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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
AIS
426
American Investment Services
Massachusetts
$984K
CPA
427
Cowen Prime Advisors
New York
$979K -$370K -5,500 -27%
NSEDCP
428
NJ State Employees Deferred Compensation Plan
New Jersey
$948K
RHBC
429
R.H. Bluestein & Co
Michigan
$947K +$656K +9,750 +195%
Daiwa Securities Group
430
Daiwa Securities Group
Japan
$941K -$2.08M -30,900 -68%
ODCM
431
Old Dominion Capital Management
Virginia
$939K -$11.8K -176 -1%
WFG
432
Wills Financial Group
Virginia
$935K -$179K -2,658 -15%
MNBTD
433
Moody National Bank Trust Division
Texas
$935K
CAM
434
Columbia Asset Management
Michigan
$931K -$321K -4,779 -25%
PA
435
Probity Advisors
Texas
$931K +$12.8K +190 +1%
RCG
436
Ruane, Cunniff & Goldfarb
New York
$924K -$73.6K -1,095 -7%
Toronto Dominion Bank
437
Toronto Dominion Bank
Ontario, Canada
$922K +$784K +11,659 +432%
BWM
438
BerganKDV Wealth Management
Minnesota
$911K +$28K +416 +3%
SBWM
439
Sunflower Bank Wealth Management
Arizona
$907K
CCM
440
Cadence Capital Management
Massachusetts
$899K +$468K +6,953 +99%
BFA
441
Bragg Financial Advisors
North Carolina
$891K
CFB
442
Cullen/Frost Bankers
Texas
$886K -$149K -2,211 -14%
HB
443
Homrich & Berg
Georgia
$884K +$32.1K +477 +4%
SCM
444
Shelton Capital Management
Colorado
$883K -$361K -5,370 -28%
CIA
445
Capital Investment Advisors
Georgia
$879K -$152K -2,265 -14%
CAG
446
Crestwood Advisors Group
Massachusetts
$868K +$269 +4 +0%
CT
447
Cambridge Trust
Massachusetts
$864K -$50.7K -754 -5%
LPC
448
Loeb Partners Corp
New York
$860K
TW
449
Transform Wealth
Colorado
$855K -$136K -2,021 -13%
FAAS
450
First Allied Advisory Services
California
$852K +$22.9K +340 +3%

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.