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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
FFBTD
676
First Financial Bank - Trust Division
Ohio
$234K -$49.7K -739 -17%
PIM
677
Parasol Investment Management
Illinois
$234K
CT
678
Coastline Trust
Rhode Island
$233K +$36K +535 +17%
FNBSF
679
First National Bank Sioux Falls
South Dakota
$232K +$102K +1,516 +72%
PL
680
Perpetual Ltd
Australia
$231K -$276K -4,099 -53%
CAL
681
Capital Advisors Ltd
Ohio
$231K
NFG
682
Nations Financial Group
Iowa
$229K +$240K +3,574 New
LCM
683
Liberty Capital Management
Michigan
$228K -$145K -2,150 -37%
HIC
684
Holderness Investments Company
North Carolina
$228K
FG
685
Fiduciary Group
Georgia
$227K
FPFS
686
First Personal Financial Services
North Carolina
$226K
SBH
687
Segall Bryant & Hamill
Illinois
$226K +$37.9K +564 +19%
OPCM
688
Osborne Partners Capital Management
California
$225K -$1.32M -19,685 -85%
NAMA
689
Nikko Asset Management Americas
New York
$225K -$208K -3,100 -47%
EB
690
Eastern Bank
Massachusetts
$223K -$11K -164 -5%
SMC
691
Smith, Moore & Co
Missouri
$222K -$33.6K -499 -13%
PAM
692
Private Asset Management
California
$222K
CGT
693
Capital Guardian Trust
California
$219K +$13.6K +202 +6%
MCP
694
Mirador Capital Partners
California
$216K -$13.4K -200 -6%
ISL
695
Ingalls & Snyder LLC
New York
$215K -$13K -193 -5%
DAM
696
Delta Asset Management
Tennessee
$213K
Fayez Sarofim & Co
697
Fayez Sarofim & Co
Texas
$213K
Group One Trading
698
Group One Trading
Illinois
$212K +$222K +3,294 New
GP
699
Girard Partners
Pennsylvania
$212K +$222K +3,302 New
BTNA
700
Bremer Trust National Association
Minnesota
$210K -$1.55K -23 -0.7%

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.