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American Electric Power
AEP

Overview Fund Activity

772 hedge funds and large institutions have $18.3B invested in American Electric Power in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 270 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
20.59%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
66
Increased
270
Reduced
307
Closed
59
Calls
$110M
Puts
$56.8M
Net Calls
+$52.8M
Net Calls Change
+$18.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
$424M
2
Bank of America
Bank of America
North Carolina
$346M
3
Norges Bank
Norges Bank
Norway
$240M
4
TCIM
TIAA CREF Investment Management
New York
$171M
5
ZP
Zimmer Partners
New York
$51.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$493M
2
State Street
State Street
Massachusetts
$1.37B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$377M
4
EA
Euclid Advisors
Connecticut
$0
5
BFA
BlackRock Fund Advisors
California
$543M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
751
Saturna Capital
Washington
$7K – – –
ICM
752
ICC Capital Management
Florida
$7K +$1.62K +30 +30%
HTHT
753
Hemenway Trust Hemenway Trust
New Hampshire
$6K -$6K -100 -50%
KA
754
Klingman & Associates
New York
$6K – – –
WEC
755
Winslow Evans & Crocker
Massachusetts
$5.63K – – –
CFSG
756
Community Financial Services Group
Vermont
$5K – – –
RCG
757
Ruggie Capital Group
Florida
$5K +$5K +87 New
GWM
758
Gupta Wealth Management
California
$5K +$5K +93 New
CFS
759
Commonwealth Financial Services
West Virginia
$4K – – –
SFWA
760
Summit Financial Wealth Advisors
Louisiana
$4K – – –
SGC
761
South Georgia Capital
Illinois
$3K – – –
SAM
762
Shamrock Asset Management
Texas
$3K – – –
UB
763
UMB Bank
Missouri
$2.61K +$377 +6,700 +17%
LWA
764
Lenox Wealth Advisors
New York
$2K – – –
MUS
765
Mitsubishi UFJ Securities
Japan
$2K +$2K +30 New
TSW
766
Thompson Siegel & Walmsley
Virginia
$1K -$11.1K -133 -92%
OSAM
767
O'Shaughnessy Asset Management
Connecticut
$1K – – –
HF
768
Hoxton Financial
West Virginia
$1K – – –
OC
769
Oakworth Capital
Alabama
$1K – – –
AT
770
Arden Trust
Delaware
$851 +$322 +5,728 +61%
WA
771
WBH Advisory
Maryland
$629 +$7 +126 +1%
SSA
772
South Street Advisors
New York
$434 +$42 +750 +11%
EA
773
Euclid Advisors
Connecticut
– -$70.3M -1,158,519 Closed
CC
774
Carlson Capital
Texas
– -$32.9M -542,074 Closed
Arrowstreet Capital
775
Arrowstreet Capital
Massachusetts
– -$24M -395,849 Closed
29 30
31
32 33