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American Electric Power

805 hedge funds and large institutions have $19.4B invested in American Electric Power in 2015 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

60% more call options, than puts

Call options by funds: $144M | Put options by funds: $90.3M

4% more funds holding

Funds holding: 777805 (+28)

5% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 273

3% more capital invested

Capital invested by funds: $18.9B → $19.4B (+$592M)

0.17% less ownership

Funds ownership: 67.97%67.8% (-0.17%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
805
Holders Change
+28
Holders Change %
+3.6%
% of All Funds
21.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
92
Increased
287
Reduced
273
Closed
55
Calls
$144M
Puts
$90.3M
Net Calls
+$53.8M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B +$40.3M +711,419 +2%
State Street
2
State Street
Massachusetts
$1.36B -$25.4M -448,016 -2%
BIT
3
BlackRock Institutional Trust
California
$803M +$4.07M +71,757 +0.5%
Bank of America
4
Bank of America
North Carolina
$720M +$26.2M +462,342 +4%
Franklin Resources
5
Franklin Resources
California
$598M -$112M -1,972,460 -16%
BFA
6
BlackRock Fund Advisors
California
$577M +$45.1M +795,844 +9%
LSV Asset Management
7
LSV Asset Management
Illinois
$537M -$260K -4,589 -0%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$522M -$2.13M -37,624 -0.4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$486M -$290M -5,125,295 -38%
JP Morgan Chase
10
JP Morgan Chase
New York
$391M +$143M +2,514,630 +60%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$364M -$51.8M -913,793 -13%
Millennium Management
12
Millennium Management
New York
$362M +$14.8M +260,909 +4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$358M -$23.7M -417,786 -6%
AAMU
14
Amundi Asset Management US
Massachusetts
$340M +$38.1M +672,035 +13%
Northern Trust
15
Northern Trust
Illinois
$321M -$19.9M -350,277 -6%
BG
16
BlackRock Group
United Kingdom
$278M -$11.8M -208,673 -4%
Invesco
17
Invesco
Georgia
$277M +$67.8M +1,195,486 +34%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$274M +$90.5M +1,597,520 +51%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$266M -$15.1M -266,843 -6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$260M +$16.5M +292,001 +7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$252M +$23.2M +410,008 +10%
Boston Partners
22
Boston Partners
Massachusetts
$230M +$17.4M +307,832 +8%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$225M +$2.61M +46,106 +1%
AL
24
AJO LP
Pennsylvania
$224M +$36M +634,761 +20%
TCIM
25
TIAA CREF Investment Management
New York
$218M +$32.6M +575,348 +18%

AEP Hedge Fund Activity: Q4 2015 in Review

805 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2015, worth a combined $19.4B — up 3.1% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AEP positions and 55 closed out — a net gain of 37 holders — while 287 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $143M. The largest seller was T. Rowe Price Associates, cutting an estimated $290M.

  • 805 institutional investors held American Electric Power (AEP) as of Q4 2015, up from 777 in Q3 2015.
  • Funds reported $19.4B of American Electric Power stock for Q4 2015, up 3.1% quarter-over-quarter.
  • 92 funds opened new American Electric Power positions in Q4 2015 and 55 closed out, a net change of +37 holders.
  • The largest American Electric Power buyer in Q4 2015 was JP Morgan Chase, an estimated $143M added.
  • The largest American Electric Power seller in Q4 2015 was T. Rowe Price Associates, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2015.