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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
SIM
751
Sonora Investment Management
Arizona
$62.8K -$14.2K -229 -19%
VCM
752
Versant Capital Management
Arizona
$60K +$4.02K +65 +8%
AIM
753
Acrospire Investment Management
Illinois
$60K +$55.7K +900 New
AIM
754
Arcadia Investment Management
Michigan
$59K +$10.5K +169 +24%
TC
755
Trust Company
Kansas
$57K
HPBT
756
High Point Bank & Trust
North Carolina
$54K
AWM
757
Avior Wealth Management
Nebraska
$51K
KF
758
Krilogy Financial
Missouri
$50K -$10.9K -176 -19%
AIM
759
Advantage Investment Management
Iowa
$50K
IP
760
Isthmus Partners
Wisconsin
$50K
HWP
761
Hefty Wealth Partners
Indiana
$49K
PSC
762
Prentiss Smith & Co
Vermont
$49K
ECM
763
Estabrook Capital Management
New York
$48.1K
BWA
764
Burt Wealth Advisors
Maryland
$48K
DOA
765
D'Orazio & Associates
Virginia
$47K
AOWM
766
Alpha Omega Wealth Management
Virginia
$46K
IR
767
Invictus RG
Bermuda
$45K +$41.6K +672 New
SAM
768
Sunnymeath Asset Management
New Jersey
$45K +$41.7K +675 New
CFA
769
Camarda Financial Advisors
Florida
$44K
BFEC
770
Benjamin F. Edwards & Company
Missouri
$43K
SJIM
771
St. Johns Investment Management
Florida
$43K
DVM
772
Dreman Value Management
Florida
$41K -$20.2K -327 -35%
BCM
773
Blume Capital Management
California
$41K
KLWA
774
Kelly Lawrence W & Associates
California
$40K
SMG
775
Spectrum Management Group
Indiana
$39K +$23.5K +380 +190%

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.