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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
RAM
776
Riggs Asset Management
Pennsylvania
$60K
LNB
777
Ledyard National Bank
$57K
AOWM
778
Alpha Omega Wealth Management
Virginia
$57K +$12.3K +200 +29%
KF
779
Krilogy Financial
Missouri
$55K -$40.5K -657 -43%
RFWA
780
RPg Family Wealth Advisory
Massachusetts
$54.1K +$11.2K +182 +27%
TC
781
Trust Company
Kansas
$54K -$4.81K -78 -8%
AIM
782
Advantage Investment Management
Iowa
$54K -$2.16K -35 -4%
EA
783
Edge Advisors
Georgia
$54K +$53.3K +865 New
JWA
784
JFS Wealth Advisors
Pennsylvania
$53K +$493 +8 +1%
OC
785
Oakworth Capital
Alabama
$53K +$49.3K +800 +851%
RPG
786
Risk Paradigm Group
Texas
$52.6K -$62.5K -1,013 -55%
CCMW
787
Cypress Capital Management (Wyoming)
Wyoming
$52.4K +$48.1K +780 +1,418%
IP
788
Isthmus Partners
Wisconsin
$52K +$4.75K +77 +10%
VCM
789
Versant Capital Management
Arizona
$51K -$8.14K -132 -14%
HPBT
790
High Point Bank & Trust
North Carolina
$51K
BRC
791
Bell Rock Capital
Delaware
$51K +$50K +811 New
SBL
792
Sargent Bickham Lagudis
Colorado
$50K +$16.3K +264 +49%
LF
793
Lee Financial
Texas
$50K +$49.4K +801 New
FAN
794
Financial Advisors Network
California
$47.2K +$46.1K +748 New
HWP
795
Hefty Wealth Partners
Indiana
$46K
DOA
796
D'Orazio & Associates
Virginia
$45K
LWA
797
Lenox Wealth Advisors
New York
$44K
BWA
798
Burt Wealth Advisors
Maryland
$43K +$6.41K +104 +18%
RFM
799
Royal Fund Management
Florida
$43K +$42.7K +692 New
CFA
800
Camarda Financial Advisors
Florida
$42K

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.