We are live on ! Find out more
AEP icon

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
LA
601
Lynch & Associates
Indiana
$335K -$362K -5,875 -52%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$331K
TCM
603
Tetrem Capital Management
Manitoba, Canada
$330K -$36.9K -598 -10%
CCFCSB
604
Cape Cod Five Cents Savings Bank
Massachusetts
$328K +$30.8K +500 +11%
CIC
605
Carnegie Investment Counsel
Ohio
$327K +$62 +1 +0%
Fuller & Thaler Asset Management
606
Fuller & Thaler Asset Management
California
$327K +$321K +5,200 New
RMCM
607
Reynders McVeigh Capital Management
Massachusetts
$325K
Teacher Retirement System of Texas
608
Teacher Retirement System of Texas
Texas
$324K -$21.9M -355,332 -99%
GXMC
609
Global X Management Company
New York
$319K +$76.8K +1,246 +33%
GLRA
610
Gerald L. Ray & Associates
Texas
$318K -$1.73K -28 -0.6%
BCM
611
BTR Capital Management
California
$317K
MHIM
612
MacNealy Hoover Investment Management
Ohio
$315K -$70.9K -1,150 -19%
BSW
613
Buckingham Strategic Wealth
Missouri
$314K +$9.25K +150 +3%
FSA
614
Franklin Street Advisors
North Carolina
$308K
BFC
615
Blue Fin Capital
Rhode Island
$308K +$302K +4,895 New
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$305K +$1.05K +17 +0.4%
C
617
CFO4Life
Texas
$305K +$46.3K +750 +18%
EFS
618
Essex Financial Services
Connecticut
$303K +$12K +195 +4%
CHC
619
City Holding Co
West Virginia
$302K -$196K -3,185 -40%
CFG
620
Citizens Financial Group
Rhode Island
$300K
Lido Advisors
621
Lido Advisors
California
$297K +$291K +4,716 New
JFL
622
Jarislowsky, Fraser Ltd
Quebec, Canada
$295K +$290K +4,700 New
PIM
623
Penobscot Investment Management
Massachusetts
$294K +$23.1K +375 +9%
GLA
624
Good Life Advisors
Pennsylvania
$294K +$286K +4,637 New
IWM
625
IHT Wealth Management
Illinois
$293K +$288K +4,663 New

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.