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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
JIC
726
Joel Isaacson & Co
New York
$160K
TCOV
727
Trust Company of Vermont
Vermont
$157K -$5.98K -97 -4%
AA
728
AlphaMark Advisors
Kentucky
$154K
FNB
729
Farmers National Bank
Kentucky
$153K -$4.32K -70 -3%
PA
730
Parallel Advisors
California
$153K +$150K +2,435 New
RFA
731
Reilly Financial Advisors
California
$145K
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
BC
733
Bartlett & Co
Ohio
$143K
BAM
734
Barrett Asset Management
New York
$137K +$61.7K +1,000 +85%
PCFFS
735
Pacific Center for Financial Services
California
$137K +$134K +2,175 New
DBT
736
Dubuque Bank & Trust
Iowa
$135K
OSAM
737
O'Shaughnessy Asset Management
Connecticut
$131K
FIB
738
First Interstate Bank
Montana
$129K +$18.6K +302 +17%
BFEC
739
Benjamin F. Edwards & Company
Missouri
$128K +$63.6K +1,032 +102%
VIA
740
Vantage Investment Advisors
Pennsylvania
$123K +$4.44K +72 +4%
PMFA
741
Plante Moran Financial Advisors
Michigan
$120K -$16.3K -265 -12%
GLI
742
Guardian Life Insurance
New York
$119K +$2.65K +43 +2%
GI
743
Gradient Investments
Minnesota
$115K +$21.8K +354 +24%
HI
744
Hudock Inc
Pennsylvania
$114K
SFS
745
Sowell Financial Services
Arkansas
$113K +$110K +1,781 New
IIC
746
Integrated Investment Consultants
Michigan
$112K +$49.3K +800 +81%
WA
747
WFG Advisors
Texas
$111K -$50.8K -824 -32%
EFSCE
748
Enterprise Financial Services Corp (EFSC)
Missouri
$110K -$13K -210 -11%
TDC
749
Thompson Davis & Co
Virginia
$109K +$432 +7 +0.4%
CWM
750
Cranbrook Wealth Management
Michigan
$108K

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.