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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
CIMLRA
401
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.19M
CBN
402
Cadence Bank NA
Texas
$1.19M -$31.9K -516 -3%
VWM
403
Valley Wealth Managers
New Jersey
$1.19M -$96.2K -1,555 -8%
DHFB
404
Dixon Hubard Feinour & Brown
Virginia
$1.18M -$112K -1,818 -9%
CAN
405
Cetera Advisor Networks
California
$1.17M +$325K +5,253 +43%
CCM
406
Cadence Capital Management
Massachusetts
$1.17M -$700K -11,321 -39%
AB
407
Amalgamated Bank
New York
$1.16M +$288K +4,655 +36%
CA
408
Commerzbank Aktiengesellschaft
Germany
$1.16M -$2.17M -35,133 -67%
Korea Investment Corp
409
Korea Investment Corp
South Korea
$1.16M -$6.95M -112,400 -87%
ACM
410
Azimuth Capital Management
Michigan
$1.15M
WFG
411
Wills Financial Group
Virginia
$1.14M -$17.3K -279 -2%
RIA
412
Regal Investment Advisors
Michigan
$1.14M +$55.2K +893 +5%
CFN
413
Cordasco Financial Network
Florida
$1.13M -$677K -10,945 -39%
AIS
414
American Investment Services
Massachusetts
$1.13M
FA
415
FDx Advisors
Illinois
$1.13M +$84.3K +1,363 +9%
ONB
416
Old National Bancorp
Indiana
$1.12M -$31K -502 -3%
MBT
417
Monroe Bank & Trust
Michigan
$1.12M -$69.2K -1,119 -6%
SCM
418
Shelton Capital Management
Colorado
$1.11M +$347K +5,613 +50%
VV
419
Verity & Verity
South Carolina
$1.1M +$399K +6,457 +63%
BFIM
420
Beese Fulmer Investment Management
Ohio
$1.08M
CFB
421
Cullen/Frost Bankers
Texas
$1.07M -$14.8K -240 -1%
BVDMP
422
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.06M -$328K -5,300 -25%
BWM
423
BerganKDV Wealth Management
Minnesota
$1.05M +$977K +15,794 New
NFG
424
Next Financial Group
Texas
$1.05M -$22.3K -361 -2%
GS
425
GAM Systematic
United Kingdom
$1.05M +$468K +7,568 +92%

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.