We are live on ! Find out more
AEP icon

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
PCP
851
Proficio Capital Partners
Massachusetts
$1K
LCS
852
Levin Capital Strategies
New York
$464 -$839K -12,475 -63%
FNB
853
Farmers National Bank
Kentucky
$161 +$3.5K +52 +2%
SIC
854
Salem Investment Counselors
North Carolina
$92 -$340K -5,056 -97%
SBL
855
Sargent Bickham Lagudis
Colorado
$34 +$26K +386 +257%
VFA
856
Virtus Fund Advisers
Connecticut
-$39.4M -561,175 Closed
CRM
857
Cramer Rosenthal McGlynn
Connecticut
-$32.1M -457,905 Closed
LC
858
LNZ Capital
New York
-$25.6M -365,000 Closed
AIM
859
Artemis Investment Management
United Kingdom
-$13.3M -189,879 Closed
LSA
860
L & S Advisors
California
-$7.44M -106,143 Closed
UIM
861
USS Investment Management
United Kingdom
-$6.68M -95,282 Closed
EA
862
Euclid Advisors
Connecticut
-$5.99M -85,525 Closed
WMSA
863
Weiss Multi-Strategy Advisers
New York
-$5.28M -75,290 Closed
WAM
864
Winslow Asset Management
Ohio
-$4.37M -62,361 Closed
VAM
865
Visium Asset Management
New York
-$4.18M -59,667 Closed
CAL
866
Capital Analysts LLC
Pennsylvania
-$3.77M -53,812 Closed
CGI
867
CI Global Investments
California
-$3.53M -50,325 Closed
GE
868
General Electric
Ohio
-$2.89M -41,224 Closed
UFF
869
USA Financial Formulas
Michigan
-$2.84M -40,560 Closed
VIA
870
Vident Investment Advisory
Georgia
-$2.64M -37,713 Closed
Voloridge Investment Management
871
Voloridge Investment Management
Florida
-$2.3M -32,757 Closed
Northwestern Mutual Wealth Management
872
Northwestern Mutual Wealth Management
Wisconsin
-$1.75M -24,976 Closed
Mackenzie Financial
873
Mackenzie Financial
Ontario, Canada
-$1.47M -21,031 Closed
SEC
874
Seven Eight Capital
New York
-$1.43M -20,391 Closed
SFWA
875
Summit Financial Wealth Advisors
Louisiana
-$1.43M -20,335 Closed

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.