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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
AMIM
576
Aull & Monroe Investment Management
Alabama
$423K
AIM
577
Assured Investment Management
New York
$423K +$255K +3,792 +135%
WP
578
WealthSource Partners
California
$418K +$20.6K +307 +5%
CCA
579
Checchi Capital Advisers
California
$418K +$33K +490 +8%
WF
580
WealthTrust Fairport
Ohio
$418K +$438K +6,507 New
RWA
581
Ropes Wealth Advisors
Massachusetts
$413K -$2.89K -43 -0.7%
BO
582
Bank OZK
Arkansas
$409K -$3.36K -50 -0.8%
AFWA
583
Ancora Family Wealth Advisors
Ohio
$402K +$6.12K +91 +1%
NFA
584
Nuveen Fund Advisors
Illinois
$402K +$222K +3,294 +111%
NFG
585
Nadler Financial Group
Illinois
$399K -$11K -163 -3%
AP
586
Atwood & Palmer
Missouri
$399K
DSC
587
Duncker Streett & Co
Missouri
$399K +$28.9K +429 +7%
BIC
588
Bridges Investment Counsel
Nebraska
$398K
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$396K +$7.87K +117 +2%
MHIM
590
MacNealy Hoover Investment Management
Ohio
$395K -$20.2K -300 -5%
PWW
591
Pettyjohn Wood & White
Virginia
$393K -$19.4K -289 -5%
MFW
592
Mosaic Family Wealth
Missouri
$386K +$14.5K +215 +4%
IH
593
IFC Holdings
Florida
$383K -$1.88K -28 -0.5%
TCM
594
Tetrem Capital Management
Manitoba, Canada
$375K +$19.6K +292 +5%
NRS
595
Neville Rodie & Shaw
New York
$372K
CAI
596
Capital Advisors Inc
Oklahoma
$368K -$53.9K -802 -12%
AT
597
Argent Trust
Texas
$368K +$2.22K +33 +0.6%
GA
598
Geneva Advisors
Illinois
$368K +$34.1K +507 +10%
FTIOP
599
Fiduciary Trust International of Pennsylvania
Pennsylvania
$367K -$3.83K -57 -1%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$366K +$12.6K +187 +3%

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.