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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
JIC
726
Joel Isaacson & Co
New York
$164K -$8.74K -130 -5%
AA
727
AlphaMark Advisors
Kentucky
$157K +$154K +2,289 +1,526%
HFM
728
Hartford Financial Management
Connecticut
$151K
RFA
729
Reilly Financial Advisors
California
$148K +$11.2K +166 +8%
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K -$67.6K -1,005 -30%
BC
731
Bartlett & Co
Ohio
$145K -$3.36K -50 -2%
QT
732
Quantbot Technologies
New York
$143K +$150K +2,230 New
PMFA
733
Plante Moran Financial Advisors
Michigan
$140K -$48K -714 -25%
DBT
734
Dubuque Bank & Trust
Iowa
$137K +$60.6K +901 +73%
OSAM
735
O'Shaughnessy Asset Management
Connecticut
$134K
SIG
736
Schooner Investment Group
Pennsylvania
$127K
EFSCE
737
Enterprise Financial Services Corp (EFSC)
Missouri
$126K +$16.7K +249 +15%
ASN
738
Advisory Services Network
Georgia
$124K +$9.28K +138 +8%
VIA
739
Vantage Investment Advisors
Pennsylvania
$121K +$740 +11 +0.6%
TG
740
TLP Group
Illinois
$121K +$46.8K +696 +59%
RPG
741
Risk Paradigm Group
Texas
$119K +$17.7K +263 +17%
GLI
742
Guardian Life Insurance
New York
$118K
KTC
743
Kistler-Tiffany Companies
Pennsylvania
$117K -$6.93K -103 -5%
HI
744
Hudock Inc
Pennsylvania
$116K
FIB
745
First Interstate Bank
Montana
$113K -$11K -164 -9%
ZB
746
Zions Bancorporation
Utah
$112K +$6.93K +103 +6%
TDC
747
Thompson Davis & Co
Virginia
$111K +$404 +6 +0.3%
TF
748
Tompkins Financial
New York
$110K
CWM
749
Cranbrook Wealth Management
Michigan
$110K +$115K +1,709 New
DIA
750
Davidson Investment Advisors
Montana
$108K

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.