWP
630
Capital Wealth Planning
Florida
$208K +$205K +3,700 New
CAL
631
Capital Advisors Ltd
Ohio
$204K
IH
632
IFC Holdings
Florida
$204K +$204K +3,685 New
HIC
633
Holderness Investments Company
North Carolina
$202K +$197K +3,555 New
CA
634
CapWealth Advisors
Tennessee
$197K
DAM
635
Delta Asset Management
Tennessee
$189K
AW
636
Alpha Windward
Massachusetts
$189K +$1.33K +24 +0.7%
PAIA
637
Park Avenue Institutional Advisers
New York
$185K -$2.44K -44 -1%
S
638
SignatureFD
Georgia
$167K +$29.8K +537 +22%
GLI
639
Guardian Life Insurance
New York
$163K +$39.9K +719 +34%
HFM
640
Hartford Financial Management
Connecticut
$162K
MCM
641
Manchester Capital Management
Vermont
$160K
MA
642
MCF Advisors
Kentucky
$156K +$1.5K +27 +1%
JIC
643
Joel Isaacson & Co
New York
$154K -$6.44K -116 -4%
QCG
644
Quadrant Capital Group
Ohio
$154K +$1.33K +24 +0.9%
SAC
645
Smith Affiliated Capital
New York
$154K
SEC
646
Seven Eight Capital
New York
$153K -$178K -3,200 -54%
PMFA
647
Plante Moran Financial Advisors
Michigan
$152K +$17.5K +315 +13%
MMG
648
Monetary Management Group
Missouri
$151K
ZB
649
Zions Bancorporation
Utah
$148K +$102K +1,836 +266%
AF
650
Allworth Financial
California
$145K -$28.5K -514 -17%

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.