AEP icon

American Electric Power
AEP

Overview Fund Activity

873 hedge funds and large institutions have $23.9B invested in American Electric Power in 2016 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 319 increasing their positions, 292 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+29
Holders Change %
+3.44%
% of All Funds
23.33%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
80
Increased
319
Reduced
292
Closed
44
Calls
$133M
Puts
$88.9M
Net Calls
+$44M
Net Calls Change
-$76M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$269M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$195M
3
Millennium Management
Millennium Management
New York
+$136M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$61.8M
5
Bank of America
Bank of America
North Carolina
+$53.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$543M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
3
SAC
Smith Affiliated Capital
New York
-$179M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$122M
5
NI
Numeric Investors
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
801
Alpha Omega Wealth Management
Virginia
$49K – – –
LWA
802
Lenox Wealth Advisors
New York
$49K +$49K +700 New
SAM
803
Sunnymeath Asset Management
New Jersey
$48K – – –
EWM
804
Endurance Wealth Management
Rhode Island
$46K – – –
CFA
805
Camarda Financial Advisors
Florida
$46K – – –
BAM
806
Bruderman Asset Management
New York
$46K +$10.9K +156 +31%
SJIM
807
St. Johns Investment Management
Florida
$45K – – –
BCM
808
Blume Capital Management
California
$43K – – –
KLWA
809
Kelly Lawrence W & Associates
California
$42K – – –
SCM
810
Southport Capital Management
Tennessee
$42K +$42K +600 New
RCM
811
Riverhead Capital Management
Delaware
$40K -$737K -50,489 -95%
BWA
812
Burt Wealth Advisors
Maryland
$40K -$9.11K -133 -19%
TJHA
813
Thomas J. Herzfeld Advisors
Florida
$37K – – –
JCM
814
Jacobi Capital Management
Pennsylvania
$37K +$37K +521 New
LWA
815
Lowe Wealth Advisors
Maryland
$36K – – –
VNA
816
Valley National Advisers
Pennsylvania
$36K +$17.1K +246 +90%
KLI
817
Kelman-Lazarov Inc
Tennessee
$35.1K – – –
ACM
818
Armbruster Capital Management
New York
$35K – – –
AssetMark Inc
819
AssetMark Inc
California
$34K -$2.74K -39 -7%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$34K – – –
HDIM
821
Hanson & Doremus Investment Management
Vermont
$33K – – –
CG
822
Cutler Group
California
$32K +$24.9K +358 +351%
PFS
823
Physicians Financial Services
North Carolina
$25K – – –
CAW
824
Cornerstone Advisors (Washington)
Washington
$22K – – –
CFA
825
CT Financial Advisors
Pennsylvania
$21K – – –
31 32
33
34 35