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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
BCP
326
Blue Chip Partners
Michigan
$2.12M -$27.6K -410 -1%
AWCI
327
Alpine Woods Capital Investors
New York
$2.09M -$249K -3,700 -10%
IA
328
IFP Advisors
Florida
$2.09M -$87K -1,294 -4%
XK
329
Xact Kapitalforvaltning
Sweden
$2.04M +$2.14M +31,814 New
JWM
330
Jackson Wealth Management
Florida
$2.04M +$48.7K +724 +2%
CONA
331
Capital One National Association
New York
$2.03M -$7.8K -116 -0.4%
RWM
332
Rench Wealth Management
Texas
$2.02M +$967K +14,380 +84%
LSERS
333
Louisiana State Employees Retirement System
Louisiana
$2.01M -$60.5K -900 -3%
Walleye Trading
334
Walleye Trading
New York
$2M +$2.1M +31,176 New
SLI
335
Sumitomo Life Insurance
Japan
$2M -$166K -2,465 -7%
Korea Investment Corp
336
Korea Investment Corp
South Korea
$1.99M -$1.2M -17,800 -36%
Natixis Advisors
337
Natixis Advisors
Massachusetts
$1.98M +$19K +282 +0.9%
PP
338
Prudential plc
United Kingdom
$1.95M +$316K +4,700 +18%
RBA
339
Richard Bernstein Advisors
New York
$1.92M
CPO
340
Cerity Partners OCIO
New York
$1.92M +$215K +3,195 +12%
NFG
341
Next Financial Group
Texas
$1.92M +$749K +11,139 +60%
GWM
342
Geneos Wealth Management
Colorado
$1.9M -$12K -179 -0.6%
OI
343
Oakbrook Investments
Illinois
$1.9M -$309K -4,600 -13%
PS
344
Pensionfund Sabic
Netherlands
$1.86M
EWM
345
Evercore Wealth Management
New York
$1.85M +$1.18M +17,503 +154%
Marshall Wace
346
Marshall Wace
United Kingdom
$1.84M +$1.34M +19,990 +232%
VFA
347
Voya Financial Advisors
Connecticut
$1.82M +$758K +11,277 +66%
SIM
348
Sentry Investment Management
Wisconsin
$1.82M -$638K -9,483 -25%
BOH
349
Bank of Hawaii
Hawaii
$1.81M -$18.5K -275 -1%
COPPSERS
350
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.8M -$757K -11,255 -29%

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.