We are live on ! Find out more
AEP icon

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
Principal Financial Group
76
Principal Financial Group
Iowa
$41.5M +$5.86M +105,649 +17%
PI
77
PGGM Investments
Netherlands
$41.5M -$231K -4,161 -0.6%
O
78
OppenheimerFunds
New York
$40.9M -$10.8K -194 -0%
First Trust Advisors
79
First Trust Advisors
Illinois
$40.5M -$3.66M -65,874 -8%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$39.2M +$320K +5,764 +0.8%
UBS Group
81
UBS Group
Switzerland
$38.4M -$32.3M -582,342 -46%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$37.3M -$2.33M -41,968 -6%
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$37.2M +$1.1M +19,783 +3%
EIP
84
Energy Income Partners
Connecticut
$36.8M +$3.92M +70,695 +12%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$36M -$1.04M -18,713 -3%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$35.6M -$760K -13,694 -2%
TA
87
Teachers Advisors
New York
$34.9M +$677K +12,194 +2%
RJA
88
Raymond James & Associates
Florida
$34M +$2.28M +41,011 +7%
HEIP
89
Hudson Edge Investment Partners
New Jersey
$32.7M -$4.4M -79,302 -12%
MIS
90
Morningstar Investment Services
Illinois
$32.6M +$674K +12,143 +2%
FQ
91
First Quadrant
California
$32.4M -$1.11M -20,000 -3%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$32.2M -$3.57M -64,322 -10%
Barclays
93
Barclays
United Kingdom
$32M -$9.63M -173,506 -23%
NFA
94
Nationwide Fund Advisors
Ohio
$30.9M +$2.64M +47,654 +10%
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$30.8M +$787K +14,187 +3%
ZIM
96
Zacks Investment Management
Illinois
$30.3M +$2.88M +51,881 +11%
Canada Life
97
Canada Life
Manitoba, Canada
$30M +$12.7M +229,740 +77%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$29.8M -$654K -11,791 -2%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$28.5M -$10.9M -195,627 -28%
Citigroup
100
Citigroup
New York
$26.6M +$167K +3,003 +0.6%

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.