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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
CIC
651
Crawford Investment Counsel
Georgia
$257K -$4.89K -79 -2%
HFS
652
Haverford Financial Services
Pennsylvania
$255K +$238K +3,843 New
First Manhattan
653
First Manhattan
New York
$254K
OMCS
654
Old Mutual Customised Solutions
South Africa
$252K -$278K -4,500 -54%
EB
655
Eastern Bank
Massachusetts
$252K
RWM
656
Rench Wealth Management
Texas
$252K +$235K +3,797 New
Toronto Dominion Bank
657
Toronto Dominion Bank
Ontario, Canada
$251K -$697K -11,269 -75%
CT
658
Chicago Trust
Illinois
$250K
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K
WF
660
Welch & Forbes
Massachusetts
$250K +$18.6K +300 +9%
STMM
661
South Texas Money Management
Texas
$246K -$989 -16 -0.4%
CWP
662
Capital Wealth Planning
Florida
$246K
PIM
663
Parasol Investment Management
Illinois
$242K
CAL
664
Capital Advisors Ltd
Ohio
$238K
AWMS
665
Advocacy Wealth Management Services
Georgia
$237K -$101K -1,629 -31%
ISL
666
Ingalls & Snyder LLC
New York
$237K -$7.11K -115 -3%
HIC
667
Holderness Investments Company
North Carolina
$236K
FG
668
Fiduciary Group
Georgia
$234K +$1.79K +29 +0.8%
BA
669
Bristlecone Advisors
Washington
$233K -$13.7K -222 -6%
MCWS
670
McKinley Carter Wealth Services
West Virginia
$233K +$3.77K +61 +2%
PAM
671
Private Asset Management
California
$229K +$214K +3,456 New
CCA
672
Cobblestone Capital Advisors
New York
$227K +$211K +3,414 New
UBWV
673
United Bank (West Virginia)
West Virginia
$226K +$210K +3,402 New
TH
674
Timber Hill
Connecticut
$224K +$209K +3,381 New
LCM
675
Liberty Capital Management
Michigan
$223K +$208K +3,365 New

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.