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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
CWM
751
Catamount Wealth Management
Connecticut
$7K
SC
752
Saturna Capital
Washington
$7K
ICM
753
ICC Capital Management
Florida
$7K +$1.78K +30 +30%
HTHT
754
Hemenway Trust Hemenway Trust
New Hampshire
$6K -$5.93K -100 -50%
KA
755
Klingman & Associates
New York
$6K
WEC
756
Winslow Evans & Crocker
Massachusetts
$5.63K
CFSG
757
Community Financial Services Group
Vermont
$5K
RCG
758
Ruggie Capital Group
Florida
$5K +$5.16K +87 New
GWM
759
Gupta Wealth Management
California
$5K +$5.52K +93 New
CFS
760
Commonwealth Financial Services
West Virginia
$4K
SFWA
761
Summit Financial Wealth Advisors
Louisiana
$4K
SAM
762
Shamrock Asset Management
Texas
$3K
SGC
763
South Georgia Capital
Illinois
$3K
UB
764
UMB Bank
Missouri
$2.61K +$398K +6,700 +17%
LWA
765
Lenox Wealth Advisors
New York
$2K
MUS
766
Mitsubishi UFJ Securities
Japan
$2K +$1.78K +30 New
TSW
767
Thompson Siegel & Walmsley
Virginia
$1K -$7.89K -133 -92%
HF
768
Hoxton Financial
West Virginia
$1K
OC
769
Oakworth Capital
Alabama
$1K
OSAM
770
O'Shaughnessy Asset Management
Connecticut
$1K
AT
771
Arden Trust
Delaware
$851 +$340K +5,728 +61%
WA
772
WBH Advisory
Maryland
$629 +$7.48K +126 +1%
SSA
773
South Street Advisors
New York
$434 +$44.5K +750 +11%
EA
774
Euclid Advisors
Connecticut
-$70.3M -1,158,519 Closed
CC
775
Carlson Capital
Texas
-$32.9M -542,074 Closed

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.