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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
WAM
251
Winslow Asset Management
Ohio
$4.34M -$812K -13,127 -17%
MSA
252
Mason Street Advisors
Wisconsin
$4.34M +$79.7K +1,289 +2%
ANI
253
American National Insurance
Texas
$4.32M -$13K -210 -0.3%
B
254
BP
United Kingdom
$4.25M
OC
255
Oppenheimer & Co
New York
$4.23M +$48.8K +789 +1%
PDN
256
Pensionfund DSM Netherlands
Netherlands
$4.18M +$3.9M +63,000 New
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$4.18M +$325K +5,249 +9%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$4.17M -$6.93K -112 -0.2%
CCG
259
Cypress Capital Group
Florida
$4.04M +$17K +275 +0.5%
PA
260
Profund Advisors
Maryland
$4.04M +$1.6M +25,939 +74%
LMGAM
261
Liberty Mutual Group Asset Management
Massachusetts
$3.98M +$1.93M +31,145 +108%
LSA
262
L & S Advisors
California
$3.94M +$3.67M +59,312 New
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$3.86M -$148K -2,400 -4%
M&T Bank
264
M&T Bank
New York
$3.79M +$577K +9,333 +20%
NB
265
Norinchukin Bank
Japan
$3.77M +$140K +2,271 +4%
CBOA
266
Commonwealth Bank of Australia
Australia
$3.75M -$304K -4,920 -8%
MOACM
267
Mutual of America Capital Management
New York
$3.73M +$97.6K +1,579 +3%
FIM
268
Foresters Investment Management
New York
$3.69M -$1.3M -21,100 -27%
FMBTD
269
First Midwest Bank Trust Division
Illinois
$3.69M -$717K -11,591 -17%
TCM
270
Twin Capital Management
Pennsylvania
$3.63M +$182K +2,950 +6%
CAL
271
Capital Analysts LLC
Pennsylvania
$3.62M -$752K -12,163 -18%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$3.61M +$68K +1,100 +2%
M
273
MOTCO
Texas
$3.59M -$7.24K -117 -0.2%
CO
274
Caldwell & Orkin
Georgia
$3.58M +$3.33M +53,890 New
RCM
275
Riverhead Capital Management
Delaware
$3.53M -$6.1M -98,677 -65%

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.