We are live on ! Find out more
AEP icon

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
PNC
376
Park National Corp
Ohio
$1.5M -$80.6K -1,198 -5%
SWP
377
Stratos Wealth Partners
Ohio
$1.49M +$281K +4,173 +22%
AB
378
Amalgamated Bank
New York
$1.49M +$10.2K +151 +0.7%
RA
379
Rational Advisors
New York
$1.48M +$1.55M +23,000 New
FT
380
Fiduciary Trust
Massachusetts
$1.46M -$609K -9,055 -28%
CIMLRA
381
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.45M +$356K +5,300 +31%
RIA
382
Regal Investment Advisors
Michigan
$1.44M +$187K +2,782 +14%
CTC
383
Central Trust Company
Missouri
$1.44M -$18.2K -271 -1%
VWM
384
Valley Wealth Managers
New Jersey
$1.4M +$138K +2,055 +10%
MCM
385
Murphy Capital Management
New Jersey
$1.38M -$10.1K -150 -0.7%
LTI
386
Laffer Tengler Investments
Tennessee
$1.34M
PA
387
Pinnacle Associates
New York
$1.29M -$30K -446 -2%
FB
388
Fulton Bank
Pennsylvania
$1.27M +$25.2K +375 +2%
CCM
389
Catawba Capital Management
Virginia
$1.27M -$13.4K -200 -1%
PAG
390
Private Advisor Group
New Jersey
$1.27M -$368K -5,471 -21%
Tudor Investment Corp
391
Tudor Investment Corp
Connecticut
$1.26M +$1.32M +19,584 New
TCT
392
TIAA CREF Trust
Missouri
$1.24M -$73.2K -1,088 -5%
GS
393
GAM Systematic
United Kingdom
$1.24M -$35.5K -528 -3%
Brown Advisory
394
Brown Advisory
Maryland
$1.24M +$3.9K +58 +0.3%
ICOA
395
Investment Centers of America
North Dakota
$1.22M +$49.6K +737 +4%
V
396
Veritable
Delaware
$1.21M +$32.2K +479 +3%
IG
397
ING Group
Netherlands
$1.19M +$162K +2,403 +15%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$1.19M +$371K +5,512 +42%
TI
399
Trexquant Investment
Connecticut
$1.19M +$1.24M +18,500 New
ECM
400
ETrade Capital Management
Virginia
$1.16M +$324K +4,822 +36%

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.