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American Electric Power

871 hedge funds and large institutions have $21.6B invested in American Electric Power in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 305 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $139M | Put options by funds: $93.1M

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

2% more funds holding

Funds holding: 854871 (+17)

2% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 305

0.52% more ownership

Funds ownership: 68.69%69.21% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$121M)

Holders
871
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
21.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
103
Increased
310
Reduced
305
Closed
74
Calls
$139M
Puts
$93.1M
Net Calls
+$46M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Profund Advisors
Maryland
$2.91M -$558K -9,043 -16%
RFC
277
Regions Financial Corp
Alabama
$2.88M +$286K +4,636 +11%
LIA
278
LS Investment Advisors
Michigan
$2.8M +$218K +3,542 +9%
NIMI
279
Natixis Investment Managers International
France
$2.79M +$2.73M +44,244 New
FIM
280
Foresters Investment Management
New York
$2.77M
MFS
281
MSI Financial Services
Massachusetts
$2.75M +$53.8K +873 +2%
AMG
282
Advisors Management Group
Wisconsin
$2.71M -$25.5K -413 -1%
WC
283
Whitney & Co
New York
$2.7M +$50.6K +820 +2%
SWM
284
Segment Wealth Management
Texas
$2.7M +$37.7K +611 +1%
WRHAM
285
W.R. Huff Asset Management
Florida
$2.7M -$1.85K -30 -0.1%
NEAM
286
New England Asset Management
Connecticut
$2.68M +$148K +2,400 +6%
TCM
287
Texan Capital Management
Texas
$2.67M
CCM
288
Cadence Capital Management
Massachusetts
$2.67M +$1.75M +28,383 +203%
FMBTD
289
First Midwest Bank Trust Division
Illinois
$2.67M -$83.9K -1,360 -3%
VFA
290
Voya Financial Advisors
Connecticut
$2.58M +$770K +12,477 +44%
AWCI
291
Alpine Woods Capital Investors
New York
$2.54M +$475K +7,700 +24%
IG
292
ING Group
Netherlands
$2.51M +$1.31M +21,192 +115%
ClearBridge Investments
293
ClearBridge Investments
New York
$2.5M +$116K +1,887 +5%
SCM
294
Shelton Capital Management
Colorado
$2.48M +$1.59M +25,700 +187%
CS
295
Candriam SCA
Luxembourg
$2.46M +$88K +1,427 +4%
CM
296
Churchill Management
California
$2.43M -$3.61M -58,506 -60%
CCT
297
Capital City Trust
Florida
$2.41M -$70.2K -1,138 -3%
IA
298
IFP Advisors
Florida
$2.38M +$321K +5,205 +16%
SWM
299
SVA Wealth Management
Wisconsin
$2.37M +$97K +1,573 +4%
LAM
300
Lebenthal Asset Management
New York
$2.31M

AEP Hedge Fund Activity: Q4 2016 in Review

871 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2016, worth a combined $21.6B — down 0.56% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AEP positions and 74 closed out — a net gain of 29 holders — while 310 added to existing stakes and 305 trimmed.

The largest buyer was Millennium Management, adding an estimated $174M. The largest seller was T. Rowe Price Associates, cutting an estimated $106M.

  • 871 institutional investors held American Electric Power (AEP) as of Q4 2016, up from 854 in Q3 2016.
  • Funds reported $21.6B of American Electric Power stock for Q4 2016, down 0.56% quarter-over-quarter.
  • 103 funds opened new American Electric Power positions in Q4 2016 and 74 closed out, a net change of +29 holders.
  • The largest American Electric Power buyer in Q4 2016 was Millennium Management, an estimated $174M added.
  • The largest American Electric Power seller in Q4 2016 was T. Rowe Price Associates, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2016.