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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
MCM
376
Murphy Capital Management
New Jersey
$1.51M -$24.7K -400 -2%
JMPWA
377
JP Morgan Private Wealth Advisors
California
$1.51M +$162K +2,622 +13%
CPA
378
Cowen Prime Advisors
New York
$1.5M -$254K -4,100 -15%
RA
379
Rational Advisors
New York
$1.48M +$1.38M +22,275 New
KRSITF
380
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M +$237K +3,836 +21%
AFG
381
Albion Financial Group
Utah
$1.46M
RJT
382
Raymond James Trust
Florida
$1.45M +$39.6K +640 +3%
CTC
383
Central Trust Company
Missouri
$1.44M +$103K +1,669 +8%
PA
384
Pinnacle Associates
New York
$1.44M -$1.61M -26,055 -55%
B
385
Barings
North Carolina
$1.42M -$600K -9,700 -31%
TCT
386
TIAA CREF Trust
Missouri
$1.38M -$121K -1,952 -9%
WRM
387
Westport Resources Management
Connecticut
$1.34M -$7.42K -120 -0.6%
Nomura Holdings
388
Nomura Holdings
Japan
$1.34M +$478K +7,731 +62%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$1.33M +$1.24M +20,000 New
Mackenzie Financial
390
Mackenzie Financial
Ontario, Canada
$1.32M +$297K +4,796 +32%
BAM
391
Berkshire Asset Management
Pennsylvania
$1.32M -$111K -1,790 -8%
CCM
392
Catawba Capital Management
Virginia
$1.31M -$72.4K -1,171 -6%
CAM
393
Columbia Asset Management
Michigan
$1.31M -$26K -420 -2%
FWIA
394
Fort Washington Investment Advisors
Ohio
$1.25M +$61.8K +1,000 +6%
NMIMC
395
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M +$6.43K +104 +0.6%
QT
396
Quantbot Technologies
New York
$1.24M +$1.16M +18,677 New
FB
397
Fulton Bank
Pennsylvania
$1.23M +$28K +452 +2%
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M +$450K +7,278 +64%
BF
399
BOK Financial
Oklahoma
$1.23M -$300K -4,855 -21%
CEP
400
Chicago Equity Partners
Illinois
$1.23M -$98.6K -1,595 -8%

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.