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American Electric Power

854 hedge funds and large institutions have $21.7B invested in American Electric Power in 2016 Q3 according to their latest regulatory filings, with 55 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: 874854 (-20)

9% less capital invested

Capital invested by funds: $23.9B → $21.7B (-$2.22B)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
854
Holders Change
-20
Holders Change %
-2.29%
% of All Funds
22.79%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
55
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
Capital Research Global Investors
51
Capital Research Global Investors
California
$92.1M
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$91.8M +$325K +4,836 +0.3%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$88.4M -$29.7M -442,316 -24%
Swiss National Bank
54
Swiss National Bank
Switzerland
$87.4M -$982K -14,600 -1%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$83.2M -$3.98M -59,200 -4%
EIP
56
Energy Income Partners
Connecticut
$81.7M +$5.42M +80,587 +7%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.4M -$3.05M -45,375 -4%
PI
58
PGGM Investments
Netherlands
$79.3M +$1.61M +23,931 +2%
TA
59
Teachers Advisors
New York
$77M -$4.89M -72,727 -6%
NIPH
60
NN Investment Partners Holdings
Netherlands
$74.1M -$2.94M -43,770 -4%
BlackRock
61
BlackRock
New York
$74.1M +$7.52M +111,889 +11%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$71.7M +$6.69M +99,436 +10%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$69.5M +$605K +9,000 +0.8%
UBS Group
64
UBS Group
Switzerland
$69.2M +$5.7M +84,700 +9%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$67.6M +$11.5M +171,319 +19%
DPIM
66
Duff & Phelps Investment Management
Illinois
$64.2M +$3.9M +57,920 +6%
BIM
67
BlackRock Investment Management
Delaware
$62.8M -$8.85M -131,563 -12%
GIA
68
Gateway Investment Advisers
Ohio
$61.8M -$6.99M -103,997 -10%
Barclays
69
Barclays
United Kingdom
$58.1M +$9.77M +145,345 +19%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$58.1M +$5.23M +77,739 +9%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$56.9M -$3.92M -58,288 -6%
EVM
72
Eaton Vance Management
Massachusetts
$56.7M +$56.1M +834,633 +1,736%
FIM
73
Frontier Investment Management
Texas
$54.3M +$301K +4,471 +6%
GF
74
Gabelli Funds
New York
$53M -$538K -8,000 -1%
MTB
75
Mizuho Trust & Banking
Japan
$52.7M +$1.53M +22,764 +3%

AEP Hedge Fund Activity: Q3 2016 in Review

854 of the 3,748 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 55 opened new positions — a net loss of 10 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.

  • 854 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.
  • 55 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -10 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.