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American Electric Power

854 hedge funds and large institutions have $21.7B invested in American Electric Power in 2016 Q3 according to their latest regulatory filings, with 55 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: 874854 (-20)

9% less capital invested

Capital invested by funds: $23.9B → $21.7B (-$2.22B)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
854
Holders Change
-20
Holders Change %
-2.29%
% of All Funds
22.79%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
55
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
VCM
776
Versant Capital Management
Arizona
$61K +$2.22K +33 +4%
TC
777
Trust Company
Kansas
$61K +$5.25K +78 +9%
LNB
778
Ledyard National Bank
$58K +$47.1K +700 +350%
AIM
779
Arcadia Investment Management
Michigan
$57K
AIM
780
Advantage Investment Management
Iowa
$57K +$9.55K +142 +19%
IPC
781
Independent Portfolio Consultants
Florida
$56K -$9.41K -140 -14%
JWA
782
JFS Wealth Advisors
Pennsylvania
$54K -$10.2K -151 -15%
HR
783
Howe & Rusling
New York
$52K -$9.82K -146 -15%
HPBT
784
High Point Bank & Trust
North Carolina
$52K
AWM
785
Avior Wealth Management
Nebraska
$49K
HWP
786
Hefty Wealth Partners
Indiana
$47K
IP
787
Isthmus Partners
Wisconsin
$47K
AOWM
788
Alpha Omega Wealth Management
Virginia
$45K
DOA
789
D'Orazio & Associates
Virginia
$45K
LWA
790
Lenox Wealth Advisors
New York
$45K
RFWA
791
RPg Family Wealth Advisory
Massachusetts
$43.5K -$4.78K -71 -9%
CFA
792
Camarda Financial Advisors
Florida
$43K
EWM
793
Endurance Wealth Management
Rhode Island
$41K
SJIM
794
St. Johns Investment Management
Florida
$41K
SAM
795
Sunnymeath Asset Management
New Jersey
$40K
BCM
796
Blume Capital Management
California
$39K
KLWA
797
Kelly Lawrence W & Associates
California
$39K
BWA
798
Burt Wealth Advisors
Maryland
$37K
TJHA
799
Thomas J. Herzfeld Advisors
Florida
$34K
LWA
800
Lowe Wealth Advisors
Maryland
$33K

AEP Hedge Fund Activity: Q3 2016 in Review

854 of the 3,748 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 55 opened new positions — a net loss of 10 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.

  • 854 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.
  • 55 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -10 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.