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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
LIA
301
LS Investment Advisors
Michigan
$2.91M -$76.3K -1,233 -3%
FCM
302
Forester Capital Management
Illinois
$2.9M -$13K -210 -0.4%
WC
303
Whitney & Co
New York
$2.87M +$80.7K +1,305 +3%
Creative Planning
304
Creative Planning
Kansas
$2.87M -$6.74K -109 -0.3%
IP
305
Investment Partners
Ohio
$2.85M +$1.83M +29,583 +153%
DnB Asset Management
306
DnB Asset Management
Norway
$2.83M +$853K +13,800 +48%
SI
307
Stephens Inc
Arkansas
$2.83M +$117K +1,894 +5%
TCM
308
Texan Capital Management
Texas
$2.82M
CA
309
Cetera Advisors
Colorado
$2.77M -$221K -3,572 -8%
FQ
310
First Quadrant
California
$2.67M -$2.27M -36,700 -48%
NEAM
311
New England Asset Management
Connecticut
$2.66M -$463K -7,490 -16%
LCS
312
Levin Capital Strategies
New York
$2.66M -$270K -4,374 -10%
QIM
313
Quantitative Investment Management
Virginia
$2.64M -$92.8K -1,500 -4%
CCT
314
Capital City Trust
Florida
$2.61M +$1.18K +19 +0%
1SB
315
1ST Source Bank
Indiana
$2.6M -$23.9K -387 -1%
Squarepoint
316
Squarepoint
New York
$2.6M +$1.04M +16,857 +76%
VKH
317
Virtu KCG Holdings
New York
$2.55M +$2.37M +38,370 New
CB
318
Chemical Bank
Michigan
$2.54M -$28.4K -460 -1%
SIM
319
Sentry Investment Management
Wisconsin
$2.51M +$33.8K +547 +1%
SLI
320
Sumitomo Life Insurance
Japan
$2.49M +$414K +6,701 +22%
DILH
321
Dai-ichi Life Holdings
Japan
$2.49M -$1.32M -21,354 -36%
UR
322
USCA RIA
Texas
$2.44M -$1.34M -21,741 -37%
COPPSERS
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.42M +$270K +4,372 +14%
RC
324
RegentAtlantic Capital
New Jersey
$2.38M -$334K -5,396 -13%
CB
325
Commerce Bank
Missouri
$2.36M +$33.1K +536 +2%

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.