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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
PIM
701
Parasol Investment Management
Illinois
$56K
RAM
702
Riggs Asset Management
Pennsylvania
$54K
Simplex Trading
703
Simplex Trading
Illinois
$53K +$56.7K +956 New
TC
704
Trust Company
Kansas
$50K +$52.5K +885 New
GI
705
Gradient Investments
Minnesota
$49K +$20.8K +350 +67%
BBPWM
706
Blue Bell Private Wealth Management
Pennsylvania
$46K
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$45K
AWM
708
Avior Wealth Management
Nebraska
$43K
DOA
709
D'Orazio & Associates
Virginia
$42K
IP
710
Isthmus Partners
Wisconsin
$42K
UFA
711
US Financial Advisors
Massachusetts
$40K
HDIM
712
Hanson & Doremus Investment Management
Vermont
$38K -$24.9K -420 -38%
CFA
713
Camarda Financial Advisors
Florida
$37K -$24.1K -406 -38%
SJIM
714
St. Johns Investment Management
Florida
$36K
ECM
715
Estabrook Capital Management
New York
$35.2K -$16.3K -275 -31%
MWAN
716
Mariner Wealth Advisors (NYC)
Kansas
$35K +$36.5K +615 New
BL
717
Balentine LLC
Georgia
$35K +$37.2K +627 New
BCM
718
Blume Capital Management
California
$34K
HPBT
719
High Point Bank & Trust
North Carolina
$32K -$21.7K -365 -39%
HR
720
Howe & Rusling
New York
$32K -$5.34K -90 -14%
IPC
721
Independent Portfolio Consultants
Florida
$32K +$17.1K +288 +101%
LWA
722
Lowe Wealth Advisors
Maryland
$29K
BAM
723
Bruderman Asset Management
New York
$28K +$29.7K +500 New
MCM
724
MV Capital Management
Maryland
$27K +$1.72K +29 +7%
CCMW
725
Cypress Capital Management (Wyoming)
Wyoming
$25.9K -$8.01K -135 -23%

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.