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American Electric Power

854 hedge funds and large institutions have $21.7B invested in American Electric Power in 2016 Q3 according to their latest regulatory filings, with 55 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: 874854 (-20)

9% less capital invested

Capital invested by funds: $23.9B → $21.7B (-$2.22B)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
854
Holders Change
-20
Holders Change %
-2.29%
% of All Funds
22.79%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
55
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
Millennium Management
26
Millennium Management
New York
$223M -$129M -1,919,913 -36%
Morgan Stanley
27
Morgan Stanley
New York
$219M +$2.39M +35,598 +1%
Legal & General Group
28
Legal & General Group
United Kingdom
$219M +$3.85M +57,235 +2%
Renaissance Technologies
29
Renaissance Technologies
New York
$214M +$83.9M +1,247,108 +60%
PAMU
30
Pictet Asset Management (UK)
United Kingdom
$203M -$2.9M -43,160 -1%
LSV Asset Management
31
LSV Asset Management
Illinois
$200M -$351M -5,217,101 -63%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$177M -$65.7M -977,216 -26%
Goldman Sachs
33
Goldman Sachs
New York
$175M +$52.9M +786,695 +41%
SAC
34
Smith Affiliated Capital
New York
$173M
Prudential Financial
35
Prudential Financial
New Jersey
$171M +$46.1M +686,006 +35%
APG Asset Management
36
APG Asset Management
Netherlands
$151M -$30.4M -451,800 -16%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$135M +$1.23M +18,290 +0.9%
Jennison Associates
38
Jennison Associates
New York
$129M -$5.77M -85,724 -4%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$118M +$4.15M +61,687 +3%
CS
40
Credit Suisse
Switzerland
$115M +$4.47M +66,444 +4%
JHIU
41
Janus Henderson Investors US
Colorado
$109M +$21.4M +317,767 +23%
UBS AM
42
UBS AM
Illinois
$103M +$9.5M +141,215 +10%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$103M +$21.2M +314,618 +24%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$102M +$96.2K +1,430 +0.1%
PPA
45
Parametric Portfolio Associates
Washington
$99.2M -$5.58M -82,944 -5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$97.6M +$2.31M +34,400 +2%
Charles Schwab
47
Charles Schwab
California
$96M -$5.19M -77,164 -5%
PI
48
Putnam Investments
Massachusetts
$95.5M +$1.98M +29,430 +2%
First Trust Advisors
49
First Trust Advisors
Illinois
$94.6M +$34.5K +513 +0%
Deutsche Bank
50
Deutsche Bank
Germany
$93.9M +$7.02M +104,386 +8%

AEP Hedge Fund Activity: Q3 2016 in Review

854 of the 3,748 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 55 opened new positions — a net loss of 10 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.

  • 854 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.
  • 55 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -10 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.