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American Electric Power

845 hedge funds and large institutions have $22.1B invested in American Electric Power in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 318 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

181% more call options, than puts

Call options by funds: $186M | Put options by funds: $66.1M

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $19.4B → $22.1B (+$2.65B)

11% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 286

5% more funds holding

Funds holding: 804845 (+41)

1.94% more ownership

Funds ownership: 67.8%69.74% (+1.9%)

Holders
845
Holders Change
+41
Holders Change %
+5.1%
% of All Funds
22.52%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.27%
New
90
Increased
318
Reduced
286
Closed
42
Calls
$186M
Puts
$66.1M
Net Calls
+$120M
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$5.52M +$818K +13,233 +19%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$5.51M -$106K -1,722 -2%
GCAC
228
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.5M -$140K -2,265 -3%
HFS
229
HL Financial Services
Kentucky
$5.37M -$222K -3,582 -4%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.28M -$2.84M -45,900 -37%
ProShare Advisors
231
ProShare Advisors
Maryland
$5.25M -$1.52M -24,651 -24%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$5.17M +$191K +3,093 +4%
CA
233
Cullinan Associates
Kentucky
$5.13M -$649K -10,500 -12%
PSUF
234
People's United Financial
Connecticut
$5.08M +$407K +6,574 +9%
FIM
235
Frontier Investment Management
Texas
$5.06M -$2.44M -39,530 -34%
FNT
236
First National Trust
Pennsylvania
$5.03M -$185K -2,995 -4%
PAM
237
Princeton Alpha Management
New Jersey
$5.01M +$3.08M +49,768 +194%
FVCM
238
F&V Capital Management
Florida
$5M -$160K -2,590 -3%
WHRC
239
W.H. Reaves & Co
New Jersey
$4.98M -$124K -2,012 -3%
Asset Management One
240
Asset Management One
Japan
$4.95M
DCM
241
Dupont Capital Management
Delaware
$4.94M -$582K -9,408 -11%
Calamos Advisors
242
Calamos Advisors
Illinois
$4.84M +$266K +4,304 +6%
OIM
243
Opus Investment Management
Massachusetts
$4.82M -$1.55M -25,000 -26%
MHC
244
Meyer Handelman Company
New York
$4.8M -$163K -2,640 -4%
ZP
245
Zimmer Partners
New York
$4.67M -$8.14M -131,600 -65%
Nomura Asset Management
246
Nomura Asset Management
Japan
$4.66M +$240K +3,880 +6%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$4.62M +$131K +2,118 +3%
PMG
248
ProVise Management Group
Florida
$4.53M +$12.8K +207 +0.3%
MAM
249
Mizuho Asset Management
Japan
$4.4M +$757K +12,241 +19%
IRF
250
IBM Retirement Fund
New York
$4.35M -$3.43M -55,437 -47%

AEP Hedge Fund Activity: Q1 2016 in Review

845 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2016, worth a combined $22.1B — up 14% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AEP positions and 42 closed out — a net gain of 48 holders — while 318 added to existing stakes and 286 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $479M. The largest seller was Franklin Resources, cutting an estimated $376M.

  • 845 institutional investors held American Electric Power (AEP) as of Q1 2016, up from 804 in Q4 2015.
  • Funds reported $22.1B of American Electric Power stock for Q1 2016, up 14% quarter-over-quarter.
  • 90 funds opened new American Electric Power positions in Q1 2016 and 42 closed out, a net change of +48 holders.
  • The largest American Electric Power buyer in Q1 2016 was Royal London Asset Management, an estimated $479M added.
  • The largest American Electric Power seller in Q1 2016 was Franklin Resources, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2016.