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American Electric Power

871 hedge funds and large institutions have $21.6B invested in American Electric Power in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 305 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $139M | Put options by funds: $93.1M

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

2% more funds holding

Funds holding: 854871 (+17)

2% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 305

0.52% more ownership

Funds ownership: 68.69%69.21% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$121M)

Holders
871
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
21.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
103
Increased
310
Reduced
305
Closed
74
Calls
$139M
Puts
$93.1M
Net Calls
+$46M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Silvercrest Asset Management
New York
$631K -$19.4K -315 -3%
AAM
477
AR Asset Management
California
$630K
BPC
478
Banque Pictet & Cie
Switzerland
$630K +$617K +10,000 New
PNAA
479
Pictet North America Advisors
Switzerland
$630K +$617K +10,000 New
PHS
480
Pekin Hardy Strauss
Illinois
$626K
KCM
481
Kornitzer Capital Management
Kansas
$626K +$154K +2,500 +34%
FNBT
482
FineMark National Bank & Trust
Florida
$624K -$3.21K -52 -0.5%
AP
483
Advisor Partners
California
$623K +$5.8K +94 +1%
CTI
484
Community Trust & Investment
Kentucky
$619K
NAM
485
NTV Asset Management
West Virginia
$619K +$62 +1 +0%
BCM
486
Birmingham Capital Management
Alabama
$606K
LFAS
487
Level Four Advisory Services
Texas
$603K +$590K +9,572 New
Pacer Advisors
488
Pacer Advisors
Pennsylvania
$598K -$36.8K -596 -6%
JWS
489
Juncture Wealth Strategies
Arizona
$592K -$37K -600 -6%
PP
490
Palladium Partners
Virginia
$590K +$12.3K +200 +2%
HH
491
Hilltop Holdings
Texas
$586K -$14.1K -228 -2%
IWMPD
492
Integrated Wealth Management (Palm Desert)
California
$586K +$8.57K +139 +2%
RIL
493
Rothschild Investment LLC
Illinois
$584K -$4.38K -71 -0.8%
HI
494
Horizon Investments
North Carolina
$581K +$569K +9,232 New
WI
495
WrapManager Inc
California
$580K -$10.1K -163 -2%
HSA
496
HBK Sorce Advisory
Pennsylvania
$580K +$27.6K +448 +5%
BTIS
497
BB&T Investment Services
North Carolina
$580K +$570K +9,237 New
CA
498
Cornerstone Advisors
North Carolina
$579K
PAG
499
Pinnacle Advisory Group
Maryland
$579K +$12.8K +208 +2%
FCI
500
Financial Counselors Inc
Kansas
$578K +$566K +9,185 New

AEP Hedge Fund Activity: Q4 2016 in Review

871 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2016, worth a combined $21.6B — down 0.56% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AEP positions and 74 closed out — a net gain of 29 holders — while 310 added to existing stakes and 305 trimmed.

The largest buyer was Millennium Management, adding an estimated $174M. The largest seller was T. Rowe Price Associates, cutting an estimated $106M.

  • 871 institutional investors held American Electric Power (AEP) as of Q4 2016, up from 854 in Q3 2016.
  • Funds reported $21.6B of American Electric Power stock for Q4 2016, down 0.56% quarter-over-quarter.
  • 103 funds opened new American Electric Power positions in Q4 2016 and 74 closed out, a net change of +29 holders.
  • The largest American Electric Power buyer in Q4 2016 was Millennium Management, an estimated $174M added.
  • The largest American Electric Power seller in Q4 2016 was T. Rowe Price Associates, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2016.