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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
SOAMC
676
Spirit of America Management Corp
New York
$96K +$101K +1,700 New
DIA
677
Davidson Investment Advisors
Montana
$95K
FWM
678
Focused Wealth Management
New York
$95K +$6.94K +117 +7%
WA
679
WFG Advisors
Texas
$90K -$16.7K -281 -15%
BOK
680
Bank of Kentucky
Kentucky
$90K
BKA
681
Brick & Kyle Associates
Pennsylvania
$90K
SAMC
682
Shinko Asset Management Company
Japan
$86K -$9.02K -152 -9%
TCOV
683
Trust Company of Vermont
Vermont
$85K -$2.97K -50 -3%
BCB
684
Brian C. Broderick
$83K
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$77.6K -$9.79K -165 -11%
ST
686
Smithfield Trust
Pennsylvania
$77K
TWA
687
TCI Wealth Advisors
Arizona
$76K -$11.3K -191 -12%
IC
688
Intersect Capital
California
$73K +$7.95K +134 +12%
Manulife (Manufacturers Life Insurance)
689
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.7K -$792K -13,344 -1%
NYLT
690
New York Life Trust
New York
$71K +$34.5K +582 +86%
BAM
691
Barrett Asset Management
New York
$70K -$101K -1,700 -58%
VIA
692
Vantage Investment Advisors
Pennsylvania
$67K +$34.1K +574 +93%
ASN
693
Advisory Services Network
Georgia
$66K
JWA
694
JFS Wealth Advisors
Pennsylvania
$66K +$9.2K +155 +15%
RFA
695
Reilly Financial Advisors
California
$64K
CPIG
696
Chicago Partners Investment Group
Illinois
$61K -$13.2K -222 -18%
MFBTD
697
MB Financial Bank - Trust Department
Illinois
$61K
TFA
698
Transamerica Financial Advisors
Florida
$61K +$5.93K +100 +10%
AF
699
Arrow Financial
New York
$57K
HRIA
700
Haberer Registered Investment Advisor
Ohio
$56K

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.