We are live on ! Find out more
AEP icon

American Electric Power

845 hedge funds and large institutions have $22.1B invested in American Electric Power in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 318 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

181% more call options, than puts

Call options by funds: $186M | Put options by funds: $66.1M

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $19.4B → $22.1B (+$2.65B)

11% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 286

5% more funds holding

Funds holding: 804845 (+41)

1.94% more ownership

Funds ownership: 67.8%69.74% (+1.9%)

Holders
845
Holders Change
+41
Holders Change %
+5.1%
% of All Funds
22.52%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.27%
New
90
Increased
318
Reduced
286
Closed
42
Calls
$186M
Puts
$66.1M
Net Calls
+$120M
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Brave Asset Management
New Jersey
$293K
VFA
627
Voya Financial Advisors
Connecticut
$293K +$275K +4,440 New
LFR
628
Lehman Financial Resources
Pennsylvania
$291K
RW
629
Rand Wealth
Maryland
$290K +$29.1K +470 +12%
IH
630
IFC Holdings
Florida
$290K +$39.2K +634 +17%
SFM
631
Signet Financial Management
New Jersey
$290K +$270K +4,370 New
CS
632
Cannell & Spears
New York
$289K
WCM
633
Weatherstone Capital Management
Colorado
$288K
PIM
634
Penobscot Investment Management
Massachusetts
$285K -$387K -6,250 -59%
BOS
635
Bank of Stockton
California
$281K +$261K +4,225 New
SYBT
636
Stock Yards Bank & Trust
Kentucky
$277K -$2.29K -37 -0.9%
FANJ
637
Financial Architects (New Jersey)
New Jersey
$273K -$309 -5 -0.1%
LW
638
Linscomb Wealth
Texas
$273K
AW
639
ACG Wealth
Georgia
$273K +$254K +4,109 New
CAM
640
Cypress Asset Management
Texas
$271K -$1.55K -25 -0.6%
LIM
641
Lathrop Investment Management
Arkansas
$271K
KFC
642
Klingenstein Fields & Co
New York
$270K
AHB
643
Abner Herrman & Brock
New Jersey
$270K +$251K +4,064 New
RHBC
644
R.H. Bluestein & Co
Michigan
$266K
MCP
645
Mirador Capital Partners
California
$266K +$247K +4,001 New
CCM
646
Cribstone Capital Management
Maine
$265K +$186 +3 +0.1%
HJA
647
Hugh Johnson Advisors
New York
$264K +$14.8K +239 +6%
Geode Capital Management
648
Geode Capital Management
Massachusetts
$261K +$3.99M +64,551 +2%
MLIC
649
Mandatum Life Insurance Company
Finland
$261K +$240K +3,880 +7,055%
WAM
650
Wealthspire Advisors (Maryland)
Maryland
$258K +$32.6K +527 +16%

AEP Hedge Fund Activity: Q1 2016 in Review

845 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2016, worth a combined $22.1B — up 14% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AEP positions and 42 closed out — a net gain of 48 holders — while 318 added to existing stakes and 286 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $479M. The largest seller was Franklin Resources, cutting an estimated $376M.

  • 845 institutional investors held American Electric Power (AEP) as of Q1 2016, up from 804 in Q4 2015.
  • Funds reported $22.1B of American Electric Power stock for Q1 2016, up 14% quarter-over-quarter.
  • 90 funds opened new American Electric Power positions in Q1 2016 and 42 closed out, a net change of +48 holders.
  • The largest American Electric Power buyer in Q1 2016 was Royal London Asset Management, an estimated $479M added.
  • The largest American Electric Power seller in Q1 2016 was Franklin Resources, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2016.