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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
SAM
801
Sunnymeath Asset Management
New Jersey
$42K +$555 +9 +1%
EWM
802
Endurance Wealth Management
Rhode Island
$41K
SJIM
803
St. Johns Investment Management
Florida
$41K
CBT
804
Central Bank & Trust
Kentucky
$38K -$22.2K -360 -37%
BCM
805
Blume Capital Management
California
$38K
PFBT
806
Parkside Financial Bank & Trust
Missouri
$36K +$4.07K +66 +13%
IDBONY
807
Israel Discount Bank of New York
New York
$34K +$33.2K +538 New
JCM
808
Jacobi Capital Management
Pennsylvania
$33K
TJHA
809
Thomas J. Herzfeld Advisors
Florida
$33K
VNA
810
Valley National Advisers
Pennsylvania
$33K
LWA
811
Lowe Wealth Advisors
Maryland
$32K
KLI
812
Kelman-Lazarov Inc
Tennessee
$31.5K
ACM
813
Armbruster Capital Management
New York
$31K
BAM
814
Bruderman Asset Management
New York
$31K
BIMC
815
Benson Investment Management Company
Virginia
$31K +$30.4K +493 New
JG
816
Jefferies Group
New York
$30K -$6.27M -101,727 -100%
CIA
817
ClearBridge Investments (Australia)
Australia
$30K +$29K +470 New
ECM
818
Estabrook Capital Management
New York
$29.9K
HDIM
819
Hanson & Doremus Investment Management
Vermont
$29.9K
AssetMark Inc
820
AssetMark Inc
California
$28K
YWP
821
YorkBridge Wealth Partners
New York
$27K +$28.1K +455 New
PFS
822
Physicians Financial Services
North Carolina
$25K
LWM
823
LBA Wealth Management
Florida
$25K +$17.8K +289 +270%
SWA
824
Sutton Wealth Advisors
Florida
$24.9K +$432 +7 +2%
WPA
825
West Paces Advisors
Georgia
$24.6K +$24.1K +390 New

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.