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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
PCM
551
Parsons Capital Management
Rhode Island
$475K +$74K +1,100 +17%
SCA
552
Snowden Capital Advisors
New York
$473K +$217K +3,228 +78%
GI
553
GAMCO Investors
Connecticut
$472K
ITIM
554
Indiana Trust & Investment Management
Indiana
$472K
RCM
555
Riverhead Capital Management
Delaware
$466K +$304K +4,518 +165%
CB
556
Community Bank
New York
$464K
LOAME
557
Lombard Odier Asset Management (Europe)
United Kingdom
$464K
RP
558
Reinhart Partners
Wisconsin
$456K -$2.69K -40 -0.6%
CTA
559
Colonial Trust Advisors
South Carolina
$456K
HPC
560
HM Payson & Co
Maine
$456K
TCM
561
Tran Capital Management
California
$456K
MLIC
562
Mandatum Life Insurance Company
Finland
$452K +$88.6K +1,317 +23%
DTL
563
Dynamic Technology Lab
Singapore
$452K +$473K +7,040 New
DADC
564
D.A. Davidson & Co
Montana
$443K -$495K -7,367 -52%
WSCM
565
Wellington Shields Capital Management
New York
$443K
Mirae Asset Global Investments
566
Mirae Asset Global Investments
South Korea
$442K -$3.49M -51,871 -88%
CFA
567
Carroll Financial Associates
North Carolina
$442K -$21.5K -320 -4%
SSWM
568
Smith Salley Wealth Management
North Carolina
$437K -$20.8K -309 -4%
CHP
569
Cable Hill Partners
Oregon
$436K +$88.6K +1,318 +23%
CLOS
570
Compagnie Lombard Odier SCmA
Switzerland
$435K +$69.3K +1,030 +18%
SSA
571
South Street Advisors
New York
$431K -$67.3K -1,000 -13%
SCM
572
Schnieders Capital Management
California
$429K
GBT
573
Grove Bank & Trust
Florida
$425K +$14.5K +216 +3%
MYLI
574
Meiji Yasuda Life Insurance
Japan
$425K +$145K +2,150 +48%
WTB
575
Washington Trust Bank
Washington
$424K +$65.6K +975 +17%

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.