We are live on ! Find out more
AEP icon

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
ST
326
Sentinel Trust
Texas
$2.35M -$56K -905 -2%
FT
327
Fiduciary Trust
Massachusetts
$2.32M +$1.48M +23,898 +216%
OSNBOA
328
Old Second National Bank of Aurora
Illinois
$2.31M +$29.7K +481 +1%
WRHAM
329
W.R. Huff Asset Management
Florida
$2.31M
BCP
330
Blue Chip Partners
Michigan
$2.3M -$12.1K -196 -0.6%
DL
331
Delta Lloyd
Netherlands
$2.26M -$293K -4,733 -12%
GE
332
General Electric
Ohio
$2.25M +$2.1M +33,905 New
IA
333
Icon Advisers
Colorado
$2.24M +$482K +7,800 +30%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$2.18M -$98.9K -1,600 -5%
SB
335
Simmons Bank
Arkansas
$2.17M +$2.02M +32,653 New
TNB
336
Thomasville National Bank
Georgia
$2.15M +$98.3K +1,589 +5%
DC
337
Deere & Company
Illinois
$2.15M +$145K +2,339 +8%
IT
338
Independence Trust
Tennessee
$2.1M -$166K -2,690 -8%
FCBT
339
First Citizens Bank & Trust
North Carolina
$2.1M -$411K -6,653 -17%
OPCM
340
Osborne Partners Capital Management
California
$2.08M
HCM
341
Huber Capital Management
California
$2.06M -$6.18K -100 -0.3%
JWM
342
Jackson Wealth Management
Florida
$2.06M -$72.3K -1,169 -4%
CONA
343
Capital One National Association
New York
$2.05M -$53.5K -865 -3%
PP
344
Paloma Partners
Connecticut
$2.04M -$105K -1,705 -5%
SWM
345
SVA Wealth Management
Wisconsin
$2M +$143K +2,307 +8%
BOH
346
Bank of Hawaii
Hawaii
$2M -$276K -4,463 -13%
RBA
347
Richard Bernstein Advisors
New York
$1.99M -$623K -10,068 -25%
GWM
348
Geneos Wealth Management
Colorado
$1.98M +$1.83M +29,551 New
CI
349
Conning Inc
Connecticut
$1.94M -$487K -7,870 -21%
GL
350
GLG LLC
New York
$1.93M -$278K -4,497 -13%

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.