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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
HIMCH
176
Hartford Investment Management Co (HIMCO)
Connecticut
$7.15M +$29.7K +501 +0.4%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$7.09M -$449K -7,560 -6%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$7.04M -$360K -6,060 -5%
BFG
179
Beacon Financial Group
Texas
$7.03M +$122K +2,063 +2%
ProShare Advisors
180
ProShare Advisors
Maryland
$6.93M -$815K -13,738 -10%
WT
181
Whittier Trust
California
$6.92M +$185K +3,113 +3%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$6.91M -$8.41M -141,754 -54%
IRF
183
IBM Retirement Fund
New York
$6.76M -$6.47K -109 -0.1%
SB
184
Suntrust Banks
Georgia
$6.71M +$239K +4,033 +3%
EIM
185
ExxonMobil Investment Management
Texas
$6.62M +$143K +2,403 +2%
AG
186
Aperio Group
California
$6.5M +$532K +8,972 +8%
FIM
187
Frontier Investment Management
Texas
$6.49M -$5.35M -90,155 -44%
HighTower Advisors
188
HighTower Advisors
Illinois
$6.42M +$2.08M +35,042 +44%
BSPF
189
British Steel Pension Fund
United Kingdom
$6.41M
CC
190
Curian Capital
Colorado
$6.39M +$411K +6,934 +6%
AAF
191
Andra AP-fonden
Sweden
$6.37M -$2.97M -50,100 -31%
SMDAM
192
Sumitomo Mitsui DS Asset Management
Japan
$6.31M -$3.34M -56,262 -33%
KeyBank National Association
193
KeyBank National Association
Ohio
$6.15M -$223K -3,757 -3%
GCAC
194
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.11M -$3.26K -55 -0.1%
NBC
195
Neuberger Berman Canada
Ontario, Canada
$6.03M +$611K +10,303 +11%
FAF
196
Fjarde Ap-fonden
Sweden
$5.92M -$645K -10,865 -9%
EVM
197
Eaton Vance Management
Massachusetts
$5.74M -$69.1K -1,165 -1%
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$5.67M +$29.7K +500 +0.5%
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$5.52M -$584K -9,851 -9%
EIA
200
Edgemoor Investment Advisors
Maryland
$5.49M -$27.3K -460 -0.5%

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.