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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
CFS
826
Commonwealth Financial Services
West Virginia
$10K
GWS
827
Glassman Wealth Services
Virginia
$10K
PWM
828
Perigon Wealth Management
California
$10K +$10K +149 New
AII
829
AGF Investments Inc
Ontario, Canada
$9K
NYLT
830
New York Life Trust
New York
$9K +$8.94K +133 New
CWM
831
Catamount Wealth Management
Connecticut
$8K
GBBWRPM
832
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
AA
833
Apriem Advisors
California
$8K +$8.34K +124 New
LWM
834
LBA Wealth Management
Florida
$7K
HCM
835
Highlander Capital Management
New Jersey
$6K -$10.1K -150 -60%
Carson Wealth (CWM LLC)
836
Carson Wealth (CWM LLC)
Nebraska
$6K
KA
837
Klingman & Associates
New York
$6K
MCM
838
MV Capital Management
Maryland
$6K
OC
839
Oakworth Capital
Alabama
$6K
RCG
840
Ruggie Capital Group
Florida
$6K
VCM
841
Vigilant Capital Management
Maine
$6K +$6.72K +100 New
FAM
842
Fred Alger Management
New York
$4K
MWM
843
MinichMacGregor Wealth Management
New York
$4K
RWG
844
Regal Wealth Group
California
$4K
SAM
845
Shamrock Asset Management
Texas
$4K
CCMW
846
Cypress Capital Management (Wyoming)
Wyoming
$3.53K
MDCM
847
Morgan Dempsey Capital Management
Wisconsin
$3K -$6.72K -100 -67%
HCM
848
Herndon Capital Management
Georgia
$3K
DPA
849
Delphi Private Advisors
California
$2K
CF
850
CenterStar Fund
Illinois
$1K

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.