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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
S
676
SignatureFD
Georgia
$228K -$45.8K -742 -17%
FNBSF
677
First National Bank Sioux Falls
South Dakota
$228K
CIC
678
Crawford Investment Counsel
Georgia
$227K -$5.92K -96 -3%
VanEck Associates
679
VanEck Associates
New York
$227K +$44K +713 +25%
NFG
680
Nations Financial Group
Iowa
$226K +$555 +9 +0.3%
UBWV
681
United Bank (West Virginia)
West Virginia
$224K -$9.38K -152 -4%
HIC
682
Holderness Investments Company
North Carolina
$224K
CCM
683
Cribstone Capital Management
Maine
$223K -$32.1K -520 -13%
AFP
684
Ausdal Financial Partners
Iowa
$222K -$29.5K -478 -12%
WAM
685
Wealthspire Advisors (Maryland)
Maryland
$221K -$43.2K -700 -17%
FG
686
Fiduciary Group
Georgia
$220K -$1.79K -29 -0.8%
AI
687
Atria Investments
North Carolina
$219K -$66.7K -1,082 -24%
LNC
688
Lincoln National Corp
Pennsylvania
$219K +$214K +3,474 New
MCP
689
Mirador Capital Partners
California
$218K +$5.55K +90 +3%
Luther King Capital Management (LKCM)
690
Luther King Capital Management (LKCM)
Texas
$215K +$211K +3,416 New
SI
691
SII Investments
Wisconsin
$214K -$795K -12,894 -79%
CWM
692
Confluence Wealth Management
Oregon
$213K -$850K -13,785 -80%
HJA
693
Hugh Johnson Advisors
New York
$213K -$54.5K -883 -21%
SMC
694
Smith, Moore & Co
Missouri
$212K -$5.37K -87 -3%
DAM
695
Delta Asset Management
Tennessee
$209K
Fayez Sarofim & Co
696
Fayez Sarofim & Co
Texas
$209K
SCM
697
Sterling Capital Management
North Carolina
$208K -$5.16M -83,650 -96%
GT
698
Glenview Trust
Kentucky
$208K +$204K +3,311 New
BTNA
699
Bremer Trust National Association
Minnesota
$207K +$2.4K +39 +1%
HCM
700
Hall Capital Management
Rhode Island
$207K +$204K +3,300 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.