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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
Janney Montgomery Scott
851
Janney Montgomery Scott
Pennsylvania
-$3.43M -58,928 Closed
Handelsbanken Fonder
852
Handelsbanken Fonder
Sweden
-$3.3M -56,643 Closed
CIM
853
Castleton Investment Management
Connecticut
-$3.01M -51,580 Closed
SFP
854
Santa Fe Partners
New Mexico
-$1.83M -31,438 Closed
LCP
855
Longbow Capital Partners
New York
-$1.83M -31,353 Closed
AMI
856
Amica Mutual Insurance
Rhode Island
-$1.8M -30,886 Closed
OCAM
857
Onex Canada Asset Management
Ontario, Canada
-$1.67M -28,690 Closed
BAC
858
Boys Arnold & Co
North Carolina
-$1.52M -26,118 Closed
CC
859
Curian Capital
Colorado
-$1.44M -24,741 Closed
APFBOT
860
Amica Pension Fund Board of Trustees
Rhode Island
-$1.24M -21,300 Closed
ICOA
861
Investment Centers of America
North Dakota
-$947K -16,213 Closed
SWP
862
Stratos Wealth Partners
Ohio
-$939K -16,116 Closed
JG
863
Jefferies Group
New York
-$835K -14,325 Closed
WIS
864
Wright Investors Service
Connecticut
-$723K -12,400 Closed
CCS
865
Crosspoint Capital Strategies
California
-$619K -10,200 Closed
CIM
866
CenturyLink Investment Management
Colorado
-$368K -6,316 Closed
TCM
867
Traynor Capital Management
Pennsylvania
-$365K -6,278 Closed
BFC
868
Blue Fin Capital
Rhode Island
-$266K -4,565 Closed
BB
869
Bell Bank
North Dakota
-$253K -4,337 Closed
BFM
870
Boothbay Fund Management
New York
-$250K -4,282 Closed
AL
871
Airain Ltd
Guernsey
-$243K -4,177 Closed
ARMT
872
Amica Retiree Medical Trust
Rhode Island
-$189K -3,249 Closed
BCM
873
Beck Capital Management
Texas
-$159K -2,724 Closed
VEA
874
Virtus ETF Advisers
New York
-$117K -2,012 Closed
AIA
875
Allegis Investment Advisors
Idaho
-$94K -1,616 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.