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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
MBT
451
Monroe Bank & Trust
Michigan
$851K -$20.8K -309 -2%
AL
452
Aspiriant LLC
California
$849K +$890K +13,228 New
JIC
453
Johnson Investment Counsel
Ohio
$838K +$96.4K +1,433 +12%
SC
454
Searle & Co
Connecticut
$838K +$906K +13,476 New
MA
455
MUFG Americas
New York
$832K
TMAM
456
Tokio Marine Asset Management
Japan
$830K -$117K -1,746 -12%
GJIC
457
Gamble Jones Investment Counsel
California
$821K +$39.3K +585 +5%
ANRIA
458
American National Registered Investment Advisor
Texas
$817K
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$814K -$121K -1,796 -12%
UR
460
USCA RIA
Texas
$811K -$1.8M -26,780 -68%
MSV
461
MN Services Vermogensbeheer
Netherlands
$809K +$11.4K +170 +1%
EP
462
Edgestream Partners
New Jersey
$805K +$843K +12,541 New
CI
463
Conning Inc
Connecticut
$802K -$1.14M -16,981 -58%
FCBT
464
First Citizens Bank & Trust
North Carolina
$796K -$860K -12,793 -51%
BBHC
465
Brown Brothers Harriman & Co
New York
$796K
SPC
466
Sigma Planning Corp
Michigan
$778K +$4.3K +64 +0.5%
CC
467
ClearArc Capital
Ohio
$774K +$7.53K +112 +0.9%
IB
468
Intrust Bank
Kansas
$761K +$26.3K +391 +3%
WPC
469
Waters Parkerson & Co
Louisiana
$758K +$25.1K +373 +3%
AIP
470
Ameritas Investment Partners
Nebraska
$755K +$137K +2,042 +21%
SDIC
471
South Dakota Investment Council
South Dakota
$745K
KT
472
Kanaly Trust
Texas
$738K +$25.2K +375 +3%
LA
473
Lynch & Associates
Indiana
$719K -$11.8K -175 -2%
SF
474
Synovus Financial
Georgia
$706K -$93.4K -1,389 -11%
MC
475
Moors & Cabot
Massachusetts
$702K -$21.7K -322 -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.