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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
AW
701
Alpha Windward
Massachusetts
$210K +$942 +14 +0.4%
AIM
702
Anchor Investment Management
South Carolina
$209K +$2.02K +30 +0.9%
CCA
703
Cobblestone Capital Advisors
New York
$208K -$11.8K -175 -5%
CL
704
Choreo LLC
Illinois
$208K +$10.8K +161 +5%
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$208K +$60.5K +900 +39%
FHC
706
First Heartland Consultants
Missouri
$205K +$538 +8 +0.3%
TWM
707
Torch Wealth Management
Ohio
$205K +$1.55K +23 +0.7%
NIT
708
NumerixS Investment Technologies
British Columbia, Canada
$203K -$776K -11,533 -78%
STMM
709
South Texas Money Management
Texas
$202K -$38.1K -566 -15%
KWMG
710
King Wealth Management Group
Florida
$202K -$8.41K -125 -4%
MSFP
711
Mark Sheptoff Financial Planning
Connecticut
$202K
IAM
712
Impax Asset Management
New Hampshire
$202K +$13.4K +200 +7%
BIM
713
Bridges Investment Management
Nebraska
$201K
PCMM
714
Private Capital Management (Minnesota)
Minnesota
$193K
JIM
715
Jupiter Investment Management
United Kingdom
$187K -$3.94M -58,635 -95%
VanEck Associates
716
VanEck Associates
New York
$186K +$94.6K +1,407 +95%
QCG
717
Quadrant Capital Group
Ohio
$185K +$11.9K +177 +6%
MCM
718
Manchester Capital Management
Vermont
$181K
JGIA
719
Jackson Grant Investment Advisers
Connecticut
$179K +$90K +1,338 +92%
TCIM
720
TIAA CREF Investment Management
New York
$177K -$13.6M -202,728 -7%
AF
721
Allworth Financial
California
$172K +$2.49K +37 +1%
MA
722
MCF Advisors
Kentucky
$170K +$1.55K +23 +0.9%
MMG
723
Monetary Management Group
Missouri
$167K
WA
724
WFG Advisors
Texas
$166K +$1.01K +15 +0.6%
TCOV
725
Trust Company of Vermont
Vermont
$165K +$58.2K +866 +51%

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.