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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
BIA
651
Barry Investment Advisors
Massachusetts
$261K -$1.85K -30 -0.7%
LIM
652
Lathrop Investment Management
Arkansas
$257K -$252K -4,080 -50%
KFC
653
Klingenstein Fields & Co
New York
$257K +$925 +15 +0.4%
AW
654
ACG Wealth
Georgia
$255K -$30.6K -496 -11%
LBC
655
Lowe Brockenbrough & Co
Virginia
$252K -$32.1K -520 -11%
CT
656
Cambridge Trust
Massachusetts
$249K -$586K -9,500 -71%
LP
657
LMR Partners
United Kingdom
$249K -$284K -4,598 -54%
CAM
658
Cypress Asset Management
Texas
$249K
MCWS
659
McKinley Carter Wealth Services
West Virginia
$248K +$2.84K +46 +1%
OPCM
660
Osborne Partners Capital Management
California
$246K +$24.4K +396 +11%
SPIA
661
Steward Partners Investment Advisory
New York
$242K +$238K +3,852 New
MYLI
662
Meiji Yasuda Life Insurance
Japan
$241K -$173K -2,800 -42%
ABTD
663
Arvest Bank Trust Division
Oklahoma
$241K
First Manhattan
664
First Manhattan
New York
$241K
HFS
665
Haverford Financial Services
Pennsylvania
$240K
FHA
666
Flagship Harbor Advisors
Massachusetts
$239K +$233K +3,771 New
BCM
667
Bienville Capital Management
New York
$237K
CL
668
Choreo LLC
Illinois
$232K +$28K +454 +14%
AL
669
Airain Ltd
Guernsey
$232K +$228K +3,689 New
WF
670
Welch & Forbes
Massachusetts
$231K +$226K +3,670 New
PP
671
PagnatoKarp Partners
Virginia
$230K +$225K +3,656 New
CT
672
Coastline Trust
Rhode Island
$229K
GLA
673
Great Lakes Advisors
Illinois
$229K
PIM
674
Parasol Investment Management
Illinois
$229K
QCG
675
Quadrant Capital Group
Ohio
$229K +$48.7K +790 +26%

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.