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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
AIMCA
276
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.19M +$3.34M +49,700 New
UB
277
UMB Bank
Missouri
$3.18M +$33.4K +497 +1%
PP
278
Paloma Partners
Connecticut
$3.18M +$859K +12,780 +35%
NMIMC
279
Northwestern Mutual Investment Management Company
Wisconsin
$3.12M +$2.01M +29,904 +160%
Thrivent Financial for Lutherans
280
Thrivent Financial for Lutherans
Minnesota
$3.04M +$2.07M +30,840 +186%
CIA
281
Covington Investment Advisors
Pennsylvania
$3.01M +$9.75K +145 +0.3%
Capstone Investment Advisors
282
Capstone Investment Advisors
New York
$2.99M +$3.14M +46,626 New
IRF
283
IBM Retirement Fund
New York
$2.99M -$1.21M -17,967 -28%
FNBOMD
284
First National Bank of Mount Dora
Florida
$2.97M -$68.3K -1,015 -2%
OC
285
Oppenheimer & Co
New York
$2.97M -$687K -10,210 -18%
SI
286
Stephens Inc
Arkansas
$2.94M -$112K -1,662 -3%
SG Americas Securities
287
SG Americas Securities
New York
$2.93M -$1.29M -19,127 -30%
LS
288
Livforsakringsbolaget Skandia
Sweden
$2.89M +$1.21M +18,060 +34%
FIM
289
Foresters Investment Management
New York
$2.82M
FMBTD
290
First Midwest Bank Trust Division
Illinois
$2.81M -$78.9K -1,173 -3%
AMG
291
Advisors Management Group
Wisconsin
$2.79M -$24.1K -359 -0.8%
VRS
292
Virginia Retirement Systems
Virginia
$2.77M
WRHAM
293
W.R. Huff Asset Management
Florida
$2.76M -$23.5K -350 -0.8%
MFS
294
MSI Financial Services
Massachusetts
$2.75M -$505K -7,513 -15%
MAM
295
Meeder Asset Management
Ohio
$2.73M +$215K +3,203 +8%
TCM
296
Texan Capital Management
Texas
$2.73M
SWM
297
Segment Wealth Management
Texas
$2.72M -$72.1K -1,072 -2%
WC
298
Whitney & Co
New York
$2.7M -$76K -1,130 -3%
RFC
299
Regions Financial Corp
Alabama
$2.64M +$497K +7,387 +22%
NB
300
Norinchukin Bank
Japan
$2.63M -$534K -7,946 -16%

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.