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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
JIC
701
Joel Isaacson & Co
New York
$178K
IIM
702
Ipswich Investment Management
Massachusetts
$176K +$167K +2,700 New
MMG
703
Monetary Management Group
Missouri
$173K
WA
704
WFG Advisors
Texas
$165K +$10K +162 +7%
HFM
705
Hartford Financial Management
Connecticut
$156K
PFSC
706
Peoples Financial Services Corp
Pennsylvania
$155K
BC
707
Bartlett & Co
Ohio
$154K
KTC
708
Kistler-Tiffany Companies
Pennsylvania
$149K +$22K +355 +19%
SC
709
SRB Corp
Massachusetts
$149K +$138K +2,238 New
RFA
710
Reilly Financial Advisors
California
$142K -$12.4K -200 -9%
FCCM
711
First City Capital Management
Georgia
$139K -$4.14K -67 -3%
FNBSF
712
First National Bank Sioux Falls
South Dakota
$139K
IPC
713
Independent Portfolio Consultants
Florida
$136K +$13.6K +220 +12%
FIB
714
First Interstate Bank
Montana
$134K -$25.8K -417 -17%
SIG
715
Schooner Investment Group
Pennsylvania
$134K
GI
716
Gradient Investments
Minnesota
$123K +$82.3K +1,330 +255%
GLI
717
Guardian Life Insurance
New York
$121K -$31.7K -513 -22%
HI
718
Hudock Inc
Pennsylvania
$120K
Royal London Asset Management
719
Royal London Asset Management
United Kingdom
$119K +$479M +7,742,753 +4,460%
ZB
720
Zions Bancorporation
Utah
$115K +$7.73K +125 +8%
CWM
721
Cranbrook Wealth Management
Michigan
$113K
VIA
722
Vantage Investment Advisors
Pennsylvania
$113K +$680 +11 +0.6%
EFSCE
723
Enterprise Financial Services Corp (EFSC)
Missouri
$113K +$2.47K +40 +2%
TCOV
724
Trust Company of Vermont
Vermont
$113K +$12.4K +200 +13%
DIA
725
Davidson Investment Advisors
Montana
$112K

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.