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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
DVM
651
Dreman Value Management
Florida
$140K -$720K -12,974 -84%
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$139K -$21.7K -391 -14%
FIB
653
First Interstate Bank
Montana
$138K +$135K +2,429 New
HIM
654
Hillsdale Investment Management
Ontario, Canada
$136K +$5.55K +100 +4%
WA
655
WFG Advisors
Texas
$133K -$14.5K -261 -10%
PFSC
656
Peoples Financial Services Corp
Pennsylvania
$133K
BC
657
Bartlett & Co
Ohio
$132K
FCCM
658
First City Capital Management
Georgia
$123K -$2.16K -39 -2%
KTC
659
Kistler-Tiffany Companies
Pennsylvania
$122K
FNBSF
660
First National Bank Sioux Falls
South Dakota
$119K
KCM
661
Karp Capital Management
California
$117K
CBT
662
Central Bank & Trust
Kentucky
$115K
FA
663
Financial Advantage
Maryland
$114K
VIA
664
Vantage Investment Advisors
Pennsylvania
$107K +$3.16K +57 +3%
HI
665
Hudock Inc
Pennsylvania
$103K
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$102K +$4.33K +78 +5%
QAM
667
QCI Asset Management
New York
$98K
TWA
668
TCI Wealth Advisors
Arizona
$98K +$8.88K +160 +10%
CWM
669
Cranbrook Wealth Management
Michigan
$97K
DIA
670
Davidson Investment Advisors
Montana
$96K
TDC
671
Thompson Davis & Co
Virginia
$94K -$8.6K -155 -9%
HCC
672
Hirtle Callaghan & Co
Pennsylvania
$88K
WCM
673
Wealthcare Capital Management
Virginia
$88K
IPC
674
Independent Portfolio Consultants
Florida
$88K +$11.7K +210 +16%
TCOV
675
Trust Company of Vermont
Vermont
$86K

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.