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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
B
651
Bailard
California
$276K +$290K +4,305 New
HJA
652
Hugh Johnson Advisors
New York
$274K +$3.63K +54 +1%
LW
653
Linscomb Wealth
Texas
$272K
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$271K +$21.2K +315 +8%
LIM
655
Leavell Investment Management
Alabama
$270K -$33.6K -500 -11%
BIA
656
Barry Investment Advisors
Massachusetts
$268K -$49.6K -737 -15%
CG
657
Clinton Group
New York
$265K +$278K +4,133 New
SYBT
658
Stock Yards Bank & Trust
Kentucky
$264K -$1.75K -26 -0.6%
C
659
CFO4Life
Texas
$263K -$16.3K -243 -6%
KFC
660
Klingenstein Fields & Co
New York
$261K
SAMC
661
Shinko Asset Management Company
Japan
$259K -$23.5K -350 -8%
AFP
662
Ausdal Financial Partners
Iowa
$257K +$270K +4,009 New
CAM
663
Cypress Asset Management
Texas
$254K
CCM
664
Cribstone Capital Management
Maine
$254K +$269 +4 +0.1%
FFA
665
First Foundation Advisors
California
$251K +$54.5K +811 +26%
Grantham, Mayo, Van Otterloo & Co (GMO)
666
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$250K -$10.3M -153,500 -98%
MCWS
667
McKinley Carter Wealth Services
West Virginia
$250K +$11.5K +171 +5%
First Manhattan
668
First Manhattan
New York
$246K
ABTD
669
Arvest Bank Trust Division
Oklahoma
$246K +$258K +3,832 New
HFS
670
Haverford Financial Services
Pennsylvania
$245K -$1.61K -24 -0.6%
GXMC
671
Global X Management Company
New York
$245K +$133K +1,977 +107%
BCM
672
Bienville Capital Management
New York
$242K
CIC
673
Crawford Investment Counsel
Georgia
$238K -$11.9K -177 -5%
UBWV
674
United Bank (West Virginia)
West Virginia
$238K +$53.8K +800 +28%
GLA
675
Great Lakes Advisors
Illinois
$234K -$216K -3,208 -47%

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.