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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
CPA
501
Clear Perspective Advisors
Illinois
$577K +$565K +9,158 New
WS
502
Wedbush Securities
California
$573K +$33.1K +536 +6%
RCM
503
Radnor Capital Management
Pennsylvania
$573K +$561K +9,103 New
TMAM
504
Tokio Marine Asset Management
Japan
$572K -$237K -3,846 -30%
TCM
505
Teza Capital Management
Illinois
$571K +$559K +9,063 New
FBT
506
First Bank & Trust
South Dakota
$571K +$560K +9,085 New
HAG
507
HighPoint Advisor Group
Illinois
$565K -$25.1K -407 -5%
EHC
508
Everett Harris & Co
California
$559K -$24.7K -400 -4%
WA
509
WBH Advisory
Maryland
$553K -$18.3K -297 -3%
FCBT
510
First Citizens Bank & Trust
North Carolina
$546K -$230K -3,733 -30%
ACP
511
Aviance Capital Partners
Florida
$543K
TTWM
512
TCV Trust & Wealth Management
Virginia
$543K
TCM
513
Telos Capital Management
California
$537K -$32.3K -523 -6%
CDH
514
Charles D. Hyman
$535K
DW
515
Domani Wealth
Pennsylvania
$535K
FWM
516
Frontier Wealth Management
Missouri
$535K +$6.17K +100 +1%
OMCS
517
Old Mutual Customised Solutions
South Africa
$535K +$204K +3,300 +63%
Mariner
518
Mariner
Kansas
$517K -$120K -1,942 -19%
CB
519
Community Bank
New York
$515K +$58.6K +950 +13%
MLIC
520
Mandatum Life Insurance Company
Finland
$514K +$69.6K +1,129 +16%
SC
521
SouthState Corp
Florida
$511K -$4.44K -72 -0.9%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$510K
SW
523
SVB Wealth
Massachusetts
$507K -$58.9K -955 -11%
FHA
524
First Horizon Advisors
Tennessee
$503K
GHAM
525
Gilman Hill Asset Management
Connecticut
$503K +$493K +7,990 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.