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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
PS
351
Pensionfund Sabic
Netherlands
$1.93M +$1.79M +29,000 New
OI
352
Oakbrook Investments
Illinois
$1.9M -$37.1K -600 -2%
WWM
353
Willingdon Wealth Management
North Carolina
$1.86M -$349K -5,643 -17%
Natixis Advisors
354
Natixis Advisors
Massachusetts
$1.86M -$21.5K -348 -1%
DC
355
Davenport & Co
Virginia
$1.83M +$44.8K +724 +3%
Verition Fund Management
356
Verition Fund Management
Connecticut
$1.79M -$497K -8,029 -23%
HCM
357
Hengehold Capital Management
Ohio
$1.77M -$29.8K -482 -2%
Jane Street
358
Jane Street
New York
$1.74M -$1.74M -28,142 -52%
PNC
359
Park National Corp
Ohio
$1.73M -$31.7K -513 -2%
Schroder Investment Management Group
360
Schroder Investment Management Group
United Kingdom
$1.71M +$955K +15,448 +148%
PP
361
Prudential plc
United Kingdom
$1.7M +$124K +2,000 +8%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$15.2K +246 +1%
NIT
363
NumerixS Investment Technologies
British Columbia, Canada
$1.68M -$455K -7,355 -22%
LWAC
364
Laurel Wealth Advisors (California)
California
$1.66M +$3.59K +58 +0.2%
PAI
365
Pittenger & Anderson Inc
Nebraska
$1.63M -$2.16K -35 -0.1%
CPO
366
Cerity Partners OCIO
New York
$1.63M +$153K +2,468 +11%
WTC
367
WhitTier Trust Company
Nevada
$1.62M -$1.05K -17 -0.1%
SWA
368
SFMG Wealth Advisors
Texas
$1.6M +$29.1K +470 +2%
PJSIMP
369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.59M -$102K -1,655 -6%
TCOT
370
Trust Company of Toledo
Ohio
$1.58M +$1.11K +18 +0.1%
PAG
371
Private Advisor Group
New Jersey
$1.57M -$1.87M -30,230 -57%
AT
372
Arden Trust
Delaware
$1.56M +$147K +2,378 +11%
PFPT
373
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.55M +$491K +7,933 +51%
CS
374
Candriam SCA
Luxembourg
$1.55M +$1.45M +23,432 New
V
375
Veritable
Delaware
$1.53M +$359K +5,807 +34%

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.