We are live on ! Find out more
AEP icon

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
Swiss National Bank
76
Swiss National Bank
Switzerland
$41.9M +$17.3M +292,200 +64%
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$41.2M +$1.69M +28,488 +4%
BTS
78
BB&T Securities
Virginia
$41.2M -$714K -12,027 -14%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$41.1M +$30.9M +521,199 +249%
RCAMU
80
Rothschild & Co Asset Management US
Connecticut
$41M +$791K +13,338 +2%
Principal Financial Group
81
Principal Financial Group
Iowa
$40.9M +$7.56M +127,444 +21%
MTB
82
Mizuho Trust & Banking
Japan
$39.6M +$2.03M +34,265 +5%
O
83
OppenheimerFunds
New York
$38.9M -$299K -5,040 -0.7%
HEIP
84
Hudson Edge Investment Partners
New Jersey
$37.6M -$10.3M -173,930 -21%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$37.3M -$662K -11,164 -2%
GIA
86
Gateway Investment Advisers
Ohio
$36.6M +$80.2K +1,352 +0.2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$36.1M -$3.68M -62,046 -9%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$36M -$1.02M -17,248 -3%
LM
89
Luminus Management
Texas
$35.9M +$37.9M +639,000 New
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$35.2M -$602K -10,140 -2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$34.5M +$2.46M +41,405 +7%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$33.1M +$1.03M +17,299 +3%
FQ
93
First Quadrant
California
$32.7M +$398K +6,700 +1%
RFC
94
Russell Frank Company
Washington
$32.4M +$12M +202,884 +54%
Dimensional Fund Advisors
95
Dimensional Fund Advisors
Texas
$32.2M +$2.91M +49,036 +9%
RJA
96
Raymond James & Associates
Florida
$32.2M +$39.8K +670 +0.1%
N
97
Natixis
France
$30.5M +$28.7M +483,216 +807%
PAM
98
Panagora Asset Management
Massachusetts
$29.9M +$8.22M +138,485 +35%
MIS
99
Morningstar Investment Services
Illinois
$29.2M +$13M +218,685 +73%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$28.9M -$1.7M -28,634 -5%

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.