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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
BIM
201
Bridgecreek Investment Management
Oklahoma
$5.4M +$757K +13,645 +17%
SMDAM
202
Sumitomo Mitsui DS Asset Management
Japan
$5.35M +$3.01M +54,273 +136%
CAM
203
Carret Asset Management
New York
$5.32M -$18K -325 -0.3%
Asset Management One
204
Asset Management One
Japan
$5.29M +$550K +9,914 +12%
BTS
205
BB&T Securities
Virginia
$5.25M -$200K -3,608 -4%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$5.12M +$419K +7,550 +9%
DCM
207
Dupont Capital Management
Delaware
$5.05M +$4.93M +88,844 New
HighTower Advisors
208
HighTower Advisors
Illinois
$5M +$4.87M +87,829 New
URS
209
Utah Retirement Systems
Utah
$4.98M +$22.2K +400 +0.5%
OIM
210
Opus Investment Management
Massachusetts
$4.98M +$555K +10,000 +13%
GCAC
211
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.92M +$43.3K +780 +0.9%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$4.85M +$398K +7,164 +9%
WAM
213
Winslow Asset Management
Ohio
$4.81M -$338K -6,098 -7%
SAM
214
Securian Asset Management
Minnesota
$4.74M +$1.29M +23,303 +39%
HFS
215
HL Financial Services
Kentucky
$4.62M -$30.5K -550 -0.7%
CA
216
Cullinan Associates
Kentucky
$4.54M +$186K +3,350 +4%
FVCM
217
F&V Capital Management
Florida
$4.51M +$939K +16,915 +27%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$4.48M +$34.1K +615 +0.8%
FNT
219
First National Trust
Pennsylvania
$4.42M +$25.9K +466 +0.6%
CC
220
Curian Capital
Colorado
$4.37M -$2.25M -40,466 -34%
FIM
221
Foresters Investment Management
New York
$4.36M
MHC
222
Meyer Handelman Company
New York
$4.26M
LPL Financial
223
LPL Financial
California
$4.19M -$73.4K -1,323 -2%
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$4.18M +$115K +2,072 +3%
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
$4.09M +$2.13M +38,350 +114%

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.