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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 55 funds opening new positions, 321 increasing their positions, 316 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: 316

0.32% less ownership

Funds ownership: 69.01%68.69% (-0.32%)

2% less funds holding

Funds holding: 875855 (-20)

9% less capital invested

Capital invested by funds: $23.9B → $21.7B (-$2.22B)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
855
Holders Change
-20
Holders Change %
-2.29%
% 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
55
Increased
321
Reduced
316
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
LIM
526
Lathrop Investment Management
Arkansas
$548K +$274K +4,080 +100%
DW
527
Domani Wealth
Pennsylvania
$546K
CDH
528
Charles D. Hyman
$545K -$1.68K -25 -0.3%
FWM
529
Frontier Wealth Management
Missouri
$540K -$100K -1,489 -15%
ECM
530
Everence Capital Management
Indiana
$537K
DWA
531
Douglass Winthrop Advisors
New York
$534K -$135K -2,000 -19%
HAG
532
HighPoint Advisor Group
Illinois
$527K -$386K -5,740 -39%
CCIA
533
Campbell & Co Investment Adviser
Maryland
$527K +$552K +8,202 New
SC
534
SouthState Corp
Florida
$526K -$71.4K -1,062 -11%
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$520K
BFM
536
Boothbay Fund Management
New York
$514K +$538K +8,000 New
CHC
537
City Holding Co
West Virginia
$513K -$55.1K -820 -9%
MRCM
538
M&R Capital Management
New Jersey
$512K -$84.7K -1,260 -14%
FIM
539
Freedom Investment Management
Connecticut
$511K -$19.2K -286 -3%
PL
540
Parkwood LLC
Ohio
$510K
SOAMC
541
Spirit of America Management Corp
New York
$508K
IHL
542
Investment House LLC
California
$507K -$3.83K -57 -0.7%
FHA
543
First Horizon Advisors
Tennessee
$503K +$134K +1,999 +34%
KIA
544
KCM Investment Advisors
California
$499K +$53.8K +800 +11%
MAM
545
Mastrapasqua Asset Management
Tennessee
$496K +$23.9K +355 +5%
Verition Fund Management
546
Verition Fund Management
Connecticut
$490K -$1.01M -15,081 -66%
W
547
Wealthfront
California
$480K -$1.34K -20 -0.3%
WP
548
WealthPLAN Partners
Nebraska
$479K -$543K -8,068 -51%
KCM
549
Kornitzer Capital Management
Kansas
$478K
ED
550
Exane Derivatives
France
$477K -$54.9K -816 -10%

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 55 opened new positions — a net loss of 10 holders — while 316 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 875 in Q2 2016.
  • Funds reported $21.7B of American Electric Power stock for Q3 2016, down 9.3% quarter-over-quarter.
  • 55 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -10 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.