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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
BF
351
BOK Financial
Oklahoma
$1.8M +$512K +7,606 +37%
BAC
352
Boys Arnold & Co
North Carolina
$1.78M +$9.28K +138 +0.5%
CCM
353
Coldstream Capital Management
Washington
$1.78M +$1.86M +27,666 New
JMPWA
354
JP Morgan Private Wealth Advisors
California
$1.74M -$95.7K -1,423 -5%
MERSOM
355
Municipal Employees' Retirement System of Michigan
Michigan
$1.72M +$3.36K +50 +0.2%
DC
356
Davenport & Co
Virginia
$1.71M -$8.94K -133 -0.5%
AP
357
AHL Partners
United Kingdom
$1.69M -$13M -192,772 -88%
RJT
358
Raymond James Trust
Florida
$1.67M +$147K +2,190 +9%
DnB Asset Management
359
DnB Asset Management
Norway
$1.64M +$94.2K +1,400 +6%
LWAC
360
Laurel Wealth Advisors (California)
California
$1.62M -$202 -3 -0%
GL
361
GLG LLC
New York
$1.61M +$47.1K +701 +3%
VKH
362
Virtu KCG Holdings
New York
$1.6M -$668K -9,927 -28%
TCOT
363
Trust Company of Toledo
Ohio
$1.59M +$17.1K +254 +1%
PAI
364
Pittenger & Anderson Inc
Nebraska
$1.58M +$10.1K +150 +0.6%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.58M -$185K -2,757 -10%
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.57M -$95.9K -1,426 -6%
NA
367
NewEdge Advisors
Louisiana
$1.57M +$375K +5,570 +30%
HCM
368
Huber Capital Management
California
$1.55M -$202K -3,000 -11%
CAN
369
Cetera Advisor Networks
California
$1.55M +$417K +6,202 +34%
Nomura Holdings
370
Nomura Holdings
Japan
$1.55M +$788K +11,724 +95%
VV
371
Verity & Verity
South Carolina
$1.54M +$203K +3,014 +14%
ZCM
372
Zebra Capital Management
Connecticut
$1.54M +$397K +5,899 +33%
PJSIMP
373
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.52M -$11.8K -175 -0.7%
N
374
Nuveen
North Carolina
$1.52M -$4.28M -63,577 -73%
WTC
375
WhitTier Trust Company
Nevada
$1.51M -$34.2K -509 -2%

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.