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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
BCM
476
Bluefin Capital Management
New York
$724K +$674K +10,900 New
FBNAT
477
FirstMerit Bank N.A. Trustee
Ohio
$723K -$15.9K -257 -2%
Two Sigma Advisers
478
Two Sigma Advisers
New York
$722K -$4.12M -66,646 -86%
JIC
479
Johnson Investment Counsel
Ohio
$719K +$5.01K +81 +0.8%
HH
480
Hilltop Holdings
Texas
$718K -$74K -1,196 -10%
FBB
481
Fulton Breakefield Broenniman
Maryland
$716K -$86.6K -1,400 -11%
PCA
482
Private Capital Advisors
Connecticut
$716K
MSV
483
MN Services Vermogensbeheer
Netherlands
$715K +$759K +12,266 New
SW
484
SVB Wealth
Massachusetts
$714K -$37.8K -611 -5%
KT
485
Kanaly Trust
Texas
$702K +$15.6K +252 +2%
SBIA
486
Sheaff Brock Investment Advisors
Indiana
$700K +$60K +971 +10%
MWAC
487
Mariner Wealth Advisors (Cincinnati)
Ohio
$693K +$89.7K +1,450 +16%
DWA
488
Douglass Winthrop Advisors
New York
$685K -$61.8K -1,000 -9%
AWCI
489
Alpine Woods Capital Investors
New York
$684K
CSS
490
Cubist Systematic Strategies
Connecticut
$671K +$10.8K +175 +2%
CGI
491
CI Global Investments
California
$671K +$625K +10,100 New
AAM
492
AR Asset Management
California
$664K
SEC
493
Seven Eight Capital
New York
$663K +$618K +9,991 New
PP
494
Palladium Partners
Virginia
$661K -$11.1K -180 -2%
PHS
495
Pekin Hardy Strauss
Illinois
$660K +$12.2K +197 +2%
HAG
496
HighPoint Advisor Group
Illinois
$659K +$160K +2,591 +33%
FWM
497
Frontier Wealth Management
Missouri
$657K
SA
498
Strategic Advisors
New York
$656K +$50.3K +814 +9%
NAM
499
NTV Asset Management
West Virginia
$653K +$62 +1 +0%
TCM
500
Telos Capital Management
California
$646K -$8.9K -144 -1%

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.