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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
Thrivent Financial for Lutherans
426
Thrivent Financial for Lutherans
Minnesota
$1.04M -$12.5M -201,630 -93%
CK
427
Carnick & Kubik
Colorado
$1.03M +$13.3K +215 +1%
William Blair & Company
428
William Blair & Company
Illinois
$1.03M -$19.6K -317 -2%
RCG
429
Ruane, Cunniff & Goldfarb
New York
$1.03M
RWA
430
River Wealth Advisors
Pennsylvania
$1.02M +$23.6K +381 +3%
TMAM
431
Tokio Marine Asset Management
Japan
$1.01M +$81.7K +1,321 +9%
MERSOM
432
Municipal Employees' Retirement System of Michigan
Michigan
$1M +$16.7K +270 +2%
ODCM
433
Old Dominion Capital Management
Virginia
$992K -$35.3K -571 -4%
Two Sigma Investments
434
Two Sigma Investments
New York
$980K -$22.6M -365,983 -96%
NSEDCP
435
NJ State Employees Deferred Compensation Plan
New Jersey
$969K
MNBTD
436
Moody National Bank Trust Division
Texas
$967K +$186K +3,000 +26%
CIA
437
Capital Investment Advisors
Georgia
$962K -$78.8K -1,274 -8%
SI
438
SII Investments
Wisconsin
$939K +$51.9K +840 +6%
SBWM
439
Sunflower Bank Wealth Management
Arizona
$938K
DADC
440
D.A. Davidson & Co
Montana
$923K -$148K -2,400 -15%
BFA
441
Bragg Financial Advisors
North Carolina
$922K -$4.64K -75 -0.5%
AIM
442
Assured Investment Management
New York
$910K +$186K +3,004 +28%
MA
443
MUFG Americas
New York
$908K -$6.99K -113 -0.8%
CAG
444
Crestwood Advisors Group
Massachusetts
$898K -$22.8K -369 -3%
LPC
445
Loeb Partners Corp
New York
$890K
SC
446
Searle & Co
Connecticut
$883K
AL
447
Aspiriant LLC
California
$874K +$813K +13,153 New
HB
448
Homrich & Berg
Georgia
$863K -$12.5K -202 -2%
SGCA
449
Steel Grove Capital Advisors
Tennessee
$863K
ANRIA
450
American National Registered Investment Advisor
Texas
$845K

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.