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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
CPIG
751
Chicago Partners Investment Group
Illinois
$102K +$336 +5 +0.3%
ST
752
Smithfield Trust
Pennsylvania
$100K +$13.4K +200 +15%
KF
753
Krilogy Financial
Missouri
$99K +$336 +5 +0.3%
WCM
754
Wealthcare Capital Management
Virginia
$99K +$471 +7 +0.5%
GI
755
Gradient Investments
Minnesota
$94K -$807 -12 -0.8%
TWA
756
TCI Wealth Advisors
Arizona
$93K -$8.68K -129 -8%
BKA
757
Brick & Kyle Associates
Pennsylvania
$92K
Parallax Volatility Advisers
758
Parallax Volatility Advisers
California
$91K +$95.1K +1,414 New
FPB
759
First PREMIER Bank
South Dakota
$88K
AWMS
760
Advocacy Wealth Management Services
Georgia
$83K -$30.3K -450 -26%
BAM
761
Barrett Asset Management
New York
$75K
FFC
762
First Financial Corp
Indiana
$74K
BBPWM
763
Blue Bell Private Wealth Management
Pennsylvania
$71K
HCC
764
Hirtle Callaghan & Co
Pennsylvania
$68K +$53.8K +800 +301%
BFEC
765
Benjamin F. Edwards & Company
Missouri
$65K +$1.01K +15 +2%
SIM
766
Sonora Investment Management
Arizona
$64.2K
AF
767
Arrow Financial
New York
$64K -$10.1K -150 -13%
HSA
768
Hussman Strategic Advisors
Maryland
$64K
CBT
769
Central Bank & Trust
Kentucky
$63K -$12.7K -189 -16%
MFBTD
770
MB Financial Bank - Trust Department
Illinois
$63K
PG
771
Patten Group
Tennessee
$62.5K
QAM
772
QCI Asset Management
New York
$62K -$33.6K -500 -34%
FWM
773
Focused Wealth Management
New York
$62K
IIC
774
Integrated Investment Consultants
Michigan
$62K
RAM
775
Riggs Asset Management
Pennsylvania
$61K

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.