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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
TF
751
Tompkins Financial
New York
$108K
KTC
752
Kistler-Tiffany Companies
Pennsylvania
$107K -$7.71K -125 -7%
DIA
753
Davidson Investment Advisors
Montana
$106K
BIG
754
Bellwether Investment Group
Tennessee
$106K +$104K +1,688 New
ZB
755
Zions Bancorporation
Utah
$105K -$4.69K -76 -4%
CPIG
756
Chicago Partners Investment Group
Illinois
$100K +$370 +6 +0.4%
ST
757
Smithfield Trust
Pennsylvania
$98K
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$97.4K +$95.4K +1,547 New
WCM
759
Wealthcare Capital Management
Virginia
$97K -$432 -7 -0.5%
TWA
760
TCI Wealth Advisors
Arizona
$97K +$5.06K +82 +6%
BKA
761
Brick & Kyle Associates
Pennsylvania
$90K
GRP
762
Global Retirement Partners
California
$88K +$86.5K +1,403 New
FPB
763
First PREMIER Bank
South Dakota
$86K
IUHSA
764
Itau Unibanco Holding S.A.
Brazil
$86K +$83.9K +1,360 New
WIM
765
Westside Investment Management
California
$83K +$81K +1,313 New
AIM
766
Arcadia Investment Management
Michigan
$71K +$15.4K +250 +28%
LWM
767
Lenox Wealth Management
Ohio
$71K +$69.4K +1,126 New
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$63K +1,022 New
AF
769
Arrow Financial
New York
$63K
PG
770
Patten Group
Tennessee
$63K
SIM
771
Sonora Investment Management
Arizona
$63K
FWM
772
Focused Wealth Management
New York
$61K
MFBTD
773
MB Financial Bank - Trust Department
Illinois
$61K
QAM
774
QCI Asset Management
New York
$61K
FFC
775
First Financial Corp
Indiana
$60K -$12.3K -200 -17%

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.