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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
CFG
626
Citizens Financial Group
Rhode Island
$306K -$9.08K -135 -3%
DG
627
Davidson & Garrard
Virginia
$304K -$114K -1,700 -26%
CCFCSB
628
Cape Cod Five Cents Savings Bank
Massachusetts
$303K -$20.6K -307 -6%
CS
629
Comerica Securities
Michigan
$298K +$56K +833 +22%
FIM
630
Fruth Investment Management
Texas
$297K -$3.36K -50 -1%
EFS
631
Essex Financial Services
Connecticut
$297K +$11.7K +174 +4%
AW
632
ACG Wealth
Georgia
$292K +$29.3K +435 +11%
AI
633
Atria Investments
North Carolina
$292K +$306K +4,554 New
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$291K
LBC
635
Lowe Brockenbrough & Co
Virginia
$290K -$47.1K -700 -13%
SC
636
Scotia Capital
Ontario, Canada
$289K +$303K +4,502 New
CA
637
CapWealth Advisors
Tennessee
$286K
CC
638
Cannell & Co
New York
$286K +$101K +1,500 +51%
FDS
639
First Dallas Securities
Texas
$284K -$16.8K -250 -5%
BAM
640
Brave Asset Management
New Jersey
$283K
AHB
641
Abner Herrman & Brock
New Jersey
$282K +$1.88K +28 +0.6%
LFR
642
Lehman Financial Resources
Pennsylvania
$281K
RW
643
Rand Wealth
Maryland
$281K
CPSAC
644
Chas P. Smith & Associates (CPS)
Florida
$281K +$357K +5,303 New
FANJ
645
Financial Architects (New Jersey)
New Jersey
$280K -$202 -3 -0.1%
S
646
SignatureFD
Georgia
$280K +$70.7K +1,051 +32%
JFA
647
JNBA Financial Advisors
Minnesota
$280K +$288K +4,283 +5,288%
CS
648
Cannell & Spears
New York
$279K
WCM
649
Weatherstone Capital Management
Colorado
$279K
PIM
650
Penobscot Investment Management
Massachusetts
$276K

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.