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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B +$20.7M +372,336 +1%
State Street
2
State Street
Massachusetts
$1.35B +$43M +774,691 +3%
BIT
3
BlackRock Institutional Trust
California
$779M -$17.8M -320,899 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$766M +$186M +3,355,469 +33%
Franklin Resources
5
Franklin Resources
California
$695M -$47.4M -854,342 -7%
Bank of America
6
Bank of America
North Carolina
$676M +$282M +5,085,268 +75%
LSV Asset Management
7
LSV Asset Management
Illinois
$524M +$39.1M +703,842 +8%
BFA
8
BlackRock Fund Advisors
California
$518M -$12.4M -223,597 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$512M -$10.2M -183,385 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$407M +$24.2M +436,403 +6%
Allianz Asset Management
11
Allianz Asset Management
Germany
$372M -$2.47M -44,598 -0.7%
Millennium Management
12
Millennium Management
New York
$338M -$44M -792,561 -12%
Northern Trust
13
Northern Trust
Illinois
$334M -$3.54M -63,882 -1%
AAMU
14
Amundi Asset Management US
Massachusetts
$293M +$156M +2,813,339 +120%
BG
15
BlackRock Group
United Kingdom
$283M -$2.63M -47,477 -0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$275M -$15.1M -272,859 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$238M -$444K -7,996 -0.2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$237M +$31.2M +562,398 +16%
AllianceBernstein
19
AllianceBernstein
Tennessee
$222M -$42.8K -771 -0%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$217M +$1.92M +34,638 +0.9%
Boston Partners
21
Boston Partners
Massachusetts
$207M +$18.7M +337,382 +10%
Morgan Stanley
22
Morgan Stanley
New York
$206M -$4.67M -84,078 -2%
Invesco
23
Invesco
Georgia
$202M -$1.51M -27,243 -0.8%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$197M +$47M +847,117 +32%
Wells Fargo
25
Wells Fargo
California
$190M +$11.5M +206,979 +7%

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.