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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
SF
451
Synovus Financial
Georgia
$842K -$165K -2,672 -17%
FM
452
Foster & Motley
Ohio
$828K -$116K -1,874 -13%
WPC
453
Waters Parkerson & Co
Louisiana
$828K +$3.09K +50 +0.4%
DTL
454
Dynamic Technology Lab
Singapore
$828K +$771K +12,469 New
BBHC
455
Brown Brothers Harriman & Co
New York
$823K +$24.7K +400 +3%
GJIC
456
Gamble Jones Investment Counsel
California
$820K -$19K -307 -2%
MC
457
Miles Capital
Iowa
$808K -$6.18K -100 -0.8%
FHA
458
First Horizon Advisors
Tennessee
$808K +$282K +4,562 +59%
FAAS
459
First Allied Advisory Services
California
$806K -$225K -3,641 -23%
SNT
460
Security National Trust
West Virginia
$799K
CC
461
ClearArc Capital
Ohio
$795K -$1.18K -19 -0.2%
SJIC
462
St. James Investment Company
Texas
$790K +$27.9K +451 +4%
BUB
463
BBVA USA Bancshares
Texas
$787K +$18.1K +292 +3%
RIL
464
Rothschild Investment LLC
Illinois
$777K -$82.9K -1,340 -10%
SDIC
465
South Dakota Investment Council
South Dakota
$770K
LA
466
Lynch & Associates
Indiana
$768K -$40.2K -650 -5%
NPC
467
National Planning Corporation
California
$758K -$1.04M -16,785 -59%
SAM
468
Silvercrest Asset Management
New York
$749K -$3.96K -64 -0.6%
MC
469
Moors & Cabot
Massachusetts
$730K +$309 +5 +0%
CI
470
Constellation Investments
Ohio
$730K +$12.4K +200 +2%
SPC
471
Sigma Planning Corp
Michigan
$730K +$22.3K +360 +3%
TNBTD
472
Trustmark National Bank Trust Department
Mississippi
$728K -$7.17K -116 -1%
AF
473
Aldebaran Financial
$725K
EWM
474
Evercore Wealth Management
New York
$725K +$71.9K +1,163 +12%
JWS
475
Juncture Wealth Strategies
Arizona
$724K -$12.4K -200 -2%

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.