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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
DHFB
401
Dixon Hubard Feinour & Brown
Virginia
$1.15M -$26.9K -400 -2%
B
402
Barings
North Carolina
$1.15M -$229K -3,400 -16%
MYAM
403
Meiji Yasuda Asset Management
Japan
$1.14M +$360K +5,360 +43%
CBN
404
Cadence Bank NA
Texas
$1.13M
AF
405
Aldebaran Financial
$1.12M
IT
406
Independence Trust
Tennessee
$1.1M -$973K -14,470 -46%
CFN
407
Cordasco Financial Network
Florida
$1.1M
CWM
408
Confluence Wealth Management
Oregon
$1.1M +$96.6K +1,436 +9%
BPM
409
Bowling Portfolio Management
Ohio
$1.1M -$23.7K -353 -2%
AFG
410
Albion Financial Group
Utah
$1.1M -$252K -3,746 -18%
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
$1.09M
ACM
412
Azimuth Capital Management
Michigan
$1.09M -$13.4K -200 -1%
ONB
413
Old National Bancorp
Indiana
$1.09M +$1.82K +27 +0.2%
BAM
414
Berkshire Asset Management
Pennsylvania
$1.08M -$70.4K -1,047 -6%
RWA
415
River Wealth Advisors
Pennsylvania
$1.08M +$39.2K +583 +4%
QAM
416
Quantres Asset Management
Cayman Islands
$1.07M +$1.12M +16,700 New
FWIA
417
Fort Washington Investment Advisors
Ohio
$1.05M -$20.2K -300 -2%
SI
418
SII Investments
Wisconsin
$1.04M -$45.4K -675 -4%
LCM
419
Laurion Capital Management
New York
$1.04M +$1.09M +16,200 New
BVDMP
420
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.03M
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M -$264K -3,926 -20%
William Blair & Company
422
William Blair & Company
Illinois
$1.02M -$15.3K -228 -1%
BFIM
423
Beese Fulmer Investment Management
Ohio
$1.02M -$33.6K -500 -3%
WWM
424
Willingdon Wealth Management
North Carolina
$1M -$761K -11,314 -42%
BUB
425
BBVA USA Bancshares
Texas
$1M +$167K +2,482 +19%

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.