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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
MRCM
526
M&R Capital Management
New Jersey
$502K
W
527
Wealthfront
California
$501K +$29.7K +482 +6%
SOAMC
528
Spirit of America Management Corp
New York
$498K
MAM
529
Mastrapasqua Asset Management
Tennessee
$492K +$5.24K +85 +1%
MWAC
530
Mariner Wealth Advisors (Cincinnati)
Ohio
$485K -$78.6K -1,275 -14%
WG
531
Winton Group
United Kingdom
$483K +$473K +7,667 New
KIA
532
KCM Investment Advisors
California
$482K -$6.41K -104 -1%
FIM
533
Freedom Investment Management
Connecticut
$466K -$33.9K -550 -7%
PCM
534
Parsons Capital Management
Rhode Island
$466K
SCA
535
Snowden Capital Advisors
New York
$464K +$493 +8 +0.1%
GI
536
GAMCO Investors
Connecticut
$463K
WB
537
Webster Bank
Connecticut
$462K +$452K +7,333 New
RP
538
Reinhart Partners
Wisconsin
$461K +$13.9K +225 +3%
CA
539
Cullinan Associates
Kentucky
$460K +$111K +1,800 +33%
Cetera Investment Advisers
540
Cetera Investment Advisers
Illinois
$458K +$103K +1,665 +30%
LCS
541
Levin Capital Strategies
New York
$456K
LOAME
542
Lombard Odier Asset Management (Europe)
United Kingdom
$455K
IHL
543
Investment House LLC
California
$453K -$43.2K -700 -9%
ITIM
544
Indiana Trust & Investment Management
Indiana
$451K -$12.3K -200 -3%
AA
545
Ancora Advisors
Ohio
$451K +$442K +7,169 New
TCM
546
Tran Capital Management
California
$447K
CCA
547
Checchi Capital Advisers
California
$444K +$33.6K +545 +8%
HPC
548
HM Payson & Co
Maine
$440K -$7.4K -120 -2%
CFA
549
Carroll Financial Associates
North Carolina
$433K
RCM
550
Riverhead Capital Management
Delaware
$432K -$24.7K -400 -6%

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.