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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
BCFS
751
Butensky & Cohen Financial Security
Florida
$11K +$10.3K +186 New
GWS
752
Glassman Wealth Services
Virginia
$9K
VIA
753
Vident Investment Advisory
Georgia
$7K -$27.1K -489 -80%
HCMT
754
Highland Capital Management (Tennessee)
Tennessee
$7K -$1.94K -35 -21%
ARMC
755
American Research & Management Company
Massachusetts
$7K
CWM
756
Catamount Wealth Management
Connecticut
$7K
SC
757
Saturna Capital
Washington
$7K
MCM
758
MV Capital Management
Maryland
$6K -$29.5K -532 -84%
HTHT
759
Hemenway Trust Hemenway Trust
New Hampshire
$6K
SSG
760
Summit Securities Group
New York
$6K +$5.55K +100 New
LWM
761
LBA Wealth Management
Florida
$6K +$5.94K +107 New
WEC
762
Winslow Evans & Crocker
Massachusetts
$5.69K
CFSG
763
Community Financial Services Group
Vermont
$5K
KA
764
Klingman & Associates
New York
$5K
RCG
765
Ruggie Capital Group
Florida
$5K
GXMC
766
Global X Management Company
New York
$4K -$333 -6 -8%
CFS
767
Commonwealth Financial Services
West Virginia
$4K
SAM
768
Shamrock Asset Management
Texas
$4K
CCMW
769
Cypress Capital Management (Wyoming)
Wyoming
$3.13K -$22.5K -405 -88%
LWA
770
Lenox Wealth Advisors
New York
$2K
NMIS
771
Northwestern Mutual Investment Services
Wisconsin
$2K +$1.61K +29 New
OSAM
772
O'Shaughnessy Asset Management
Connecticut
$2K +$1.67K +30 New
HF
773
Hoxton Financial
West Virginia
$1K
OC
774
Oakworth Capital
Alabama
$1K
TSW
775
Thompson Siegel & Walmsley
Virginia
$1K

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.