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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
LS
276
Livforsakringsbolaget Skandia
Sweden
$3.53M
AAM
277
Advisors Asset Management
Colorado
$3.52M +$395K +6,387 +14%
WRF
278
Waddell & Reed Financial
Kansas
$3.5M +$3.26M +52,688 New
Victory Capital Management
279
Victory Capital Management
Texas
$3.46M +$137K +2,218 +4%
NSIM
280
North Star Investment Management
Illinois
$3.46M +$23.7K +384 +0.7%
MFS
281
MSI Financial Services
Massachusetts
$3.45M +$491K +7,942 +18%
VRS
282
Virginia Retirement System
Virginia
$3.4M +$3.16M +51,159 New
BPM
283
Bowling Portfolio Management
Ohio
$3.36M +$826K +13,350 +36%
WAM
284
World Asset Management
Michigan
$3.33M -$311K -5,028 -9%
AAIM
285
American Assets Investment Management
California
$3.32M
Capstone Investment Advisors
286
Capstone Investment Advisors
New York
$3.32M +$3.09M +49,984 New
SWM
287
Segment Wealth Management
Texas
$3.31M +$41.8K +676 +1%
UB
288
UMB Bank
Missouri
$3.26M
GH
289
GAM Holding
Switzerland
$3.22M +$29.4K +475 +1%
EVM
290
Eaton Vance Management
Massachusetts
$3.16M
FNBOMD
291
First National Bank of Mount Dora
Florida
$3.13M -$149K -2,412 -5%
TI
292
Trexquant Investment
Connecticut
$3.11M +$2.9M +46,900 New
CIA
293
Covington Investment Advisors
Pennsylvania
$3.07M -$86.6K -1,400 -3%
HNB
294
Huntington National Bank
Ohio
$3.07M +$47.4K +766 +1%
Truist Financial
295
Truist Financial
North Carolina
$3.05M +$235K +3,805 +9%
RFC
296
Regions Financial Corp
Alabama
$3.05M +$821K +13,269 +41%
ClearBridge Investments
297
ClearBridge Investments
New York
$3.04M -$41.4K -670 -1%
KRS
298
Kentucky Retirement Systems
Kentucky
$3M +$484K +7,834 +21%
MAM
299
Meeder Asset Management
Ohio
$2.97M +$2.72M +43,920 +5,054%
AMG
300
Advisors Management Group
Wisconsin
$2.94M -$1.79K -29 -0.1%

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.