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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
O
51
OppenheimerFunds
New York
$91.4M +$40.6M +657,828 +83%
Capital Research Global Investors
52
Capital Research Global Investors
California
$90.3M
UBS Group
53
UBS Group
Switzerland
$88.6M +$20.4M +330,025 +31%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$87.5M -$13.6M -219,853 -14%
JHIU
55
Janus Henderson Investors US
Colorado
$87.5M -$18.7M -303,483 -18%
PPA
56
Parametric Portfolio Associates
Washington
$86.9M -$10.2M -165,304 -11%
Swiss National Bank
57
Swiss National Bank
Switzerland
$85.7M
BlackRock
58
BlackRock
New York
$85.4M +$12.5M +202,148 +18%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$83.4M -$6.44M -104,478 -7%
EIP
60
Energy Income Partners
Connecticut
$81.3M +$1.22M +19,704 +2%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M +$1.94M +31,475 +3%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$79.6M +$22.2M +360,111 +40%
TA
63
Teachers Advisors
New York
$79.1M +$3.45M +56,004 +5%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$76.9M -$4.54M -73,600 -6%
PI
65
PGGM Investments
Netherlands
$76.4M -$1.27M -20,601 -2%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$75.3M +$4.83M +78,350 +7%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$72.1M -$59.2M -959,727 -46%
BIM
68
BlackRock Investment Management
Delaware
$72M +$10.2M +164,686 +17%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$66.5M -$1.67M -27,000 -2%
DPIM
70
Duff & Phelps Investment Management
Illinois
$64.8M +$1.78M +28,840 +3%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$62.8M +$61.2M +992,832 New
Barclays
72
Barclays
United Kingdom
$58.3M +$1.29M +20,975 +2%
Asset Management One
73
Asset Management One
Japan
$56.5M +$51.7M +837,509 +1,413%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$54.1M -$1.69M -27,409 -3%
EVM
75
Eaton Vance Management
Massachusetts
$54M -$1.56M -25,253 -3%

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.