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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
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$50K +$4.38K +79 +10%
MAM
702
Meeder Asset Management
Ohio
$49K -$4.99K -90 -9%
BBPWM
703
Blue Bell Private Wealth Management
Pennsylvania
$47K
HPBT
704
High Point Bank & Trust
North Carolina
$46K +$13K +235 +41%
AIM
705
Advantage Investment Management
Iowa
$45K -$1.61K -29 -4%
BCB
706
Brian C. Broderick
$45K
AWM
707
Avior Wealth Management
Nebraska
$44K
IP
708
Isthmus Partners
Wisconsin
$43K
AssetMark Inc
709
AssetMark Inc
California
$42K -$2.65M -47,782 -98%
ECM
710
Estabrook Capital Management
New York
$41.2K +$5.55K +100 +16%
DOA
711
D'Orazio & Associates
Virginia
$41K -$1.67K -30 -4%
KF
712
Krilogy Financial
Missouri
$40K +$30.3K +546 New
EWM
713
Endurance Wealth Management
Rhode Island
$38K -$33.3K -600 -48%
CFA
714
Camarda Financial Advisors
Florida
$38K
GI
715
Gradient Investments
Minnesota
$38K +$7.82K +141 +27%
SJIM
716
St. Johns Investment Management
Florida
$37K
BL
717
Balentine LLC
Georgia
$37K +$1.33K +24 +4%
SHJ
718
Sharkey, Howes & Javer
Colorado
$36K +$37.6K +677 New
ST
719
Spot Trading
Illinois
$35K -$528K -9,522 -94%
BCM
720
Blume Capital Management
California
$35K
RPG
721
Risk Paradigm Group
Texas
$33.1K +$14.9K +269 +86%
KPCM
722
Kings Point Capital Management
New York
$32K +$31.1K +560 New
HR
723
Howe & Rusling
New York
$31K +$444 +8 +1%
HDIM
724
Hanson & Doremus Investment Management
Vermont
$30K +$1.17K +21 +4%
LWA
725
Lowe Wealth Advisors
Maryland
$29K

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.