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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
TDC
726
Thompson Davis & Co
Virginia
$111K +$433 +7 +0.4%
TWA
727
TCI Wealth Advisors
Arizona
$110K +$11.1K +180 +12%
ASN
728
Advisory Services Network
Georgia
$109K +$18.8K +304 +23%
CPIG
729
Chicago Partners Investment Group
Illinois
$105K +$17.2K +278 +21%
IIC
730
Integrated Investment Consultants
Michigan
$105K +$98K +1,585 New
WCM
731
Wealthcare Capital Management
Virginia
$102K
QAM
732
QCI Asset Management
New York
$101K -$12.4K -200 -12%
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$95K +$124 +2 +0.1%
RPG
734
Risk Paradigm Group
Texas
$93.8K -$1.55K -25 -2%
FPB
735
First PREMIER Bank
South Dakota
$91K
ST
736
Smithfield Trust
Pennsylvania
$90K
HR
737
Howe & Rusling
New York
$88K +$48.1K +777 +142%
BAM
738
Barrett Asset Management
New York
$81K
BKA
739
Brick & Kyle Associates
Pennsylvania
$80K
CBT
740
Central Bank & Trust
Kentucky
$78K +$14.8K +240 +26%
FFC
741
First Financial Corp
Indiana
$77K
AF
742
Arrow Financial
New York
$76K +$1.55K +25 +2%
BBPWM
743
Blue Bell Private Wealth Management
Pennsylvania
$73K +$16.8K +272 +33%
PG
744
Patten Group
Tennessee
$66.4K
TFA
745
Transamerica Financial Advisors
Florida
$66K -$62 -1 -0.1%
HSA
746
Hussman Strategic Advisors
Maryland
$66K
MFBTD
747
MB Financial Bank - Trust Department
Illinois
$65K -$6.93K -112 -10%
JWA
748
JFS Wealth Advisors
Pennsylvania
$65K +$557 +9 +0.9%
FWM
749
Focused Wealth Management
New York
$64K
RAM
750
Riggs Asset Management
Pennsylvania
$63K

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.