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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
BAM
726
Bruderman Asset Management
New York
$28K
IMS
727
Index Management Solutions
Pennsylvania
$27K -$888 -16 -3%
TJHA
728
Thomas J. Herzfeld Advisors
Florida
$27K +$13.2K +238 +98%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$26K +$24.6K +443 New
AWS
730
Aris Wealth Services
Pennsylvania
$25K
SMG
731
Spectrum Management Group
Indiana
$23K +$22.2K +400 New
NYLT
732
New York Life Trust
New York
$22K -$17.2K -310 -44%
N
733
Nuveen
North Carolina
$19.7K +$17.8M +320,450 +1,199%
CAW
734
Cornerstone Advisors (Washington)
Washington
$18K
MDCM
735
Morgan Dempsey Capital Management
Wisconsin
$18K
CFA
736
CT Financial Advisors
Pennsylvania
$17.1K
WA
737
Waverly Advisors
Alabama
$17K
TSU
738
TD Securities (USA)
New York
$16K -$11M -198,144 -100%
VNA
739
Valley National Advisers
Pennsylvania
$16K
FMP
740
Financial Management Professionals
Texas
$15K
GAM
741
Gemmer Asset Management
California
$15K
FPFS
742
First Personal Financial Services
North Carolina
$14K
HCM
743
Highlander Capital Management
New Jersey
$14K
KIG
744
Kessler Investment Group
Indiana
$14K
TCM
745
TD Capital Management
Tennessee
$14K
AII
746
AGF Investments Inc
Ontario, Canada
$13K
LNB
747
Ledyard National Bank
$11K
RBC
748
Roble Belko & Company
Pennsylvania
$11K
TFO
749
Tarbox Family Office
California
$11K
GWM
750
Gupta Wealth Management
California
$11K +$610 +11 +6%

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.