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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
PCA
476
Private Capital Advisors
Connecticut
$693K
EOJOAM
477
E. Ohman J:or Asset Management
Sweden
$687K +$101K +1,500 +16%
NPC
478
National Planning Corporation
California
$684K -$47.5K -706 -6%
SBIA
479
Sheaff Brock Investment Advisors
Indiana
$683K +$1.21K +18 +0.2%
SNT
480
Security National Trust
West Virginia
$680K -$90.9K -1,352 -11%
FM
481
Foster & Motley
Ohio
$677K -$96.8K -1,440 -12%
MFWM
482
Motley Fool Wealth Management
Virginia
$677K +$304K +4,523 +75%
BCM
483
Birmingham Capital Management
Alabama
$674K
BCM
484
Brookstone Capital Management
Illinois
$671K +$57.3K +852 +9%
BBA
485
BLB&B Advisors
Pennsylvania
$669K -$16.7K -249 -2%
SAM
486
Silvercrest Asset Management
New York
$664K -$62.7K -933 -8%
FP
487
FDO Partners
Massachusetts
$664K +$695K +10,340 New
CA
488
Cetera Advisors
Colorado
$660K -$1.91M -28,472 -74%
Mariner
489
Mariner
Kansas
$652K +$72.3K +1,075 +12%
Pacer Advisors
490
Pacer Advisors
Pennsylvania
$648K -$4.04K -60 -0.6%
SA
491
Strategic Advisors
New York
$647K +$2.56K +38 +0.4%
JWS
492
Juncture Wealth Strategies
Arizona
$642K -$94.2K -1,400 -12%
SM
493
Seminole Management
New York
$642K -$74K -1,100 -10%
AAM
494
AR Asset Management
California
$642K
Bank of Nova Scotia
495
Bank of Nova Scotia
Ontario, Canada
$642K +$14.1K +210 +2%
SCP
496
Scoria Capital Partners
Connecticut
$642K +$673K +10,000 New
FNBT
497
FineMark National Bank & Trust
Florida
$640K +$6.86K +102 +1%
PHS
498
Pekin Hardy Strauss
Illinois
$638K
NAM
499
NTV Asset Management
West Virginia
$631K +$67 +1 +0%
CTI
500
Community Trust & Investment
Kentucky
$631K +$161K +2,397 +32%

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.