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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
AP
501
Advisor Partners
California
$630K +$36K +536 +6%
AT
502
Arden Trust
Delaware
$625K -$955K -14,203 -59%
CEP
503
Chicago Equity Partners
Illinois
$618K
HH
504
Hilltop Holdings
Texas
$612K -$1.34K -20 -0.2%
ACS
505
Archford Capital Strategies
Illinois
$608K +$71.2K +1,059 +13%
WI
506
WrapManager Inc
California
$602K +$7.06K +105 +1%
RIL
507
Rothschild Investment LLC
Illinois
$600K -$116K -1,729 -16%
EHC
508
Everett Harris & Co
California
$596K
CA
509
Cornerstone Advisors
North Carolina
$591K
PP
510
Palladium Partners
Virginia
$589K -$28.9K -430 -4%
IWMPD
511
Integrated Wealth Management (Palm Desert)
California
$589K +$31.9K +474 +5%
GF
512
Gerstein Fisher
New York
$585K -$3.7K -55 -0.6%
WA
513
WBH Advisory
Maryland
$583K -$8.41K -125 -1%
TCM
514
Telos Capital Management
California
$582K -$36.2K -538 -6%
SW
515
SVB Wealth
Massachusetts
$579K -$152K -2,255 -20%
MWAC
516
Mariner Wealth Advisors (Cincinnati)
Ohio
$577K -$136K -2,024 -18%
HSA
517
HBK Sorce Advisory
Pennsylvania
$563K -$52.5K -780 -8%
CA
518
Commerzbank Aktiengesellschaft
Germany
$559K -$321K -4,775 -35%
BRWA
519
B. Riley Wealth Advisors
Florida
$558K +$98.3K +1,462 +12%
PAG
520
Pinnacle Advisory Group
Maryland
$557K -$33.6K -500 -5%
CIM
521
CenturyLink Investment Management
Colorado
$555K +$582K +8,647 New
ACP
522
Aviance Capital Partners
Florida
$554K
TTWM
523
TCV Trust & Wealth Management
Virginia
$554K
WS
524
Wedbush Securities
California
$550K +$42.7K +635 +8%
LP
525
LMR Partners
United Kingdom
$549K +$576K +8,564 New

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.