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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
FIM
626
Fruth Investment Management
Texas
$292K
FFA
627
First Foundation Advisors
California
$286K +$39.2K +636 +16%
BHWM
628
Bar Harbor Wealth Management
New Hampshire
$285K
AWM
629
AE Wealth Management
Kansas
$284K +$278K +4,512 New
CC
630
Cannell & Co
New York
$281K
CA
631
CapWealth Advisors
Tennessee
$281K
FANJ
632
Financial Architects (New Jersey)
New Jersey
$281K +$6.29K +102 +2%
FDS
633
First Dallas Securities
Texas
$279K
BAM
634
Brave Asset Management
New Jersey
$278K
CS
635
Cannell & Spears
New York
$278K +$4.01K +65 +1%
LCM
636
Laurion Capital Management
New York
$277K -$728K -11,800 -73%
AHB
637
Abner Herrman & Brock
New Jersey
$277K
LPT
638
Legacy Private Trust
Wisconsin
$276K -$32.7K -531 -11%
LFR
639
Lehman Financial Resources
Pennsylvania
$276K
WSFS
640
Wilmington Savings Fund Society
Delaware
$274K -$27.1K -440 -9%
SSA
641
Schonfeld Strategic Advisors
New York
$274K +$269K +4,359 New
RW
642
Rand Wealth
Maryland
$273K -$1.85K -30 -0.7%
WCM
643
Weatherstone Capital Management
Colorado
$273K
LCM
644
Liberty Capital Management
Michigan
$268K +$34.5K +560 +15%
GWM
645
GSB Wealth Management
Connecticut
$268K +$262K +4,250 New
PL
646
Parkwood LLC
Ohio
$266K -$229K -3,718 -47%
LW
647
Linscomb Wealth
Texas
$266K
LIM
648
Leavell Investment Management
Alabama
$264K
NIT
649
NumerixS Investment Technologies
British Columbia, Canada
$264K +$63.6K +1,031 +33%
OFW
650
Omnia Family Wealth
Florida
$262K +$257K +4,162 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.