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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
Simplex Trading
601
Simplex Trading
Illinois
$362K -$21.5K -320 -5%
MC
602
Mathes Company
New York
$361K
Cetera Investment Advisers
603
Cetera Investment Advisers
Illinois
$358K -$334K -4,972 -47%
SSB
604
Sandy Spring Bank
Maryland
$355K +$60.9K +905 +25%
CA
605
Cullinan Associates
Kentucky
$353K -$4.86M -72,300 -93%
CK
606
Cohen Klingenstein
New York
$353K
CWM
607
Concert Wealth Management
California
$351K -$128K -1,900 -26%
PTC
608
Private Trust Company
Ohio
$350K -$13.5K -201 -4%
DJSG
609
D.J. St. Germain
Massachusetts
$348K -$17.5K -260 -5%
MF
610
Magnetar Financial
Illinois
$346K +$363K +5,391 New
TAF
611
Tredje AP-fonden
Sweden
$342K -$26.2K -390 -7%
WRM
612
Westport Resources Management
Connecticut
$339K -$1.01M -14,987 -74%
TNBTD
613
Trustmark National Bank Trust Department
Mississippi
$337K -$165K -2,455 -32%
OMCS
614
Old Mutual Customised Solutions
South Africa
$334K +$94.2K +1,400 +37%
RMCM
615
Reynders McVeigh Capital Management
Massachusetts
$331K -$16.8K -250 -5%
CIC
616
Carnegie Investment Counsel
Ohio
$326K +$67 +1 +0%
GLRA
617
Gerald L. Ray & Associates
Texas
$326K +$1.88K +28 +0.6%
YIA
618
YHB Investment Advisors
Connecticut
$324K
GCP
619
GSA Capital Partners
United Kingdom
$317K -$184K -2,743 -36%
BCM
620
BTR Capital Management
California
$317K +$332K +4,930 New
LPT
621
Legacy Private Trust
Wisconsin
$315K
FSA
622
Franklin Street Advisors
North Carolina
$314K -$17.5K -260 -5%
BSW
623
Buckingham Strategic Wealth
Missouri
$311K -$2.42K -36 -0.7%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$311K +$1.88K +28 +0.6%
WSFS
625
Wilmington Savings Fund Society
Delaware
$308K +$22.4K +333 +7%

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.