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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
RBC
826
Roble Belko & Company
Pennsylvania
$24K +$11.5K +186 +93%
NYLT
827
New York Life Trust
New York
$24K +$15.5K +252 +189%
AWMS
828
Advocacy Wealth Management Services
Georgia
$22K -$58.6K -950 -73%
BWM
829
Baystate Wealth Management
Massachusetts
$22K +$21.6K +350 New
PWM
830
Perigon Wealth Management
California
$21K +$9.99K +162 +109%
CFA
831
CT Financial Advisors
Pennsylvania
$18.9K
CAW
832
Cornerstone Advisors (Washington)
Washington
$18K -$1.73K -28 -9%
LA
833
Legacy Advisors
Pennsylvania
$18K +$18.1K +293 New
GAM
834
Gemmer Asset Management
California
$17K -$1.91K -31 -10%
BL
835
Balentine LLC
Georgia
$17K
TFO
836
Tarbox Family Office
California
$17K
WA
837
Winfield Associates
Ohio
$17K +$5.55K +90 +50%
Carson Wealth (CWM LLC)
838
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.5K +171 +171%
FMP
839
Financial Management Professionals
Texas
$16K
TCM
840
TD Capital Management
Tennessee
$16K
IPC
841
Independent Portfolio Consultants
Florida
$15K -$39K -632 -73%
BWP
842
Baldwin Wealth Partners
Massachusetts
$15K
CF
843
CenterStar Fund
Illinois
$14K
EF
844
Empirical Finance
Pennsylvania
$14K +$13.3K +215 New
MUS
845
Mitsubishi UFJ Securities
Japan
$13K +$12.3K +200 New
BCFS
846
Butensky & Cohen Financial Security
Florida
$11K
CFD
847
Creative Financial Designs
Indiana
$11K +$10.6K +172 New
AWM
848
Avior Wealth Management
Nebraska
$10K -$37.6K -610 -80%
CFS
849
Commonwealth Financial Services
West Virginia
$10K
GWS
850
Glassman Wealth Services
Virginia
$9K

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.