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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
ERSOT
326
Employees Retirement System of Texas
Texas
$1.89M -$6.35M -103,000 -77%
PP
327
Prudential plc
United Kingdom
$1.89M -$18.5K -300 -1%
RBA
328
Richard Bernstein Advisors
New York
$1.89M
RIA
329
Regal Investment Advisors
Michigan
$1.84M +$420K +6,808 +30%
QIM
330
Quantitative Investment Management
Virginia
$1.84M -$1.51M -24,500 -46%
PS
331
Pensionfund Sabic
Netherlands
$1.83M
SIM
332
Sentry Investment Management
Wisconsin
$1.78M
DnB Asset Management
333
DnB Asset Management
Norway
$1.78M +$173K +2,800 +11%
COPPSERS
334
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.77M +$6.41K +104 +0.4%
GWM
335
Geneos Wealth Management
Colorado
$1.77M -$88.9K -1,442 -5%
BAC
336
Boys Arnold & Co
North Carolina
$1.75M -$1.73K -28 -0.1%
NFG
337
Next Financial Group
Texas
$1.73M -$144K -2,336 -8%
GL
338
GLG LLC
New York
$1.73M +$145K +2,347 +9%
BOH
339
Bank of Hawaii
Hawaii
$1.72M -$55.6K -902 -3%
UR
340
USCA RIA
Texas
$1.69M +$878K +14,243 +113%
MERSOM
341
Municipal Employees' Retirement System of Michigan
Michigan
$1.68M -$8.63K -140 -0.5%
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.66M +$112K +1,820 +7%
RJT
343
Raymond James Trust
Florida
$1.66M +$22.9K +372 +1%
SLI
344
Sumitomo Life Insurance
Japan
$1.66M -$292K -4,735 -15%
EWM
345
Evercore Wealth Management
New York
$1.65M -$168K -2,726 -9%
BF
346
BOK Financial
Oklahoma
$1.64M -$119K -1,929 -7%
AMI
347
Amica Mutual Insurance
Rhode Island
$1.63M +$1.59M +25,858 New
BAM
348
Berkshire Asset Management
Pennsylvania
$1.62M +$550K +8,922 +53%
ZCM
349
Zebra Capital Management
Connecticut
$1.62M +$109K +1,770 +7%
OI
350
Oakbrook Investments
Illinois
$1.62M -$237K -3,850 -13%

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.