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American Electric Power
AEP

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: 3 → 10 (+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: 804 → 845 (+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

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$479M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
State Street
State Street
Massachusetts
+$109M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$101M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$98.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$248M
3
Millennium Management
Millennium Management
New York
-$170M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$84.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$234M +$60.2M +972,923 +38%
Millennium Management
27
Millennium Management
New York
$230M -$170M -2,752,810 -44%
Federated Hermes
28
Federated Hermes
Pennsylvania
$223M +$2.63M +42,564 +1%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$219M -$4.53M -73,182 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$215M -$4.21M -68,095 -2%
Boston Partners
31
Boston Partners
Massachusetts
$215M -$44.2M -713,976 -18%
Ameriprise
32
Ameriprise
Minnesota
$194M -$9.43M -152,469 -5%
SAC
33
Smith Affiliated Capital
New York
$179M – – –
APG Asset Management
34
APG Asset Management
Netherlands
$160M -$4.55M -73,500 -3%
Renaissance Technologies
35
Renaissance Technologies
New York
$155M +$56.4M +912,500 +64%
Goldman Sachs
36
Goldman Sachs
New York
$149M +$26.9M +434,327 +24%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$144M +$16.5M +267,084 +14%
Jennison Associates
38
Jennison Associates
New York
$138M +$5.17M +83,554 +4%
Charles Schwab
39
Charles Schwab
California
$122M -$5.18M -83,787 -4%
CS
40
Credit Suisse
Switzerland
$121M -$4.83M -78,045 -4%
NI
41
Numeric Investors
Massachusetts
$109M +$17.8M +288,000 +21%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$109M +$101M +1,638,060 New
PPA
43
Parametric Portfolio Associates
Washington
$107M +$9.59M +155,076 +11%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$104M +$2.66M +42,998 +3%
UBS AM
45
UBS AM
Illinois
$103M -$5.33M -86,159 -5%
Prudential Financial
46
Prudential Financial
New Jersey
$97.1M +$18M +291,830 +25%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$95.6M -$5.35M -86,500 -6%
Capital Research Global Investors
48
Capital Research Global Investors
California
$95.3M – – –
TA
49
Teachers Advisors
New York
$93.7M +$28.5M +461,657 +49%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$92.4M +$3.11M +50,300 +4%
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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.