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American Electric Power

855 hedge funds and large institutions have $21.7B invested in American Electric Power in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 321 increasing their positions, 315 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $112M | Put options by funds: $84.2M

2% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 315

0.32% less ownership

Funds ownership: 69.01%68.69% (-0.32%)

2% less funds holding

Funds holding: 874855 (-19)

9% less capital invested

Capital invested by funds: $23.9B → $21.7B (-$2.22B)

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
855
Holders Change
-19
Holders Change %
-2.17%
% of All Funds
22.81%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
56
Increased
321
Reduced
315
Closed
65
Calls
$112M
Puts
$84.2M
Net Calls
+$27.5M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dupont Capital Management
Delaware
$4.99M +$268K +3,990 +5%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$4.93M -$258K -3,837 -5%
Nomura Asset Management
228
Nomura Asset Management
Japan
$4.93M +$45.2K +672 +0.9%
FVCM
229
F&V Capital Management
Florida
$4.9M +$132K +1,960 +3%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$4.76M +$204K +3,028 +4%
MHC
231
Meyer Handelman Company
New York
$4.62M
Calamos Advisors
232
Calamos Advisors
Illinois
$4.61M -$81.8K -1,217 -2%
SGCA
233
Steel Grove Capital Advisors
Tennessee
$4.58M +$3.92M +58,263 +448%
FNT
234
First National Trust
Pennsylvania
$4.48M -$267K -3,970 -5%
WC
235
Wexford Capital
Florida
$4.45M +$1.01M +15,067 +28%
BFG
236
Beacon Financial Group
Texas
$4.36M -$4.29M -63,804 -49%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$4.31M +$296K +4,400 +7%
Bessemer Group
238
Bessemer Group
New Jersey
$4.3M -$2.04M -30,393 -31%
MSA
239
Mason Street Advisors
Wisconsin
$4.27M +$22.9K +341 +0.5%
MAM
240
Mizuho Asset Management
Japan
$4.27M -$164K -2,443 -4%
HNB
241
Huntington National Bank
Ohio
$4.2M +$615K +9,144 +16%
ANI
242
American National Insurance
Texas
$4.18M
ZIG
243
Zurich Insurance Group
Switzerland
$4.17M +$597K +8,881 +16%
IA
244
Icon Advisers
Colorado
$4.13M +$693K +10,300 +19%
PMG
245
ProVise Management Group
Florida
$4.08M -$262K -3,892 -6%
ProShare Advisors
246
ProShare Advisors
Maryland
$4.07M -$801K -11,905 -16%
PDN
247
Pensionfund DSM Netherlands
Netherlands
$4.04M
B
248
BP
United Kingdom
$3.92M -$202K -3,000 -5%
CGH
249
Crossmark Global Holdings
Texas
$3.91M +$3.74M +55,634 New
Creative Planning
250
Creative Planning
Kansas
$3.89M +$262K +3,890 +7%

AEP Hedge Fund Activity: Q3 2016 in Review

855 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2016, worth a combined $21.7B — down 9.3% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AEP and 56 opened new positions — a net loss of 9 holders — while 315 trimmed existing stakes and 321 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $108M. The largest seller was LSV Asset Management, cutting an estimated $351M.

  • 855 institutional investors held American Electric Power (AEP) as of Q3 2016, down from 874 in Q2 2016.
  • Funds reported $21.7B of American Electric Power stock for Q3 2016, down 9.3% quarter-over-quarter.
  • 56 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -9 holders.
  • The largest American Electric Power buyer in Q3 2016 was T. Rowe Price Associates, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2016 was LSV Asset Management, an estimated $351M sold.

Based on aggregated 13F filings for Q3 2016.