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American Electric Power

845 hedge funds and large institutions have $22.1B invested in American Electric Power in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 318 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

181% more call options, than puts

Call options by funds: $186M | Put options by funds: $66.1M

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $19.4B → $22.1B (+$2.65B)

11% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 286

5% more funds holding

Funds holding: 804845 (+41)

1.94% more ownership

Funds ownership: 67.8%69.74% (+1.9%)

Holders
845
Holders Change
+41
Holders Change %
+5.1%
% of All Funds
22.52%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.27%
New
90
Increased
318
Reduced
286
Closed
42
Calls
$186M
Puts
$66.1M
Net Calls
+$120M
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TSU
826
TD Securities (USA)
New York
$7K +$62 +1 +0.9%
CG
827
Cutler Group
California
$6K -$1.43M -23,131 -100%
LJHT
828
Laurie J. Hall Trustee
$6K
RCG
829
Ruggie Capital Group
Florida
$6K +$5.38K +87 New
CFS
830
Commonwealth Financial Services
West Virginia
$5K
TCM
831
Tradewinds Capital Management
Washington
$5K
WAS
832
WESPAC Advisors SoCal
California
$4.98K +$4.64K +75 New
VIA
833
Vident Investment Advisory
Georgia
$4.95K +$2.33M +37,698 +102%
ST
834
Spot Trading
Illinois
$4K -$74.2K -1,200 -95%
SAM
835
Shamrock Asset Management
Texas
$4K
MWM
836
MinichMacGregor Wealth Management
New York
$4K +$124 +2 +3%
FAM
837
Fred Alger Management
New York
$4K +$3.46K +56 New
N
838
Nuveen
North Carolina
$3.82K -$23.9M -386,605 -87%
CCMW
839
Cypress Capital Management (Wyoming)
Wyoming
$3.65K
FPFS
840
First Personal Financial Services
North Carolina
$3K -$3.9K -63 -56%
AI
841
ArchPoint Investors
Florida
$3K
LP
842
LMR Partners
United Kingdom
$1.97K +$1.83M +29,662 New
OC
843
Oakworth Capital
Alabama
$1K
DSN
844
D. Scott Neal
Kentucky
$1K +$618 +10 New
EWM
845
Endurance Wealth Management
Rhode Island
$44
LC
846
LNZ Capital
New York
-$28.8M -495,000 Closed
IG
847
ING Group
Netherlands
-$26.1M -447,944 Closed
AIM
848
Artemis Investment Management
United Kingdom
-$10.3M -176,089 Closed
Capital Fund Management (CFM)
849
Capital Fund Management (CFM)
France
-$5.82M -94,190 Closed
NC
850
Northpointe Capital
Michigan
-$3.7M -65,103 Closed

AEP Hedge Fund Activity: Q1 2016 in Review

845 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2016, worth a combined $22.1B — up 14% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AEP positions and 42 closed out — a net gain of 48 holders — while 318 added to existing stakes and 286 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $479M. The largest seller was Franklin Resources, cutting an estimated $376M.

  • 845 institutional investors held American Electric Power (AEP) as of Q1 2016, up from 804 in Q4 2015.
  • Funds reported $22.1B of American Electric Power stock for Q1 2016, up 14% quarter-over-quarter.
  • 90 funds opened new American Electric Power positions in Q1 2016 and 42 closed out, a net change of +48 holders.
  • The largest American Electric Power buyer in Q1 2016 was Royal London Asset Management, an estimated $479M added.
  • The largest American Electric Power seller in Q1 2016 was Franklin Resources, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2016.